Employer Reimbursements Workflow

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