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Administrator Guide
Last Updated: 2023-06-23
Steps: Manage Reimbursable Allowance Plans

Steps: Manage Reimbursable Allowance Plans

You can link allowance plans to expense items and pay them out after you approve the expense report. This diagram illustrates the process flow for managing reimbursable allowance plans:
Reimbursable Allowance Plan Process Flow
  1. Create an expense item for reimbursement accounts with an
    Expense Item Amount Type
     of
    Based on Allowance Plan
    .
  2. Select
    Reimbursable
    .
  4. Employees without an assigned reimbursable allowance plan must create a spend authorization and select the
    Expense Item
     associated with an
    Allowance Plan
    . Employees must then submit their expenses for approval and allowance plan assignment.
  6. After you approve expense reports with reimbursement account expense items, include them in a settlement run to reimburse employees.
  7. (Optional) Access the
    View Reimbursable Allowance Plan Activity
     report.
    Review an employee's activity for an assigned reimbursable allowance plan. You can configure this report to display on
    View Worker
    ,
    Worker Profile
    , and
    Talent Profile
    .
    Security (in the Core Compensation functional area):
    • Self-Service: Compensation
    • Worker Data: Compensation by Organization