Employee Reimbursements Overview

This Employee Reimbursements module allows an employee to create a requisition to be reimbursed for things like travel & employee purchases. When the requisition is approved, it becomes an Employee type invoice to be paid to the employee's direct deposit account, either via check or EFT. 

• The My Reimbursements window displays the reimbursement requests created by the logged-on user, and is used to add, edit, delete, submit, undo submit, and withdraw the user's reimbursements.

• The Employee Reimbursements window displays all reimbursements in the system, and is used by those with Employee Reimbursement Administrator or equivalent permissions to add, edit, delete, submit, undo submit, and invoice reimbursements.

• The My Reimbursement Approvals window is used to edit, approve, and disapprove reimbursements for which the logged-on user is part of the approval process. It's accessed by users with Employee Reimbursements Approver or equivalent permissions.

Setup for Employee Reimbursements

You don't have to create a new approval process to approve employee reimbursements. Instead you can use a previously created approval process by editing requisitioner and approver records to include employee reimbursements.

• Edit requisitioners to select & enable an approval process for each employee who will submit employee reimbursements.

• Edit approvers for employee reimbursements by enabling them to approve reimbursements and entering their sites & departments, as well as any needed restrictions.
  If an approver's department and site match a requisitioner's department and site, that approver will be automatically selected for the requisitions' approval process.

Other Employee Reimbursements topics

Attach files

Employee Reimbursements Security

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