MECWISE CLAIMS - Amazon Web Services
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1. piz 0l4 1402000007 BOGeNO002 Harry Wong 20 00 PENDING APP 24 02 2014 1402000006 Bo6ehN0002 Harry Wong 10 00 REJECT Claim Transactions Employee Id BAGSNOONZ Org Unit Information Technology Department Benefit Scheme S0 Y iew 7 Upload File s Information Claim Status PENDING APPROVAL Actual Claim Amount Claim Remarks test Claim Transactions Details Claims Select Claim o B ShowiHide FilterF or if Query Builder 34 Export To Excel A Export To Pdf _ Claim Category Claim Type Description Actual Claim Amount Transport Public Transport Claim System will navigate to the corresponding claim type details screen with the existing records in the header grid User Manual Version 1 0 Page 33 StarVision Information Technology Pte Ltd MecWisc iG Claims HUMAN RESOURCE User can select the record will displays the selected record in the screen and user is able to view the record as follows A Start Time O5 02 2014 O2 2014 16 55 Start Date ry Y ck Sere Transport Type From Purpose of Trips test upd rec For rejected rec from Office withdraw resubmit TAXI Office Home withdraw resubmit screen Public Transport Claim Details added rec for rejected rec From Expense btw Home amp Employee Cost Centre Source of Fund Project No GL Code Information start Date Transport Type Payment Type Transport From Pls Specify Places Travelled2. iim Master Menu Option When clicking on menu option the option will expand to display sub system s modules User Manual Version 1 0 Page 4 Meclise IG Claims StarVision Information Technology Pte Ltd HUMAN RESOURCE Claim Master Currency GL Code Claim Type Benefit Scheme Claim Entitlement Transport Fare Clinic Status Clinic Code Vehicle Master GST VAT Code Project Master Fund Master User Manual Version 1 0 Page 5 MecWise Ie Claims StarVision Information Technology Pte Ltd HUMAN RESOURCE The Toolbar shows at the top of the screen when any of the modules are selected It contains a row of icons for easy execution of commands Below is the explanation of some of the commonly used icons a Add wUpdate SO Delete search Query Frint g Move Prev g Move Next J Canc ep Toolbar oe Add Initiate a new record Blank template w Update Update the existing information in the record Delete Deletes the current record Search Search for records using a Query Builder aa Query Search records for records with fields similar to that displayed on screen If no fields are entered system will display all available records under that module Print current record in report form If available Access the previous next record without having to exit from the Move Prev gy Move Next current screen a Save Save most recent data entered in the record te
3. Cancel Cancel the current operation by Exit Return to header screen This icon is usually displayed after the Cancel button is clicked on aa Query If you have forgotten the functions any icon or come across an unfamiliar icon place the mouse cursor over the icon for a few Query seconds A description of the function will be displayed The Collapsible Panel is located under the Toolbar It displays a browser listing the different records according to the user s specifications Collapsible Panel y 3y y OR Toon a 1 gt gt hd Do GY Quick Search I Query Builder Export To Excel User Manual Version 1 0 Page 6 MecWise IC Claims StarVision Information Technology Pte Ltd HUMAN RESOURCE adh Add New Add new detail Record AV Query Builder Query Builder to query filter and sort records for display in the browser Export To Excel Export records from the browser to excel format User Manual Version 1 0 Page 7 MecWise ic Claims StarVision Information Technology Pte Ltd HUMAN RESOURCE 2 Query Builder The Query Form is for setting the criteria so as to display only a range of required records for viewing ePlatform NET QueryGuilder Webpage Dialog Query Form and O and Not ewes ee Oor Oornet Ont equal To Benefit Scheme P Geaa h Description Effective Date From Greater Than Equal To Effective Date To Pi iee han O Less Than Equal To D Like
4. 1 0 Page 36 MecWise iT 4 Claims StarVision Information Technology Pte Ltd HUMAN RESOURCE Click on the View document button to check the claim details Click on Recommend Approve button to recommend approve the claims Click on Deny button to reject the claims A edea voo Documenttye 7y Quicksearch Document Type Document Reference Document Date Applicant Document Summary 2 A w Query Builder 28 Export To Exce Action Due On Reguired supporting documents BAGS CLM HRW 1402000016 25 02 2014 Cindy Lee before subritting this claim Approval saiozi 7014 For approval Claim Date 25 02 2014 Actual Claim i Amount 50 00 aL lhe oo 1 1 a a L Poli a Outstanding Actions Document ID BAGS CLM HRM 1402000016 WorkFlow ID 1402000028 apikan Appication Date eee ais Document Summary ADVISORY Please attach supporting documents before submitting this claim For approval Claim Date 25 02 2014 4ctual Claim Amount 50 00 Comments Optional CC Previous Officer There is no remark to display Comments Your Comments _avpreve peer User Manual Version 1 0 Page 37 MecWisc IGS Claims StarVision Information Technology Pte Ltd HUMAN RESOURCE 7 3 Multiple Approval for Action This module allows the user to approve deny the multiple application records Click on Multiple approvals for action screen under Inbox menu page will load the screen by displaying the
