Tracking Your Reimbursement Claim Request in uKnowva HRMS

Introduction

Tracking the status of your reimbursement claim request is a straightforward process designed to give you full transparency into the progress of your claims.

Whether you're checking the details of an ongoing request or simply ensuring that everything is in order, accessing this information is quick and easy through the platform's intuitive interface.

By following a few simple steps, you can gain a clear view of the status of your requests, view detailed information, or even make changes if necessary.

This article will guide you on how to efficiently track your reimbursement claims using the provided tools.

Step 1: Access the Reimbursement Menu
To begin tracking your reimbursement claim request, navigate to the Reimbursement menu located in the side navigation panel of the platform.

After opening the Reimbursement menu, click on the My Reimbursement sub-menu.

This action will redirect you to a dedicated interface displaying all the reimbursement requests you’ve made.

Here, you will see a comprehensive list of your claims, organized under different headers, making it easy to review and manage your submissions.

Step 2: Review the Reimbursement Request Details
Once on the My Reimbursement page, the list of your reimbursement requests will be displayed with various details, including the Request Type, Status, and the Date it was created. Under the Action column, you can find the following options

Click on the eye icon to view the details of the reimbursement request.

This option allows you to review the entire submission, including any supporting documents, dates, and notes associated with the request.

If you wish to cancel any request, simply click the "X" icon. This will initiate the cancellation process. An alert will appear to confirm your action once you confirm the deletion, and the status will be changed to cancelled.

Step 3: Export or Filter the List
To make managing your reimbursement requests even easier, the platform offers options to export or filter the list.

You can use the Export button to download the entire list of your requests in a file, making it easy to keep records or share with others.

Additionally, clicking the Funnel Icon opens filtering options, where you can refine the list of requests based on specific criteria.

Filtering options include searching by request type, status, or by the creation date. Simply enter the parameters and the list will update accordingly to display only the relevant requests.

Conclusion

That’s it!

You’ve now successfully learned how to track your reimbursement claim requests in uKnowva.

By following these simple steps, you can easily monitor the status of your claims, view detailed information, and make any necessary adjustments.

If you have any questions or need additional support, feel free to contact us at This email address is being protected from spambots. You need JavaScript enabled to view it..

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