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Overview:

There are two methods of setting up/manually entering employee reimbursements:

  • Voluntary/Recurring Reimbursements
    • Voluntary Reimbursements are setup before payroll is processed and automatically calculate/add to the employees check. From a payroll process standpoint, nothing needs to be entered/updated in order for these Reimbursements to calculate once they have been setup
  • One Time Reimbursements
    • One Time Reimbursements are Reimbursements that can be entered for a specific pay period/check. One Time Reimbursements will only calculate/add to the employees check when manually keyed into a time entry batch for the period

In the event a single employee, has the same Reimbursement # setup as a voluntary Reimbursement and a One time Reimbursement was keyed, system option #91 will dictate whether the one time Reimbursement will add to the voluntary Reimbursement, or if the one time Reimbursement will replace the voluntary Reimbursement. The default setting of option #91 is set to override the voluntary Reimbursement amount. 

The video below walks through entering a one time Reimbursement for an upcoming payroll process

Benefits:

  • Ability to Reimbursement amounts from an employee check NOT on a recurring basis
  • Quickly enter an override Reimbursement amount to take place of any recurring Reimbursement calculations for exception scenarios

Roles:

  • Payroll Clerk

Additional Content

  • Option 191 = Y: One Time Reimbursements/Reimbursements replace voluntary/recurring amounts

Location:

  • Payroll > Time Entry > Time/Equipment/Production Units Entry

Video:

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