5. Information Technology Pte Ltd HUMAN RESOURCE 1 Conventions Used This section gives a detailed explanation of the conventions used in MecWise Claims Upon login the Welcome Screen will be displayed as below Home Help Logout Welcome Mmecwisc For novices users please go to Getting started menu for step by step guide on usage of the system HUMAN RESOURCES Step by step guide to run payroll in the How To Do menu I gt TT Oo HENIS v Development Utilites v Getting Started Next 9 x 3 Step 1 St Ste v Self Service Setup bs Master File Setup Company Detail Setup Employee Profile Setup v Admin Masters n Comnany Detalii Go to the Master File Setup to After completing the Master sorrel ro a praise iy ta are appropiate then please setup initial master file first File Setup please contiue to z S a R v Personnel Masters z Ne oa te 5 p s P fill up company details in the Profile Setup menu to setup n tog t ae Bs Company Details Setup employee details as per the v Position Database menu guided screens v Employee Profile v Self Help i v Promotion amp Progress v Leaving Service v ManPower Report Claim Master Knowledge Center v Claim Applications The Toolbar Explained v Claim Withdraw And Resubmit Hover the icon on the toolbar to learn more about each function The left hand side of the Window contains the Menu
6. Select the Effective Start Date and End Dates to set a time period for the delegation to apply approve Click on the Toolbar Save button to save details User Manual Version 1 0 Page 40 MecWisc IG Claims StarVision Information Technology Pte Ltd HUMAN RESOURCE Workflow Delegation Setup Employee ID Baseno O Harywonas O O Application Type palais ge Delegate To paewongs lkindytee i Delegation Type Delegaton Role APPLY APPLY Effective Start Date mmo B Effective End Date Binzenss O o update the delegation record details select the record in the grid click on the Update button and modify the fields and click on Save button to save the changes To delete the delegation record select the record in the grid click on the Delete button to delete the selected record from the screen User Manual Version 1 0 Page 41
7. Ts NULL Is Not NULL Om Mot In Internet Query Form These are some basic concepts and various signs used in the query form For Alphabetical Values a lt b lt C lt lt Z For values that contain 2 or more alphabets always start comparing the values from left to right Example 1 ad lt ar Reason d is less than r Example 2 bd lt d Reason b is less than d Example 3 bcd lt bcf Reason d is less than f For Numerical Values User Manual Version 1 0 Page 8 mecWsge I Claims StarVision Information Technology Pte Ltd HUMAN RESOURCE Using the Query form is essentially forming sentences specifying search criteria Firstly select the subject criteria from the screen on the left ePlatform NET QueryGuilder Webpage Dialog Query Form To oe Greater Than Greater Than Equal To Less Than Less Than Equal To Like O Is NULL Is Not NULL Oin Not In p Internet Select the desired condition from the column beside the subject screen User Manual Version 1 0 Page 9 MecWise IC Claims StarVision Information Technology Pte Ltd HUMAN RESOURCE Meaning of Condition Is Equal To Is not Not Equal To Value more than Greater Than Value more than and equals to A Greater Than Equal To __ Value less than Less Than Value less than and equal to Less Than Equal To Containing Like Is NULL Have no values Does not exist
8. Your approver will receive an email notification also Windows Internet Explorer x A Claim withdrawn successfully OK lf the user wants to withdraw and do a re submission at the same time select the record from grid and click Withdraw and Resubmit button System will pop out two message boxes Click on OK button Windows Internet Explorer x A Claim withdrawn successfully User Manual Version 1 0 Page 30 MecWise ic Claims StarVision Information Technology Pte Ltd HUMAN RESOURCE Windows Internet Explorer AN You are going to submit a new application Your screen will be changed to update mode and you may update and click on the Submit button to complete the resubmission process Your approval will receive an email notification on the withdrawal and resubmission System will return a message with the document number generated for reference 5 1 1 How to check Claim Approval Status To know the claim approval status select the record from all claims screen will displays the selected record in the screen Select the Routing Status tab to check the claim approval status of the selected record Routing List Routing Officers Routing Status elella relsli Name uc Search AF Query Builder 28 Export To Excel Name Action Required Status Remarks O Tammy Leong Recommendation Approved Cindy Lee Approval Pending User Manual Version 1 0 Page 31 MecWise IC Claims StarVision
