Gifts & Entertainment Reimbursement
Challenge
Workflow for processing requests for gifts and entertainment reimbursements for expenses incurred (e.g. taking a client out to dinner).
Solution
- Using TAP, reimbursement request forms can be designed to meet any enterprise requirements, and made available online for user access.
- Forms prompt users for complete expense information, and can accommodate attachment/upload of receipts, etc.
- Upon form submission, the workflow can be designed to route requests to the proper gatekeepers, such as a requester’s supervisors and finance department.
- Automated notifications and reminders move the process forward by prompting timely action from all participants.
- Employees can be sent automated notifications when their request has been approved or, heaven forbid, held up or denied.
- Centralized dashboard permits oversight of all reimbursement workflows.
Benefits
- Automating a mundane process removes drudgery while accelerating the process.
- Costs are reduced due to automated efficiencies and removal of paperwork routing from the process.
- Errors are eliminated via workflow and survey form standardization.
- Employee morale is improved thanks to expedited, headache-free processes.
- Generates secure workflow audit records for transparency, governance and compliance purposes.
