Workflow checklist · 2 min read
A reimbursement is not finished at “approved”.
Map the hand-off from an employee claim to Finance verification and the payroll input.
The short answer
A useful reimbursement workflow answers four questions: what was claimed, who reviewed it, which period will carry it, and what the employee can see next.
Start with the claim
Record the amount, category, business reason and receipt. Make the required fields clear before submission. A screenshot of a receipt alone does not tell the reviewer why the expense belongs to the company.
Separate the decisions
The manager checks business context. Finance checks the financial details. Connect separates these stages and prevents the requester from approving their own claim. A returned or rejected claim should carry a reason.
Close the payroll hand-off
Finance approval can queue the approved claim as a payroll adjustment against a period and source reference. That is a payroll input—not evidence that money has reached a bank account. Demonstrate the final release and payslip process separately.
About these guides: reviewed against the product workflows documented for People Impressions and prepared with AI assistance. Scenarios are illustrative, not customer results. Confirm policy, legal and configuration details for your organisation.
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