How to Edit Claim Subcategory

This guide shows you how to edit an existing claim subcategory in NeuHR.

Steps

1. Navigate to Claims Settings

   From the left sidebar, click on Settings to expand the menu, then click on Claims.

   

2. Open the Claim Category

   On the Claim Categories page, click on the name of the category that contains the subcategory you want to edit (e.g., Staff Benefits).

   

3. Click the Subcategory Name

   Scroll down to the Subcategory section on the category details page. Click on the subcategory name you want to edit.

   

4. Update the Subcategory Details

   The Update Claim Subcategory form opens with the current details pre-filled. Edit the fields you want to change:

   • Name — the display name of the subcategory
   • Description — a description of what this subcategory covers
   • Allow Joint Claims — toggle to allow multiple employees to submit claims together
   • Allow File Uploads — toggle to allow employees to attach supporting documents
   • Submission Grace Period — number of days after the period ends that employees can still submit claims
   • Eligibility — claim limits per employment type (Full Time, Contract, Intern, Part Time, Freelancer)

   

5. Save the Changes

   After making your edits, click the Update button at the bottom right to save.

   

6. Confirm the Update

   You will be redirected back to the claim category page. The updated subcategory will appear in the Subcategory list with the new details.

   

Related Guides

• How to Create a Claim Subcategory
• How to Update Claim Category