When you create an organization in SeaTalk, it comes with default claim categories:

• Travel - Air Ticket
• Travel - Hotel
• Fixed Assets
• Team Building
• Medical Fee
• Others

If these categories don’t work for your organization, you can create new categories or edit existing categories.

Permissions needed

• Claim Category permission

Before you start

• Plan what claim categories your organization needs. For example, your organization may allow claims for equipment, so you should have an Equipment claims category.

Create a claim category

• In the SeaTalk Admin Center, navigate to Application > Claim.
• In the left panel, click Claim Category.
• In the upper right, click Add Claim Category.
• In the dialog box, enter the claim category name.
• Click the Form Template dropdown menu and select the form template you want to use. Learn more about form templates in the last section of this article.
• Enter the Description Help Info. This will help employees understand the claim category when they submit claims.
• Click Preview Form to view how it will look on the SeaTalk mobile app to your employees. You can exit by clicking outside of the mock up.
• Click Add. The claim category will be created and can be added to claim policies for employee use.

Edit a claim category

• In the SeaTalk Admin Center, navigate to Application > Claim.
• In the left panel, click Claim Category.
• To delete a category, click the bin icon to its right.
• To edit a category, click the pen icon to its right.

• In the dialog box, enter a new claim category name.
• Click the Form Template dropdown menu and select another form template you want to use. Learn more about form templates in the last section of this article.
• Edit the Description Help Info to help employees understand the claim category when they submit claims.
• Click Preview Form to view how it will look on the SeaTalk mobile app to your employees. You can exit by clicking outside of the mock up.
• Click Save. The changes you made to the claim category will be saved.

Understand form templates

Each claim category must have a form template. A form template is a pre-defined series of fields that will be shown to employees who are making a claim under the category. They must supply the information to get approval for the claim.

All templates have the following fields:

• Amount
• Currency
• Exchange Rate
• Amount in Base Currency
• Category
• Receipt Date
• Description

Understand the additional fields in each template below.

General

The general template does not have any additional fields.

Air Ticket

• Round/One Way
• Travel Date
• Departure
• Destination
• Airline
• Class
• Booking Reference

Taxi

• Departure
• Destination

Hotel

• City
• Travel Date
• Name of Hotel
• # of Rooms

Medical Fee

• Name of Clinic
• Location