Employees will be available to be selected when creating a claim as long as they are from the same section/subsection and payroll as the settings chosen when creating a claim.
Check the section
Go to the employee's profile and click Employment.
Click Position.
In the Post Details section you will see where the employee is created within the organisation structure.
Check the Section and Subsection for the employee. These will need to be the same as the section and subsection selected when creating the claim.
Check the Payroll
Go to the employee's profile and click Payroll.
Click Pay.
Check the Payroll selected in the Pay Details section. This will need to be the same as the Payroll selected when creating the claim.
To change the employee's payroll if it's incorrect:
Go to the employee's profile and click Payroll.
Click Pay.
Click Edit in the Pay Details section.
Select the correct payroll from the Payroll dropdown list and click Save.
📌 Note: You will not be able to change the employee's Payroll if the new Payroll has a different tax reference number than the one currently set on their profile.