When you create an organization in SeaTalk, it comes with a default claim policy.

• If your employees have the same claim categories, you can use the default claim policy.
• If you have groups of employees that require different claim categories, you need to create a new claim policy.

However, each new claim policy will be empty. You need to assign employees and add claim categories to a policy before your employees can make claims. You can also customize expense limits for categories within each policy.

Learn how to set up claim categories and currencies for employee claims.

Permissions needed

• Claim Policy permission

Before you start

• Plan the different groups of employees that require different claim categories
• Plan out the different sets of claim categories needed
• Determine if a claim category should have a maximum limit

Create a claim policy

• In the SeaTalk Admin Center, navigate to Application > Claim.
• In the left panel, click Claim Policy.
• In the upper right, click Add Claim Policy.
• In the dialog box, enter the policy name and description.
• Click Add. The policy will be created.

The policy will be empty. You still need to assign employees and add claim categories to a policy before your employees can make claims.

Add claim categories to a claim policy

• In the SeaTalk Admin Center, navigate to Application > Claim.
• In the left panel, click Claim Policy.
• Click the claim policy you want to add claim categories to.
• If the policy doesn’t have any categories yet, click Choose Claim Category. Otherwise, click Edit Claim Category in the upper right.
• Select the checkboxes next to the claim categories you want to add to the claim policy. You can add all claim categories by selecting the leftmost checkbox in the header and clear checkboxes next to claim categories you don’t want.
• Once selected, to add a limit to the claims, click the Pen icon to the right of the category. In the dialog box:
• Toggle the Claim Limit switch on.
• Click the dropdown menu and select the time range for the limit.
• Enter the maximum amount that can be claimed in the time range.
• To prevent employees from submitting claims above the limit, select Error.
• To allow employees to submit claims above the limit, select Warning.
• By default, proration is turned on based on the join date and termination date. To turn off proration, toggle the Prorate switch off.
• Click Save.

• In the bottom right, click Save. Your claim policies will now have the claim categories you selected.

Assign employees to a claim policy

• In the SeaTalk Admin Center, navigate to Application > Claim.
• In the left panel, click Claim Policy.
• Click the claim policy you want to assign employees to.
• Click the Assigned Employees tab.

• If the policy doesn’t have any employees yet, click Assign Employees. Otherwise, click Assign Employees in the upper right.
• In the dialog box, to add employees to the claim policy:
• On the left, select the checkboxes next to the employees you want to add to the policy.
• To locate the employees, you can use the search box to find the employees or click the Filter icon to filter the employees by department, office location, or payroll company.
• Click the > icon to move the employees into the work group.
• You can also select checkboxes in the right panel and click the < icon to move them back.
• Once you’ve added all the employees you want to the right panel, click Assign.

These employees now have access to make claims under the category types in the claim policy.

Edit a claim policy

• In the SeaTalk Admin Center, navigate to Application > Claim.
• In the left panel, click Claim Policy.
• To edit a claim policy’s name or description, click the pen icon to its right and in the dialog box, enter the new name and description. Once done, click Save.
• To duplicate a claim policy and its claim categories, click the … icon to its right and click Duplicate. In the dialog box, enter a new name and description and click Duplicate. A claim policy with the same categories will be created.
• To deactivate a claim policy temporarily, toggle the Active switch to its right off. If the policy has assigned employees, in the dialog box, click Deactivate. These employees can no longer make claims until the policy is activated again.
• To delete a claim policy, deactivate it first. Then to its right, click the … icon and select Delete. In the dialog box, click Delete.