Tracking Tuition Assistance amounts by Employee

Do you use the JAMIS Expense module? If so, would an authorization with the multiple expense authorization box checked, in the Authorization tab? That way you can set an amount and apply multiple expense reports against it.

I didn’t know about that functionality of the Expense module.  We have it, but it isn’t set up. Thank you for that.

Not sure an expense report can pull into labor though? And relocation reimbursements are taxable. Unless you do something like zero out the bill and re-enter it in a labor batch?

We do something similar with annual clothing allowance or certification/exam reimbursements which we don’t run through payroll, but I don’t love the idea of having to make an authorization and run it through an expense report every time an employee buys a paid of jeans until they hit their $250 limit either… But it’s a great idea for larger nontaxable reimbursements.

I would love an earning code or accrual code that stops annually at a certain limit but I don’t believe there is any current way to do so. 

I think that is why currently we process the payments through Bills and Adjustments, but the payables team has to check every time they do a relocation or tuition reimbursement.

Theoretically you could do an inquiry that totals based off the appropriate earning codes and do a column for the year and a cumulative so its easy to track.

I also thought about doing business events that trigger if a Bill was entered that would go over the allowed amount so that it could be caught before getting paid. Still need to test it to see if it is possible.

My other idea, which is similar is creating either an attribute or customization to add a field to the Employees page. Then when a Bill is enter a business event could run an import scenario to add that dollar value into the new field. Then a report/business event could show the totals and if anyone is overrunning.