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How to Stop the Reimbursement Policy (Expired Reimbursement)

Article author
Learning Center Mekari
  • Updated

You can stop using the reimbursement policy for certain employees through the Finance menu, the Reimbursement submenu. Hence, employees can no longer use the policy.

Here are the steps:

  1. Go to the Finance menu, and select Reimbursement.
  2. Click “Assign / Update”.
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  3. Click the “New” button.
    image-1632201885189__2_.png
  4. Select the reimbursement policy you want to stop.
    image-1632202482568__2_.png
  5. Set a termination date.
    image-1632202616011.png
  6. Select Expired in the type field.
    image-1632202495689.png
  7. Fill in the Description column with the reason why the reimbursement is expired.
    image-1632202637151__1_.png
  8. Click “Add”.
    image-1632202666395__1_.png
  9. Select the employee who will be terminated for reimbursement.
    image-1632202706192.png
  10. Click "Yes".
    image-1632202744577__1_.png
  11. On this page, you can cancel employees from the expired reimbursement list by clicking "Delete".
    image-1632202806285.png
  12. You can also enter a list of employees in bulk by clicking the "Import" button. Click here to learn more.
    image-1632202828156__1_.png
  13. Click “Save”.
    image-1632202435808__1_.png
  14. You can see reimbursement actions that have expired in the Type column.
    image-1632203188781.png

This is an explanation of how to stop the reimbursement policy. You can also learn how to manage reimbursement policy settings, here.