Reimbursement Requirements

Overview:

A Reimbursement Requirement is an attribute or condition that an employee must meet before they will be eligible for a reimbursement. Reimbursement Requirements are optional, but can be used in situations where employees are not to receive a reimbursement until that special condition is met or attribute known. Reimbursement Requirements are defined in the Reimbursement Requirements window, and ultimately assigned as a requirement in the Master Reimbursement window via the Requirements tab. Once a Reimbursement Requirement is assigned to a reimbursement, even if an employee is assigned a reimbursement via the Voluntary Reimbursement window, the reimbursement will not calculate until the employee has an updated Reimbursement Requirement in the Employee Payroll Information window. 

In the video below, we will walk you through how to setup a Reimbursement Requirement

Benefits:

• Restrict which employees are eligible for certain reimbursements based on some attribute or condition

Roles:

• Payroll Manager

Location:

• Payroll > Setup > Deductions, Reimbursements and Other Compensation > Reimbursement Requirements

Video: