How to Create a Claim Category

This guide will show you how to create a new claim category in NeuHR. Claim categories are used to classify claims and operational cost categories such as Transport, Equipment, Office Rental, Utilities, and more.

Prerequisites

You must have HR Executive or Super Admin role
Access to the Settings menu

Step 1: Navigate to Claims Settings

From the main dashboard, click on Settings in the left sidebar, then click on Claims from the submenu.

Navigate to Claims Settings

You’ll see the Claim Categories page, which displays all existing claim categories in your organization.

Step 2: Click New Claim Category Button

On the Claim Categories page, click the New Claim Category button located in the top right area of the page.

Click New Claim Category Button

This will open the Create Claim Category form.

Step 3: Fill in Claim Category Details

Enter the following information in the form:

Company: Select the company this claim category applies to (pre-selected with your current company)
Name: Enter a clear, descriptive name for your claim category (required)
Description: Provide a detailed description of what this category covers (required)

Fill in Category Details

For example:

Name: Office Supplies
Description: Claims for office supplies including stationery, printer ink, and other office materials

Step 4: Create the Claim Category

Once you’ve filled in all required fields, click the Create button to save your new claim category.

Success Message

You’ll see a success message confirming that the claim category was created successfully. The system will automatically redirect you back to the Claim Categories page.

Step 5: Verify the New Category

Your newly created claim category will now appear in the Claim Categories list. You can use the search box to quickly find it.

View New Category

The category is now available for use when employees submit claims or when creating claim subcategories.