*NOTE: To set a custom approval workflow for a group of claim types, you must first create the group of claim types.


Login to your BrioHR account:


1. Go to HR Lounge.


2. Navigate to Expense Claims.



You’ll be directed to the Expense Claims landing page(Claim Request).

3. Go to Claim Groups.


4. Click on + Create claim group button to create a new claim group.



5. At the Add Group pop-up window, input the following details:

  • Group name - mandatory field (eg. Business Trip).
  • Claim type - Choose the claim types from the dropdown menu. (eg. Meals and Hotel).


6. Click on Save to complete the action.