Determine Employee Eligibility

1

Employee eligibility is paramount. Define clear criteria to ensure fairness and consistency in reimbursements.

Delegate Responsibilities

2

Delegate responsibilities wisely to streamline the reimbursement process. Assign tasks clearly to avoid confusion.

Identify Work-Related Expenses

3

Accurately identify work-related expenses. Categorize and document expenses to maintain transparency and accountability.

Set Clear Reimbursement Rules

4

Establish clear reimbursement rules to guide employees. Transparency fosters trust and compliance.

Explain How Denials Work

5

Clearly explain the process of denial to employees. Provide reasons & avenues for appeal to maintain employee satisfaction.

Break Down Approval Protocol

6

Break down the approval protocol for reimbursements. Define steps and timelines to expedite the process.

Define How Repayment Works

7

Define the process of repayment for any ineligible expenses. Clarity in repayment terms avoids confusion and delays.

Implement a Reliable Tracking System

8

Implement a reliable tracking system to monitor reimbursements. Utilize technology for accuracy & efficiency.