Dear Options for Learning staff,

The agency offers a reimbursement of up to $100 per fiscal year (July 1 through June 15) for the purchase of an approved fitness item. Staff are now required to submit requests for fitness reimbursements via Paylocity Expense. To submit your fitness reimbursement request through Paylocity Expense, simply follow the steps below.

Log in to Paylocity and select "Expense" from the navigation menu. Once you are redirected to the Expense Reports page, select "Create Expense Report."

In the "Report Title" field, title your report "Fitness" along with the month and year of your purchase. For example, if your item was purchased in February 2022, you would enter "Fitness February 2022" as your report title. The remaining fields can be left blank or as "Default." Once you've titled your report, click "Create Expense" to enter your expense information.

Enter "Staff Expense" in the "Title" field and select "Fitness" as the category for your expense. Please remember to upload a receipt for your request. A receipt is required for all fitness reimbursement requests.

In the "Notes" field, please include a short summary of how you plan to use your purchase or what fitness-related goal it will help you achieve. Fill in the remaining fields using details from your receipt and select "Cash" as your desired payment method. Always leave the "Override Cost Center" option as "No." Expenses will always be tied to the program code you have been assigned.

Once you are ready to submit your expense for approval, verify that the status of your expense shows a green checkmark. The green checkmark indicates that a receipt has been attached to your expense and you are ready to submit it for approval. To submit your expense for approval, select "Submit for Approval." To save your expense and submit it at a later date, select "Save and Close."

Click the link below to download a copy of the Paylocity Expense Fitness Reimbursement instructions. Questions may be directed to Becky Hoffmann, health and safety specialist.

Sincerely,

The Human Resources Department