Reimbursement - Employee side - English

This is a guideline for Employees to create reimbursement applications.

Employee-Side

Login to your Slasify.com account and you will enter one of your project.
If it’s not the project you want, please click the head icon, click "Switch Project” from the dropdown list.
Then you will be directed to your project list. Choose a project with the identity you want, click “the project name”.
Then you will enter the project dashboard which you choose.
Go to Side Menu, click “Reimbursement”.
Enter Reimbursement page, click the “Reimbursement Application” button.
Fill out the mandatory fields:
1. Choosing “Currency” from dropdown list
2. Filling “Amount”
3. Filling the optional field “Application Description” if you have.
4. Click “Click to Upload” button for uploading the receipts or any other proven documents your company ask for.
You have two option in the next step:
1. Send Application: you can click "Send Application" and your manager will receive your application and review it.
2. Save as Draft : If you don’t want to send out your reimbursement immediately, you can click “Save as Draft” button to save and keep the info you fill in as a draft on your side.
After clicking “Send Application” button, you will be directed to Reimbursement page and see the application you sent out is on the list which status is "waiting for approval".
After clicking “Save as Draft” button, you will be directed to Reimbursement page and see your draft application is on the list which status is Draft.
As for draft application, you can click “Edit” to go to edit page for filling out the application and send it out anytime. Or you can click “Delete” to delete this Reimbursement Application which you don’t need it.
Now the system will notify your supervisor or Slasify for the reimbursement confirmation. You are now waiting for your reimbursement to be reviewed. You can click “View” to see the info you filled out in the application but you can’t edit it.
By clicking “Revoke”, you want to bring the application back to your side no matter you want to re edit or add something onto the application when the status is “waiting for approval”. There are two spot you can find "Revoke" button, :
1. At the "action" column on the reimbursement list
2. At the bottom of the individual reimbursement detail page
3. There will be a popup asking for your confirmation. If you are sure to revoke the application, then click “confirm” and the reimbursement's status will be changed to "draft". If you don’t then click “Cancel” and the status will stay as "waiting for approval".
If the manager find that your reimbursement is not eligible, they will change the reimbursement's status as "rejected". You can click "edit" to check the details.
1. On the detail page, you can find the "reject reason" given by your manager. Once you fix the problem, you can click "send application" to resubmit this reimbursement.
If you want to delete the reimbursement on your side, you can click "delete" on the action column. Only the reimbursements in the status of "draft" and "rejected" can be deleted.