HR Admin Training

Processing reimbursement claims

Approve employee reimbursement requests after expenses are verified.

Reimbursements (Operations → Reimbursements) handles repayment of approved out-of-pocket costs, separate from live expense logging.

  1. Open reimbursements queue
    Operations → Reimbursements — view pending claims with category and amount.
  2. Validate against expenses
    Cross-check with approved expenses or supporting documents before approval.
  3. Approve or reject
    Approve to mark for payout; rejected claims notify employee with status update.
  4. Pay out
    Include approved reimbursements in next payroll or separate bank transfer per company policy.