9. managers to approve reject the claim request via email Functions to be performed by the system a b Enables employees to submit their claim on line Routes submissions to authorized verifier and the approver of claim application can Approve Reject the claim request with sufficient details and supporting documents via email Calculates the Claim entitlement of all eligible employees every year Enables employees to withdraw any claim applications prior to or after it has been approved an approval of cancellation is sent to the approving officer Provides on line enquiry facility to allow employees to check the status of their claim applications Interface with MecWise Payroll allows posting the processed claim payment records to payroll and provide accurate results in payroll processing Generates relevant management and statistical reports User Manual Version 1 0 Page 16 Meclise IG Claims StarVision Information Technology Pte Ltd HUMAN RESOURCE 4 Claim Applications 4 1 All Claims This module allows the user to create update delete the claim application records and to submit their claim applications Goto Claim Applications gt All Claims will displays the claim application screen in enquiry mode and displays the existing records in the header grid of the screen as follows Add aw Update Delete QQ Search eouery coy Print gg Move Prey jg Move Next s Save Bh Cancel apy Exit Enquiry A a A
10. pending for approval records in the header grid of the screen as follows Multiple Action Form A a aT a A Document Type 7 Cee Wy Quick Search OW Query Builder 3g Export To Excel Action Required ODVISORY Please attach supporting documents before submitting this claim All claims BAGA LM HR 1402000016 2502 2014 Cindy Lee fe eel cen Ces pprowal roldz 2014 2502 2014 Actual Claim mount 450 00 Claim Date 2510212014 All Claims B68 CLM HRW 1402000017 25 02 2014 Cindy Lee Actual claim Amount Approval 2eloei2014 7 0 00 Document Type Document Reference Document Date Applicant Document Summary Due On Selected Applications for Multiple Action Select Applicatio Put your Comments here Click on Select application button which will loads the multi Picklist showing the pending for approval records User Manual Version 1 0 Page 38 MecWisc IG Claims Drag a column header here to group by that column Document Bacument BEIENEE Document Applicant Document Action Type Date Summary Required ADVISORY Please attach supporting documents before AlCams BASS CLM HRW 1402000016 25 02 2014 Cindylee SUEMIEtING Approval 2 this claim For approval Claim Date 25102 2014 Actual Claim Amount 50 00 Claim Date 2510212014 All Claims BAGA CLM SHRW 1402000017 25 02 2014 Cindy Lee Actual Claim Approval z Amaunet 70 00 Check the check boxes and click on Close button will displays the selec
11. record from the header grid will displays the selected record with the details in the screen Click on Withdraw button to withdraw the selected claim application if the claim status is pending for approval Click on Resend notification button will resend the notification email to the current approver User Manual Version 1 0 Page 35 MecWise iG Claims StarVision Information Technology Pte Ltd HUMAN RESOURCE 7 2 Outstanding for Action This module allows the users to Recommend Deny OR Approve Deny the submitted claim applications records Go to Inbox Menu gt Outstanding for Action menu item will loads the Outstanding for action screen by displaying the pending status application records in the header grid of the screen A a e Documenttype OOOO y Document Type Document Reference Document Date Applicant Document Summary yA Ov Query Builder 28 Export To Excel Action z Due On Reguired ADYISORY Please aktach supporting documents before submitting this claim All Claims BAGS CLM HRW 1402000016 2510212014 Cindy Lee Bap e Dinh Clete Aoproval foldzi2014 25 02 2014 Actual Claim Amount 50 00 mi e ha 0 m lem la a E tT cue O Document Summary Comments Optional CC Previous Officer Comments Your Comments Select the record will displays the selected record in the screen Recommend Approve buttons will be enabled based on the Approver role User Manual Version
