Reimbursement Profile

Reimbursement profiles allow users to define specific rules and settings for different types of claims within the platform. By following the steps outlined below, users can effectively set up and maintain customized claims profiles to accurately track and manage employee claims.

Steps to create a Holiday profile:

1. Sign in to Hubler as an administrator.

2. Next, access the Admin section by selecting the "Go to Admin" button located in the top right corner of the screen.

   

3. In the Admin section, click on the hamburger icon situated at the top left corner of the canvas.

4. From the list of options presented, select "Profiles."

   

5. On the left pane, you will find the various profile categories, with the corresponding profile displayed at the center of the canvas.

   

6. To create a new Reimbursement profile, click on the "ADD REIMBURSEMENT PROFILE" button located on the top right corner of the canvas.

   

7. Provide a descriptive name for the Reimbursement profile and click on "Create."

   

8. If you need to add multiple Reimbursement profiles, simply click the "+" icon next to the added name.

Steps to manage Holiday profiles:

1. Navigate to the Reimbursement Profiles section within the Hubler platform.

2. Select the desired leave profile from the list.

3. Click on "Create New Reimbursement" button to add a new leave with the following details.

   

4. The options will be displayed to select the Vehicle or Miscellaneous reimbursements.

   1. Create Reimbursement Profile - Vehicle

      

      Card Name - To define the name of the card

      Paid - To select the option is the amount is paid in advance or will be calculated as per the KMs travelled.

      Link to Trip Meter - This option helps to link the profile with the Trip Meter app, to calculate the re-imbursement by tracking the travel.

5. Click "Create" to save the changes.

Use Cases:

1. Medical Claims Profile:

   • Use Case: Users can create a claims profile specifically for medical claims, defining the rules and settings related to medical expense reimbursement.

   • Example Scenario: Employees can refer to the medical claims profile to understand the eligible medical expenses, required supporting documents, and the maximum claim amount allowed for medical reimbursements.

2. Travel Claims Profile:

   • Use Case: Users can establish a claims profile tailored to travel claims, setting rules and settings specific to travel-related expenses.

   • Example Scenario: Employees can refer to the travel claims profile to understand the eligible travel expenses, such as accommodation and transportation costs, and the required documentation needed to submit a travel claim.

3. Expense Claims Profile:

   • Use Case: Users can create a claims profile for general expense claims, allowing employees to submit claims for various business-related expenses.

   • Example Scenario: Employees can refer to the expense claims profile to understand the claim categories, such as meals, office supplies, or client entertainment, and the approval workflows associated with each category.