Employee Reimbursement

Employee Reimbursements

Automated requests and reviews speed up the reimbursement process, freeing employees and managers from a mundane manual process.

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Use Cases / Employee Reimbursements

Expediting requests & reimbursements

Workflow automation streamlines both ends of the travel request and expense reimbursement process, maintains data compliance, and centralizes documentation.

Challenge

Refine and digitize the often multi-layered process involved in allowing employees to file reimbursement requests with simple online forms controlled by workflow automation.

Requirements

  • Simple online request forms accessible 24/7 by employees
  • Integrated electronic signatures
  • Automated notifications and alerts
  • Integration with back-end HR, and financial systems
  • Role based permissions and access to data and content
  • No programming or coding at design time to ensure fast time-to-market
  • Ability to self-administer
  • Workflow dashboards with real-time status updates
  • Insight into analytics and KPIs

Solution

  • Online self-service forms let employees file reimbursement requests without submission errors
  • Workflow, including designation of gatekeepers and notifications, is completely customizable
  • Once submitted, requests are automatically routed to proper managers/stakeholders for review
  • Approval or denial notifications automatically generated and sent to employees
  • Integrations allow approved expenses to be routed to other departments (such as Accounting)
  • Final documentation centrally archived

Results

  • SimpliGov forms and workflow automation shortens the multi-step, manual submission process for employees to request travel approvals, and request reimbursement for business travel expenses (such as flights, meals, lodging, and entertainment)
  • Provides a much easier way for employees to submit their requests before and after work-related travel
  • Enables management to more easily track and approve requests
  • Managing reimbursements saw far fewer errors and shorter reimbursement wait-time

“The adoption rate for this product has been amazing. It was not only agile, it was really fine-tuned.”

Caroylyn Staats, Sonoma Country

Carolyn Staats, Sonoma County

Resources

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Look who is using SimpliGov & loving it.