12. From Transport To Pls Specify Places Travelled To Purpose Of Trips Amount Of Fares Paid Travel Expenses Btw Home and Office Actual Claim Amount Remarks User Manual Version 1 0 oOo o Of me D Staff Local Transportation RANSPORT 05 02 2014 E Start Time 16 49 Sal Personal Office Office Others test upd rec for rejected rec From withdraw resubmit 10 00 or w J Tr at at ui ui T T Page 34 MecWise iT 4 Claims StarVision Information Technology Pte Ltd HUMAN RESOURCE 7 Inbox 7 1 Application History This module allows the user to view his submitted application records status and their details Click on Application history under Inbox menu page will loads the application history screen by displaying the records in the header grid of the screen a Ma gt DocumentID Wy Quick Search ry Query Builder Export To Excel Document ID Document Type Document Date Workflow Status Ba6e CLMHRW 1 402000003 All claims 2402 2014 07 06 56 PM Withdrawn BA6S CLM HR W 1402000005 All Claims 2402 2014 07 09 06 PM Approved BASS CLM HRW 1402000006 All Claims 2402 2014 07 20 06 PM Denied BAS8 CLM HRW 1402000007 All Claims edi0z 2014 OF 24 15 PM Pending BAGS CLM HRW 1402000008 All Claims 2502 2014 11 50 01 4M Denied BA6e CLM HRY 1 t0200001 1 All Claims 25 02 2014 03 30 47 PM Denied Application History Document summary Select the
13. Information Technology Pte Ltd HUMAN RESOURCE 5 1 2 How to re summit the Rejected Claim To resubmit the rejected claim status record select the rejected claim status record from the all claims screen will displays the selected record in the screen Print Preview Withdraw and Resubmit buttons will be enabled based on claim status of the selected record Click on Withdraw and Resubmit button to resubmit the claims System will pop out two message boxes Go to Claim application gt All Claims to select the record from the grid modify the changes and click Submit button to re submit Windows Internet Explorer x A Claim withdrawn successfully A You are going to submit a new application User Manual Version 1 0 Page 32 MecWise IGS Claims StarVision Information Technology Pte Ltd HUMAN RESOURCE 6 Claim History 6 1 All Claims This module allows the users to view the history of the submitted claim application records Go to Claims History Menu gt All Claims screen will displays the records in the screen Select the record from the header grid of the screen will displays the selected record in the screen o view the details select the record from the detail grid as follows A A Transaction Date 2fi02 2014 1402000020 Bo6ehno002 Harry Wong 132 00 PAID zs Oa 2014 140200001 1 BO6eh0002 Harry Wong 20 00 REJECT an O2 12014 1402000008 Bo6eh0002 Harry Wong 15 00 REJECT
14. Is Not NULL Has values Exists Including In Not In Not including Next enter the data in the field located in the top right hand of the Query Form You can choose to enter the data manually or select from the pick list by clicking on the selection button beside the field User Manual Version 1 0 Page 10 Meclisc i Claims StarVision Information Technology Pte Ltd HUMAN RESOURCE J ePlatform NET QueryBuilder Webpage Dialog Query Form a and And not ee Oor Cornet LUD Ee bY Benefit Scheme Descripton Effective Date From Effective Date To t Internet B Platform MET FickList Google Chrome Drag a column header here to group by thak column Benefit Scheme Pick List To select the desired object simply click once on it Query Form Icons Icons Implication IT Open and Close Bracket Used together in situations of multiple conditions Conditions within brackets will be dealt with first User Manual Version 1 0 Page 11 mecWisg IC Claims StarVision Information Technology Pte Ltd HUMAN RESOURCE Used to remove the open and close bracket respectively Input conditions defined Replace any highlighted condition with another condition Remove the highlighted condition After entering a single condition click on Insert to input the condition This condition will be displayed in the screen To link 2 conditions together make use of the selections
15. MecWisc Claims StarVision Information Technology Pte Ltd HUMAN RESOURCE Mobile E Commerce Web Intelligent Solutions for Enterprises MecWwis I lt Claims HUMAN RESOURCE MECWISE CLAIMS User Guide For End User Developed amp Published by StarVision A company in the Software Innovation Group User Manual Version 1 0 Page 1 StarVision Information Technology Pte Ltd A U N FF 4 1 4 1 1 4 1 2 4 1 3 4 1 4 4 1 5 4 1 6 4 1 7 4 1 8 CLAIM WITHDRAW AND RESUBMIT 5 1 5 1 1 Idz CLAIM HISTORY FA 7 2 7 3 7 4 CONVENTIONS USED iicisvciscsarsccescntasnansseronteunnensescavens QUERY BUILDER siscsscsseswcistesecsnsaveeteunavsesvansivsersnscaveus INTRODUCTION sisisacisvcassnciascnsncasnntonsasesnennssbagwensecnsss CLAIM APPLICATIONS PLE EA IIS aE AA Apply for Miscellaneous Claims Apply for Medical Claims Apply for Public Transport Claims Apply for Private Transport Claims How to update delete Claim Transaction Details How to add update delete the Routing list How to upload files in Claims Application How to submit Claim Application PALTC C AIIM Ss icneotetceasapoqesay ciatainteetate caeesauieenteessutenets How to check Claim Approval Status How to re summit the Rejected Claim APPLICATION HISTORY User Manual Version 1 0 Table of Contents OUTSTANDING FOR ACTION MULTIPLE APPROVAL FOR ACTION DELEGATION ee scsssnucsecocecamecsntes cae cemnsoaecasuneontenasesiiossdans
