Understanding Tuition Reimbursement
The Tuition Reimbursement feature is a benefit program that enables organizations to pre-approve and reimburse their employees for furthering their education through professional development, obtaining certifications, pursuing higher education, or completing training. This allows administrators, managers, and employees the ability to submit and track tuition reimbursement requests.
This features provides a flexible interface to set up reimbursement rules and regulations, grants employees and administrators a quick and easy way to submit reimbursement requests, allows managers and administrators access to review, pre-approve, and approve requests, and provides processes to load and pay tuition reimbursements through the Payroll for North America system.
Setting Up Tuition Reimbursement
When setting up the Tuition Reimbursement features, organizations can specify:
Schools that are eligible for tuition reimbursement.
Non taxable eligibility amounts.
Reimbursement periods and dates.
Grading systems.
Annual tuition eligibility limits.
Payroll earnings codes used for reimbursements.
Eligible expense types, such as tuition, books, travel, and more.
Eligible eduction reimbursement types, such as degrees, certificates, and so forth.
Pre-approval and approval options required for the employee and administrator.
Reimbursement limits by job codes.
For more information on setting up the Tuition Reimbursement feature, see Setting Up Tuition Reimbursement.
Submitting and Reviewing Tuition Reimbursement Requests
Each user will access the Tuition Reimbursement (Landing) Page from the following tiles to perform various tasks:
Tuition Reimbursement Tile (for Employees). Employees can then:
View previous and current tuition reimbursement requests for themselves.
Review approval statuses.
Withdraw a request.
Create new reimbursement requests.
Team Tuition Reimbursements Tile (for Managers). Managers can then:
View previous and current tuition reimbursement requests for their team members.
Review approval statuses.
Manage Tuition Reimbursement Tile (for Administrators). Administrators can then:
View previous and current tuition reimbursement requests for an employee.
Review approval statuses.
Withdraw a request.
Create new reimbursement requests for an employee.
For more information on requesting tuition reimbursements, see Creating and Managing Tuition Reimbursement Requests.
Approving Tuition Requests
This features uses the Approvals feature. Managers and administrators use the Pending Approvals - Pre-Authorize Tuition or Reimburse Tuition Page to:
Review details about a request.
View all reimbursement requests for a person.
Access the company reimbursement policy.
Approve or deny a reimbursement request.
Processing Payroll Reimbursements
Tuition Reimbursement integrates with Payroll for North America to process payments for employees. The Tuition Reimbursement payroll integration process (see the Process Tuition Reimbursement Page) sends messages to the payroll system with the request, and the paysheet update loads the request for payment processing, with or without taxation. Once the payment process is complete, the system will send an integration message to update the Tuition Reimbursement request as paid.