Employee Travel Reimbursement Request

Employee Travel Reimbursement Request

Expenses after a business trip: the employee submits the receipts, the manager approves, and finance checks and pays.

Use the process template as it is or adjust and extend it to your needs.

The process starts when a business trip is completed. The employee submits the expenses with the receipts. The manager approves them. If they are approved, the finance department checks the receipts and pays the reimbursement. If they are rejected, the employee clarifies the rejected expenses.

The decision is the status of the approval work item: when it is resolved with the status Rejected, the process takes the rejection path. The workflow of the work type needs this status. Without it, the default path is taken.

Adapt it: add a second approval for high amounts as in the template Purchase Request, and attach the receipts to the work item of the process instance so that every step can see them.

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