16. S Toa Payoh 01 01 2001 00 00 00 eplatform 01 01 2001 12 00 00 eplatform A nne MDC Mui imamna N1 iN NNI AMANNAN anlatfarra N1 iN NNI SNAN anlatfarra 4 p Browser Below is the explanation of the icons on the collapsible panel y Click this to expand the browser for viewing A Click this to collapse hide the browser a To lock current browser status Expanded Hidden Within the browser there are other icons to view filter and export the information from the browser Bnp al Le gt Bank branch code Quick Search Y Query Builder 3 Export To Excel Browser Icons Navigator To view next previous screen of records Search function Select field from drop Bank branchcode Y Quik Search down list on the left and enter the a Gata keywords to search through records for a match T Click on the button to start search process Query Builder to query filter and sort records for display in the browser Export records from the browser to excel fs Export To Excel ae Pi Query Builder emma User Manual Version 1 0 Page 15 mecWisg T 4 Claims StarVision Information Technology Pte Ltd HUMAN RESOURCE 3 Introduction MecWise Claims is a fully automated HR claims processing solution that turns the laborious and document heavy process into a streamlined process It s a web based paperless claims management system which enables employees to submit the claim on line with supporting documents attached and
17. Transaction Date T Transaction Date Employee Id Employee Name an 2i2014 1402000016 BagoNgi0z Harry wong 0 00 NEw zs 02 2014 1402000003 BASehO002 Harry wong 11 00 NEW 2ST a Pe U aan Claim Transactions Employee Id BASANDODZ arry Wong Org Unit Information Technology Department Benefit Scheme S Y iew Upload File s Information Claim Status Eh Actual Claim mount Claim Remarks Claim Transactions Details Claims Select Claim Click on Add button to add a new record Select the Claim type from the dropdown list the corresponding detail screen will launch in a popup window User Manual Version 1 0 Page 17 mecWisge ic Claims StarVision Information Technology Pte Ltd HUMAN RESOURCE 4 1 1 Apply for Miscellaneous Claims m To Add Miscellaneous Claims select Miscellaneous Claims from dropdown list as follows Claim Transactions Employee Id BASSNODOZ arry Wong Org Unit Information Technology Department Benefit Scheme a0 Yiew Upload File s Information Claim Status E Actual Claim Amount Claim Remarks Claim Transactions Details Claims Select Claim Select Claim Miscellaneous Claims Medical Claims ort To Excel P Export To Pdf Public Transport Claims SSS Claim Category Private Transport Claims n System navigates to load the Miscellaneous Claims details screen as follows User Manual Version 1 0 Page 18 MecWisc IGS Cl
18. aims StarVision Information Technology Pte Ltd HUMAN RESOURCE Miscellaneous Claims Claim Type OTHER _CLAIMS Other Claims ca LO gt k Charge To Employee Cost Centre tr Department Source of Fund mo D Piei OCO OO f Claim Details Currency Code SGD Exchange Rate 0000000 D u aaa tn GST Code Wo GST GST Percentage Actual Claim Amount SGD Inclusive Of GST Amount Information Pe n Select the Claim type and GL Code from pick list 7 Select the Calendar Icon to popup calendar and select date and click Close button for entering the Date of Receipt User Manual Version 1 0 Page 19 mecWisge I Claims StarVision Information Technology Pte Ltd HUMAN RESOURCE Miscellaneous Claims Claim Type GL Code OTHER clams O ee Date Of Receipt lt lt 1 h Launch Calendar Charge To Employee Cost Centre Source of Fund Su Mo Tu Wa Project No Double Click on Date or Select Date and click on lt i Iose for Select Date Claim Details lo Select Year and Mont From the Dropdown list SS 11 12 13 14 15 20 Currency Code eh Close BES 1 0000000 M me Click on Cl E Claim GST Amount GST Code Actual Claim Amount After Selecting the date SGD Inclusive Of GST Amount Information Description Remarks Select the Employee Cost Centre Source of Fund and Project No from pick list Select the Currency Code and Exc
19. ation ynd openxmiformats officedocument spreadsheetmi sheet Done ee e E eu Internet Rio To delete the uploaded document click on Delete button to delete uploaded file 4 1 8 How to submit Claim Application Click on Submit button in the bottom of the screen to complete the Application Process 7 Your approver will receive an email notification of the Submit Application System will return a message with the document number generated for reference User Manual Version 1 0 Page 29 MecWise IC Claims StarVision Information Technology Pte Ltd HUMAN RESOURCE 5 Claim Withdraw and Resubmit 5 1 All Claims This module allows the user to withdraw the claim application and resubmit Claim application If your claims applications are still pending for approval user can Withdraw it from Claim Withdraw and Resubmit module To withdraw your claim application go to Claim Withdraw and Resubmit Menu gt All Claims the records are displayed in the header grid of the screen Select the record from the header grid Based on the claim status of the selected record then Withdraw Withdraw and Resubmit Print Preview buttons are enabled disabled Select Pending for Approval Record from grid and click on Withdraw Button at the bottom to withdraw your application When click on the Withdraw button one message box will appear as shown in below Click on OK button and the withdraw process will be completed
