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Re: Fw: Updated Ca Expense Reimbursement Policy (fwd)



https://www.mintz.com/insights-center/viewpoints/2226/2020-05-08-refresher-ca-reimbursement-requirements-covid-19

Let me see if there's a way they can pay for our internet.

 > From: Noelle <noelle>
 > Date: Wed, 25 May 2022 10:35:28 -0700 (PDT)
 >
 > I need to submit receipts every month to get this reimbursement 
 > benefit.
 > cell phone, internet, computer
 > 

 > ---Executing: rfc822_chop
 >  > From: Noelle <http://dummy.us.eu.org/Noelleg>
 >  > To: Noelle <http://dummy.us.eu.org/noelleg>
 >  > Subject: Fw: Updated Ca Expense Reimbursement Policy
 >  > Date: Wed, 25 May 2022 17:28:40 +0000
 >  > 
 >  >  www.omicronhms.com ,http://www.omicronhms.com/,  
 >  > 
 >  >     
 >  > 
 >  >  Noelle RHIT
 >  > 
 >  >  Inpatient Coder
 >  > 
 >  >  Omega Healthcare  
 >  > 
 >  >  C : our-Oakland-cell-phone-number
 >  > 
 >  >  noelle @omicronhms.com ,http://www.hermaginesolutions.com/~www.Kgierosky,  
 >  > ----------------------------------------------------------------------- From:
 >  >  DoNotReplyCorporateCommunications <http://www.hermaginesolutions.com/~DoNotReplyCorporateCommunications>
 >  >  Sent: Friday, May 20, 2022 2:52 PM
 >  > 
 >  >  Good Afternoon!
 >  > 
 >  >  We are working to consolidate the expense reimbursement procedures between 
 >  >  the Omega affiliates for employees living in Ca where the state 
 >  >  requires employers to reimburse employees for a portion of home office 
 >  >  expenses.  Beginning in June 2022, employees living in Ca will be 
 >  >  reimbursed $70.00 per month to cover a portion of home office expenses, but 
 >  >  employees will now be required to submit receipts (cell phone, internet, 
 >  >  computer) substantiating those expenses .  Please see attached for 
 >  >  submission instructions.
 >  > 
 >  >  Please check your inbox on Monday for an email from Docusign requesting 
 >  >  your signature on the updated expense policy.  Once signed, you will 
 >  >  receive a copy of the policy for your records.
 >  > 
 >  >  Your Action Items:
 >  >     1  Review and sign the updated Ca expense reimbursement policy 
 >  >     once you get it via email from Docusign.
 >  >     2  Use the attached instructions to submit your computer/phone/internet 
 >  >     expenses beginning in June 2022.  Please be sure you use the correct set 
 >  >     of instructions (there is one for field employees and one for office 
 >  >     employees). 
 >  > 
 >  >  Please reach out if you have any questions.  Thanks!
 >  > 
 >  >  www.omicronhms.com ,http://www.omicronhms.com/,
 >  > 
 >  >  Human Resources
 >  >  Omega Healthcare
 >  > 
 >  >  Confidentiality Notice: This email message, including any attachments, is 
 >  >  for the sole use of the intended recipient(s) and may contain confidential 
 >  >  and/or privileged information. Any unauthorized review, use, disclosure or 
 >  >  distribution is prohibited. If you are not the intended recipient, please 
 >  >  contact the sender by reply email and destroy all copies of the original.
 >  >   
 >  > -----------------------------------------------------------------------
 >  >  Note: This message is for the named person's use only.  It may contain 
 >  >  confidential, proprietary or legally privileged information.  No 
 >  >  confidentiality or privilege is waived or lost by any mistransmission.  If 
 >  >  you receive this message in error, please immediately delete it and all 
 >  >  copies of it from your system, destroy any hard copies of it and notify the 
 >  >  sender.  You must not, directly or indirectly, use, disclose, distribute, 
 >  >  print, or copy any part of this message if you are not the intended 
 >  >  recipient. OMEGA HEALTHCARE MANAGEMENT SERVICES PVT. LTD. ,
 >  >  http://www.omicronhms.com
 >  >  , and any of its subsidiaries each reserve the right to monitor all e-mail 
 >  >  communications through its networks. Any views expressed in this message 
 >  >  are those of the individual sender, except where the message states 
