How to set up reimbursement approval rules? How to set up reimbursement approval rules?

How to set up reimbursement approval rules?

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If you wish, you can define approval rules for reimbursement requests added by your employees.

To set these rules, go to the "Additional parameters" section of your program and activate the activation of reimbursement request.

💡 Some services may require reimbursement requests to be enabled to work. If you disable this option, the affected services that are part of your program will also be disabled.

 

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To define rules, go to the "Approval policy" of your program. You can then define two types of rules by clicking on "Add a rule":

  • General rules that will apply by default to all claims.
  • Service rules which will be dedicated to one or more services. They replace the general rules.

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Define a general rule

To add a general rule, you will need to fill in several pieces of information:

  • The amount above or equal to which a claim will be subject to this rule
  • The type of expense. Do not forget to click on "Reimbursement"
  • Whether your employees need to provide specific information or proof for the claim to be approved
  • Whether administrators must manually validate claims or verify approved claims

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If you activate these last two options, you will have to indicate whether it will be the HR manager or the team manager who will perform these actions.

 

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Define a service rule

When adding a service rule, you must first select the service(s) to which this rule will apply.

💡 You can only select services that belong to the program you are in.

In the same way as for general rules, you will then need to fill in several pieces of information:

  • The amount above or equal to which a claim will be subject to this rule
  • The type of expense. Do not forget to click on "Reimbursement"
  • Whether your employees need to provide specific information or proof for the claim to be approved
  • Whether administrators must manually validate claims or verify approved claims

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