20. below Medical Claims Details Treatment Type Select Treatment wY GL Code E Patient Harry Wong id Charge To Source of Fund a S Project No gt Clinic Code Clinic Status Clinic Name Receipt No Remarks Entitlement And Balance Staff Family Total Current 4pplication Claim Amount Expenses Reimbursement Medical Expensesi Claimable Amounti Actual Claim Amount Co Payment 4mount n Select the Treatment Type from dropdown By default GL Code is filled based on Treatment Type Select the patient from Patient dropdown By default Relationship is filled based on patient n Select the Employee Cost Centre Source of Fund and Project No from pick list Select the Clinic Code form pick list Enter clinic Name Receipt No and Remarks x Enter the amount in Medical Expense field by default Claimable Amount Actual Claim Amount and Co Payment Amount fields are filled are calculated User Manual Version 1 0 Page 22 mecWsge IGS Claims StarVision Information Technology Pte Ltd HUMAN RESOURCE n Click on Save button to save the claim To add more claims click on the Add button and repeat the same process and close the detail screen to navigate to parent screen 4 1 3 Apply for Public Transport Claims m To add public transport claim records to all claims select the Public Transport Claims from the dropdown list as shown below Claim Transactions Employ
21. ee Id BAESNODOZ arry Wong Grg Unit Information Technology Department a eteitie M50 sc Yiew Upload File s Information aia a i Claim Remarks Claim Transactions Details Claims Select Claim Select Claim Miscellaneous Claims Medical Claims Public Transport Claims Claim Category Private Transport Claims ort To Excel Si Export To PdF User Manual Version 1 0 Page 23 MecWise ie Claims StarVision Information Technology Pte Ltd HUMAN RESOURCE n System will navigates to load the Public Transport Claims details screen as follows Public Transport Claim Details Source of Fund BASE o Project No BD o o ooo SL Code ROM SPORT Staff Local Transportation Information Start Date Esl start Time fi Transport Type T Payment Type Personal Y Transport Fror Select Transport From Y Select Transport From T Pls Specify Places Travelled Fram Transport To Select Transport To Pls Specify Places Travelled To Purpose Of Trips b 00 Amount Of Fares Paid Travel Expenses Btw Home and Office Remarks m Select the Employee Cost Centre Source of Fund and Project No from corresponding pick lists By default GL Code field is filled z Enter all mandatory field information into fields By default Travel Expenses Btw Home and Office field is setup based on start date selection system will get the Travel Expenses Btw Home and Office from the Claim Master Setup g
22. hange Rate from pick list Enter the Claim GST Amount and select GST Code from dropdown then the GST Amount and Actual Claim Amount calculated Enter Description and Remarks and click on the Save button Close the popup window detail screen to navigate to parent screen to add another claim record save To update the miscellaneous claim record details select the record in the grid and click on the Update button modify the fields and click on Save button to save the changes To delete the record select the record in the grid and click on the Delete button to delete the claim transaction details User Manual Version 1 0 Page 20 MecWise iT 4 Claims StarVision Information Technology Pte Ltd HUMAN RESOURCE 4 1 2 Apply for Medical Claims m To add medical claims records to all claims screen select the Medical Claims from the dropdown as follows Claim Transactions Employee Id BAGENDODZ arry Wong Org Unit Information Technology Department Benefit Scheme 5 iew Upload File s Information Claim Status Ful Actual Claim Amount Claim Remarks Claim Transactions Details Select Claim Select Claim Miscellaneous Claims Medical Claims Public Transport Claims Private Transport Claims Claims FOF 2 Export To PdF i Claim Category User Manual Version 1 0 Page 21 Meclisc iT 4 Claims m System navigates to load the Medical Claims details screen as
23. ication Id filled Select the Role id Recipient Id from pick list and click on Save button as follows add W Update Delete Search Query g Print ga Move Prev M Move Next Save Cancel Exit Add a Recipient Emai Set Edit Routing List pp estonia Rn RA tapprova O da pasenooos _ __ _ _ D e PEE User Manual Version 1 0 Page 27 MecWise Claims StarVision Information Technology Pte Ltd HUMAN RESOURCE 4 1 7 How to upload files in Claims Application 7 To add the receipts upload files to the claim application record select the record from the header grid of the all claims screen will displays the selected record in the screen m Click on Update button to change the screen mode to update mode and click on View Upload Files button will open a new window as follows File Upload Upload File Click to Select the BE fci to Sc Friendy Names a fle sie allowed to upload amp 2 M8 Information Click to upload file ss T 7 Click on Browse button to select the upload file m Click on Upload button to upload the selected file After uploading the uploaded file is showing in the grid as shown in the below User Manual Version 1 0 Page 28 MecWisc Claims StarVision Information Technology Pte Ltd HUMAN RESOURCE File Upload Upload File PY Bros rendy Name 0 Information Clcik to delete the file Upload Fil vpe Upload File xlsx applic
