Claims
Payroll claims, expenses and mileage.
Create a batch payroll claimYou can create a batch payroll claim to add claims for other employees by following the steps in this article.
Set up an approver for batch claimsFollow these steps to set up the approver for all batch claims submitted for a section.
Approve or reject a pay claimFollow these steps to approve or reject a pay claim if you have been set up as an approver.
Pay claim not pulling through to PayrollFollow these steps if a pay claim added in the system does not go through to the Payroll software.
Mileage claims not reaching the Payroll softwareFollow these steps if mileage claims submitted from Access Education People don't reach Payroll.
Add all employees in section to a payroll claimUse the 'Automatically add all employees in section' checkbox to add all users from a section to a payroll claim.
Error: 'You can't submit claims that are older than 90 days'Follow the steps in this article to resolve the error 'You can't submit claims that are older than 90 days' when submitting mileage claims.
Create a batch expense claimFollow the steps in this article to create a new batch expense claim.
Create a batch mileage claimFollow the steps in this article to create a new batch mileage claim.
Error: 'No matching mileage scheme rate found'The error 'No matching mileage scheme rate found' when adding mileage means that a rate is not created for the employee's vehicle fuel type.
MILE code missing from mileage claimThe MILE code can be added on a mileage scheme and in the Global settings page.
Can a batch pay claim be amended while temp covering?If a batch pay claim has been submitted by another user, you will not be able to edit or submit it by temp covering.
Pay claim assigned to an unavailable approverIf a pay claim is assigned to an approver that can no longer approve or reject it, another user can look into doing this from their end.
Element not available in the dropdown when creating a claimFollow these steps if a pay element is not displayed in the Element dropdown when creating a payroll claim.
Delete a pay claims batch that has been submittedYou can delete a pay claims batch that has been submitted but not yet processed.
Batch claim statusesThis article provides information on what each claim status means.
Create or edit payroll claim templatesFollow these steps to set up a payroll claim template which can be used when creating batch payroll claims.
Batch payroll claim hasn't exportedFollow these steps if one of the claims in the system hasn't pulled through to Payroll.
Error: 'This area still needs setting up by your system administrator'Follow these steps if you receive the message 'This area still needs setting up by your system administrator' when going to Payroll Claims.
Claim hasn't progressed to the second approverFollow these steps if a pay claim, expense or mileage hasn't reached the second approver.
Mileage claims not calculating as expectedThis article provides more information on why a mileage may not be calculated as expected.
Incorrect claim value when adding mileageFollow these steps if you are creating a mileage claim from Self Service but the value of the claim is too low or too high for the miles entered.
Employee not available when creating a batch claimFollow these steps if you are creating a new payroll batch claim and the employee you need to add is not available in the dropdown list.
Expense categoriesFollow the steps in this article to add or amend an expense category and to enter payroll codes for expenses.
Evidence dropdown list does not include all optionsFollow these steps if you are adding an expense claim but do not have all options in the Evidence dropdown list, such as 'No Receipt', 'Receipt with VAT number', 'Receipt…
Edit commute miles when adding a mileage claimFollow these steps to give users permission to edit the Commute Miles field when adding a mileage claim.
Employee can see other schools in Payroll ClaimsFollow these steps if an employee has too much access when going to the Payroll Claims menu, like seeing claims from schools they shouldn't have access to.
Save button not working on mileage claimFollow these steps if users are unable to save their mileage claims.
Create and assign a mileage schemeFollow these steps to set up a new mileage scheme and assign it to an employee.
Add passengers on a mileage claimFollow these steps to set up a passenger rate and add a number of passengers to your mileage claim.
Approver unable to delete a claim from their NotificationsFollow these steps if the approver for a claim needs to remove it from showing in their Notifications page.
Can employees see the 2nd approval level of their pay claim in Self Service?This article provides information on viewing the 2nd level approver from Self Service for claims you've submitted in Self Service.
Location address in the Mileage Claims section is incorrectFollow the guidance in this article if you've added a location when creating a mileage claim but the address is picked up incorrectly.
Remove Add Fuel Receipt from My ExpensesThis article provides information on the Add Fuel Receipt button in My Expenses, Self Service.
Unable to select a section when creating a claimFollow these steps if a user is unable to select a section from the organisation structure when creating a payroll claim.
Unable to submit mileage claim with a vehicle less than 3 years oldThis article explains why an employee will be unable to submit mileage claims without MOT although their vehicle is less than 3 years old.
Sort payroll claims by dateFollow the guidance in this article to sort payroll claims by date.