Employer Reimbursements Workflow
Preconditions:
- Service Code exists that allows Employer Reimbursements
- Client has active funding account and authorization for above service code
- FI Employee is given Employer Reimbursement Admin Permission
- Optional: Client has Employer Reimbursements enabled on Client Profile (this allows the Client ability to submit New Reimbursement Requests in addition to the Employer)
Process:
- Employer or Client creates New Reimbursement Entry
- System checks if Employee Service Account exists for employee/client/service code combo
- If one does not exist, the system will create one
- System creates parent reimbursement entry in canceled status and child reimbursement entries for each date of service in pending status
- Employer Reimbursement Admin Permission reviews (approve/reject) pending reimbursement entries
- Payroll Processor processes approved vendor payment entries in payroll batch
- Billing Processor process approved vendor payment entries in billing batch
Notes:
- Reimbursement Entries can be imported by super users or users with Import Admin Permission
- Reimbursement Entries can be also be created by super users or users with Employer Reimbursement Admin Permission
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