24. located in the top left hand corner of the form after the 1st condition has been entered before entering the 2nd condition And And Not Or Or Not Icon Implication And System will filter only records satisfying both conditions And Not System will filter records satisfying the 1st condition and eliminate those that satisfy the 2nd condition Or System will filter records that satisfy either condition Fic Ala System will filter records that satisfy 1st condition or those that do not Or Not z satisfy the 2nd condition At the bottom of the Query Form is another row of icons User Manual Version 1 0 Page 12 Meclisc IG Claims StarVision Information Technology Pte Ltd HUMAN RESOURCE fe Platform MET QueryBuilder Google Chrome w Mot Equal Ta Benefit Scheme Description Effective Dake From Greater Than Equal To Effective Date To Le Than t Greater Than Less Than Equal To Like Is MULL Ts Mot MULL In Icon Implication Confirm conditions set Exit Query Form By clicking on the Order by tab the user can pre set the order in which the records filtered will be listed User Manual Version 1 0 Page 13 MecWise ic Claims StarVision Information Technology Pte Ltd HUMAN RESOURCE T ePlatform NET QueryBuilder Webpage Dialog And and Net eee Oo Dok Facute Benefit Scheme Pi Gea Then De
25. mecWisg T 4 Claims HUMAN RESOURCE Page 2 mecWisg T 4 Claims StarVision Information Technology Pte Ltd HUMAN RESOURCE System Features MecWise Claim Management System part of the MecWise Human Resource is a fully integrated Comprehensive claim management information package which incorporates a complete range of business applications required in all areas of claim management MecWise Claim Management enables the processing of your claim Management efficiently providing the built in intelligence to assist managing claim functions Consistency and Simplicity lt is easy and simple to operate as menus and windows together with on line help messages govern the entire system In addition each module is designed with the same operational procedure New users need only to learn and be familiar with one module and soon be familiar with all of them Hence even users with no computer experience will find it easy to operate Flexible The system provides flexible master file maintenance for adding modifying and deleting master file information respectively Popup windows tables With the prompt windows searches through files are made simple and it allows users to obtain prompt and accurate access data Reports provided Listing and statistical reports are provided too marking checking and reporting purposes much more efficient and effective User Manual Version 1 0 Page 3 MecWise IGP Claims StarVision
26. mount Per KM ERP Toll Amount Car park Charges Click on Save button to save the claim to add more claims repeat the same process n Close the popup window detail screen to navigate to parent screen to add another claim save submit the application 4 1 5 How to update delete Claim Transaction Details m To update the claim transaction details select the record in the details grid to open the details screen in popup window Select the record in the grid and click on Update button change the screen mode to update mode Modify the fields which open for update and click on Save button to save the changes z To delete the claim transaction details select the record in the details grid to open the details screen in popup window Select the record in the grid and click on Delete button to delete the selected record 4 1 6 How to add update delete the Routing list We can add update delete the routing list from all claims screen n To add the routing list select the record from all claims header grid will displays the selected record in the screen Click on Update button to change the screen mode to update mode and click on Add New button as follows User Manual Version 1 0 Page 26 MecWise IGS Claims StarVision Information Technology Pte Ltd HUMAN RESOURCE Routing List Routing Officers Routing Status Recipient Role Role Description System will navigate the screen to routing list details screen By default Appl
