Using Fluid Approvals to Approve Tuition Reimbursement Requests

Fluid Approvals supports the following Tuition Reimbursement approval transaction types:

Pre-Authorize Tuition: When a person creates a request that needs to be pre-approved prior to an organization agreeing to pay for training.
Reimburse Tuition: When a person creates a reimbursement request for the actual training cost.

This topic discusses how to approve tuition reimbursement transaction requests using Fluid Approvals.

For using the common Pending Approvals and Approvals History pages, see Using PeopleSoft Fluid User Interface Self-Service Approval Transactions.

Page Name	Definition Name	Usage
Pending Approvals - Pre-Authorize Tuition or Reimburse Tuition Page	EOAWMA_TXNHDTL_FL	Review and take action on tuition reimbursement-related requests.

Use the Pending Approvals - Pre-Authorize Tuition or Reimburse Tuition page (EOAWMA_TXNHDTL_FL) to review and take action on tuition reimbursement-related requests.

Note: The approver must be assigned the Tuition Reimbursement Approver role.

Navigation:

From the approvals pages, select a Tuition Reimbursement - Pre-Authorize Tuition or Reimburse Tuition row on the Pending Approvals page.

Pending Approvals - Pre-Authorize Tuition page

Pre-Authorize Tuition requests are not submit to payroll for reimbursement. It's purpose is to pre-approve future training and assure the employee that the organization is willing to cover reasonable costs.

After a Pre-Authorize Tuition request is approved, requesters will use the Tuition Reimbursement (Landing) Page and select the Start Reimbursement button for a pre-approved request to access the Tuition Reimbursement (View Summary) Page. This will allow them to enter the final costs and information when the training is complete so they can then submit a reimbursement request.

Pending Approvals - Reimburse Tuition page

After a Reimburse Tuition request has been approved, the administrator will use the Process Tuition Reimbursement Page to submit all expenses to the payroll system.

Approval Options

The approval options on this page are common to all fluid approval transactions, as described in the documentation for the Pending Approvals - <Transaction Details> Page.

Field or Control	Description
Approve and Deny	Use these buttons to take action on the requested approval. If a request is not acceptable, select to deny the request. A person will need to create a new reimbursement request if new or different information is needed.

Field or Control

Description

Approve and Deny

Use these buttons to take action on the requested approval.

If a request is not acceptable, select to deny the request. A person will need to create a new reimbursement request if new or different information is needed.

Reimbursement Details

This section displays the summary information of the request.

Field or Control	Description
View Website link	View the website for the course or program that the employee will or has taken.
View Tuition Reimbursement Policy link	Select this link to access the tuition reimbursement policy. This link is defined on the Company Level Configuration Page.
View All requests link	Select this link to access the Tuition Reimbursement (Landing) Page where you can view all reimbursement requests for this employee.

Course Details

This section displays information about the courses, their length, and estimated or actual cost.

Other Expenses

This section displays for Reimburse Tuition requests and shows the additional costs for training, if applicable.

Attachment Details

Field or Control	Description
Attachments	Select this item to open the Attachments page, where you can review the attachment associated with this request, if any.

Approver Comments and Approval Chain Sections

Field or Control	Description
Approver Comments	Enter any comments related to the approval action you take.
Approval Chain	Select this item to open the Approval Chain page, where you can review information about the status and approvers for the transaction.