Tuition Reimbursement Requests

Template

Pipefy‚Äôs Free Tuition Reimbursement Requests Template was especially designed to simplify education expenses reporting. It allows to centralize all the information and helps you coordinate employees’ reimbursement requests through an automated and seamless workflow.

Using Pipefy to manage tuition reimbursement requests will make life a lot easier: the requests can be easily opened with all the information needing to be accessed, making it a lot easier to follow up on and evaluate whether requests fit the company standards.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Start form

  • 1. Employee name

  • 2. Employee number

  • 3. Employee email

  • 4. Course start date

  • 5. Course end date

  • 6. Course name

  • 7. Cost

  • 8. Course summary

  • 9. Course summary file

Screening

  • 1. Does the course initially fit the company's standards?

    • Yes
    • No
  • 2. Approver

  • 3. Attach the reimbursement form.

Approval

  • 1. Do you approve the request?

    • Yes
    • No
  • 2. Attach the signed reibursement form.

On hold

  • 1. Submit employee's grades.

  • 2. Is it above 80 or C?

    • Yes
    • No
  • 3. Expense report

Payment

  • 1. Payment method

    • Cash
    • Check
    • Bank wire
    • Other
  • 2. Payment date

  • 3. Additional information

Paid

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