27. r lt P Amount Per EM 21 55 Start Date Ma g Start Time EB Payment Type Personal Transport From Select Transport From T Pls Specify Places Travelled From Transport To Select Transport To T Pls Specify Places Travelled To Purpose Of Trips Amount Incurred Mileage EM Distance Btw Home nd p Office KM Claimable Amount Carpark Charges ERP Tall Amount Actual Claim Amount Remarks i F n Select the Employee Cost Centre Source of Fund and Project No from pick list i By default GL Code field is filled User Manual Version 1 0 Page 25 mecWisg Ie Claims StarVision Information Technology Pte Ltd HUMAN RESOURCE n Select Vehicle Type from pick list By default Amount per KM filled based on master setup Select Start Date and Start Time from Calendar Icon and Payment Type from dropdown m Select the Transport From and Transport To from dropdowns By default Pls Specify Places Travelled from and Pls Specify Places Travelled To are filled when user select the Transport From and Transport To as Home n System checks the Transport From and Transport To cannot be same 7 System checks the Travel Expenses Btw Home and Office and calculate the actual claim amount if either Transport From or Transport To is selected as Home n System calculates the actual claim amount based on the Mileage Distance Btw Home and Office KM A
28. scription O Effective Date From Greater Than Equal To Effective Date To l then Less Than Equal To O Like Is NULL Is Not NULL On Not In na Internet Order by Tab Click on the property From left hand screen which the listing will be done according to Click on to add the property to the screen on the right Conversely to unselect a property click on it and click on KE to return it to the screen on the left Es L7 moves the property higher or lower in position priority in the case of multiple properties selected Ascending Order a b C 2Z 1 2 3 9 Descending Order z y x a 9 8 7 1 To start the filtering with conditions and order defined click on OK Located at bottom of Order By tab The records which fit the conditions laid down will be listed in the Browser A typical browse screen constitutes of titled columns and rows of stored data A sample of a browse screen is shown below User Manual Version 1 0 Page 14 Meclise IGS Claims StarVision Information Technology Pte Ltd HUMAN RESOURCE a bec eee ee mO01 DBS DBS Shenton Y Way tO 2000 1 01 2001 00 00 00 ae cnr 01 2001 12 00 00 _ L e002 DES Jurong 01 01 2001 00 00 00 eplatform 01 01 2001 12 00 00 eplatform T ER 003 Shenton Way 03 01 01 2001 00 00 00 eplatform 01 01 2001 12 00 00 eplatform 004 Parkway Parade 004 01 01 2001 00 00 00 errs 01 01 2001 12 00 00 ere __ 005 DB
29. t Transport Fare m Select the Transport From and Transport To from dropdowns By default Pls Specify Places Travelled from and Pls Specify Places Travelled To are filled when select the Transport From and Transport To as Others write into multiline textboxes n System checks the Transport From and Transport To cannot be same System checks the Travel Expenses Btw Home and Office and calculate the actual claim amount if either Transport From or Transport To is selected as Home Enter Amount Of Fares Paid By default Actual Claim Amount calculated Actual Claim Amount Amount Of Fares Paid Travel Expenses Btw Home and Office User Manual Version 1 0 Page 24 mecWsge iT 4 Claims StarVision Information Technology Pte Ltd HUMAN RESOURCE n Click on Save button to save the claim to add more claims repeat the same process Close the popup window detail screen to navigate to parent screen to add another claim save submit the application 4 1 4 Apply for Private Transport Claims m To add private transport claim records to all claims select the Private Transport Claims from the dropdown list z System will navigates to load the Private Transport Claims details screen as below Private Transport Claim Details Employee Cost Centre ff Mfproepatmet Source of Fund Base o lt S Prope Na OOo CO fk oa Information vehicle Type ka
30. ted records in the screen Enter the comments in the comments fields and click on Ok button to approve the selected application records to approver and click on NO button to deny the selected application records to reject User Manual Version 1 0 Page 39 MecWise I Claims StarVision Information Technology Pte Ltd HUMAN RESOURCE Multiple Action Form ef fi_ gt OY Quick Search 7 Query Bulder S Export To Action Required FADVISORY Please attach supporting documents before submitting this claim All claims BAGS CLM HRW 1402000016 250212014 Cindy Lee wea Clap Gate Approval 2o02 2014 2502 2014 Actual Claim Amount 50 00 el 6 l Lao Document Type Document Reference Document Date Applicant Document Summary Due On Selected BAGS LM AR 1402000016 Applications for BA6esCLM HRw 140200001 7 Multiple Action Select Applicatio Put your Test Multiple approval Comments here 7 4 Delegation This module allows the user to assign delegations to employees for Claim application and approvals only Go to Inbox Menu page gt Delegation menu item Click on Delegation menu item will displays the screen in add mode Select the Application Type from the drop down Select the Delegate To from pick list to set the covering officer Select the Delegation Type to set the officer to apply approve on behalf Select the Delegation Role if the Delegation Type is Approval
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