HRMS - Eclaim Integration

HRMS is integrated with e-Claims in the following two ways:

• The flow of user information from HRMS to e-Claims – The user Information from the HRMS is synced with the e-Claims. The user information flows unidirectional from HRMS to e-Claims and not from e-Claims to HRMS
• When payroll is chosen as the Payment option I e-Claims, all the information about claims is synced with the payroll. Whenever there is a claim from a user, the claim is done when the payroll for the user runs.

Prerequisites:

1. You have your Deskera HRMS application URL in place.
2. You are the administrator of the HRMS application.
3. Ensure Stable Internet Connectivity.

HRMS to e-Claims – User Information

Step 1: On the e-Claims Dashboard, Click on User Management.Fig 2.10.2.1 e-Claims Dashboard

Step 2: You can view all the information related to each user which is automatically synced with the HRMS user management.Fig 2.10.2.2 User Management window

E-Claims to HRMS – Claims integrated to Payroll 

Step 1: On the e-Claims dashboard, click on Master Configuration.Fig 2.10.2.3 e-Claims Dashboard

Step 2: Under the select payment option, choose payroll to integrate with HRMS.Fig 2.10.2.4 Master Configuration window. 

Step 3: When there is a claim approved for a particular user, it will now reflect while the payroll is run for that user.Fig 2.10.2.5 Approved Claim window

Fig 2.10.2.5 Review Salary details of the user.