Upload Reimbursements

Upload Reimbursements by following the steps below:

1. Navigate to Employees.

2. From the Upload Employees dropdown, select Reimbursements Employee.

   

3. Download the template.

   

4. Fill in the Reimbursement template.
   1. Employee ID: Enter the Employee ID of the employee who will be assigned the reimbursement.
   2. Reimbursement Name: Enter the reimbursement name configured under Preferences > Payments, with Submit Request enabled.

   3. Max Amount: Enter the maximum reimbursement amount per period configured for the reimbursement type.

      

5. Return to the Upload Reimbursements page and select the Company.

6. Click Next.

   

7. Select the completed reimbursement template to upload.

   

8. Match each column in the uploaded file to the corresponding system field.

9. Click Upload.

   

10. Once the upload is successful, the system displays the message: "Import data successfully."

    

11. The uploaded reimbursements will appear in the employee's profile under the Reimbursements tab.