 >  >  otherwise and the sender is authorized to state them to be the views of any 
 >  >  such entity.   Thank You. OMEGA HEALTHCARE MANAGEMENT SERVICES PVT. LTD. ,
 >  >  http://www.omicronhms.com
 >  > 
 >  >  ,
 >  > -----------------------------------------------------------------------
 >  > Content-Type: image/jpeg; name="image001.jpg"
 >  > Content-Description: image001.jpg
 >  > Content-Disposition: inline; filename="image001.jpg"; size=2992;  
 >  > creation-date="Fri, 20 May 2022 21:52:51 GMT";  modification-date="Wed, 25 
 >  > May 2022 17:28:26 GMT"
 >  > Content-ID: <image001.jpg@01D86B9E.81D9D090>
 >  > Content-Transfer-Encoding: base64
 >  > 
 >  > This message contains data in an unrecognized format, image/jpeg,
 >  > which is being decoded and written to the file named "/tmp/4-image001.jpg".
 >  > If you do not want this data, you probably should delete that file.
 >  > Wrote file /tmp/4-image001.jpg
 >  > Content-Type: image/jpeg; name="Outlook-vhijdend.jpg"
 >  > Content-Description: Outlook-vhijdend.jpg
 >  > Content-Disposition: inline; filename="Outlook-vhijdend.jpg"; size=4174;  
 >  > creation-date="Wed, 25 May 2022 17:28:40 GMT";  modification-date="Wed, 25 
 >  > May 2022 17:28:40 GMT"
 >  > Content-ID: <f4a82e2c-446b-4f13-a64a-b8886381269f>
 >  > Content-Transfer-Encoding: base64
 >  > 
 >  > This message contains data in an unrecognized format, image/jpeg,
 >  > which is being decoded and written to the file named "
 >  > /tmp/Outlook-vhijdend.jpg".
 >  > If you do not want this data, you probably should delete that file.
 >  > Wrote file /tmp/Outlook-vhijdend.jpg
 >  > Content-Type: application/pdf;  name="Field Employee_Home Office Expense 
 >  > Submission Instructions 052022.pdf"
 >  > Content-Description: Field Employee_Home Office Expense Submission  
 >  > Instructions 052022.pdf
 >  > Content-Disposition: attachment;  filename="Field Employee_Home Office 
 >  > Expense Submission Instructions  052022.pdf"; size=399296; creation-date="
 >  > Fri, 20 May 2022 17:01:57 GMT";  modification-date="Wed, 25 May 2022 17:28: 26 GMT"
 >  > Content-ID: <http://www.INDPRD01.PROD.OUTLOOK.COM/~B919D951939C6C45A6D378F93846DBA0>
 >  > Content-Transfer-Encoding: base64
 >  >
 >  > Home Office Expense Submission for Field Employees
 >  > 1) On the left of your Salesforce home page, you will see a section titled � >  > � Expenses & My
 >  > Charts.” Click on the “Expense Entry” link.
 >  > 2) At the top of the next page, select New:
 >  > 3) On the next page:
 >  > • Expense Report Name = “MM/YY-Home-Office Your State” (for example, 
 >  > if the expense
 >  > is for April 2022 and you live in Iowa, you would include “
 >  > 04/22-Home-Office IA”
 >  > • Resource = your name (if you do not see your name, you may have to 
 >  > search 
 >  > for it and
 >  > select it.)
 >  > • Expense Notes Description = you do not need to type, enter, or select 
 >  > anything.
 >  > • Project/Assignment = Click on the hourglass and select “Field Employee 
 >  > 
 >  > Office Expense”
 >  > • Record Type = Click on the drop-down menu and select “Field Employee 
 >  > Regular
 >  > Expenses”
 >  > • Lastly, select Next at the top of the page after you have completed all 
 >  > of 
 >  > the bullet
 >  > points above.
 >  > 
 >  > ^L4) After completing Step 3 you will be routed to a new page. At the bottom 
 >  > of 
 >  > ^Lthe page there is
 >  > a section titled Expenses. This is the section where you will put the 
 >  > following 
 >  > information:
 >  > a. For the DATE, select the date the expense was incurred
 >  > b. For the TYPE, find your state-specific home office expense in the drop 
 >  > down menu. For
 >  > example, for someone in Iowa it would be “IA Home Office Expense 
 >  > Reimbursement”
 >  > c. For the TOTAL AMOUNT, include $70.00
 >  > 5) Hit the Save button (on the top right of the screen).
 >  > 6) After you hit the Save button, you will be directed to a new screen. On 
 >  > this screen, you will
 >  > attach a copy of your receipt(s) for your computer, internet, or telephone 
 >  > expenses. To do
 >  > this, scroll down to the section “Notes & Attachments” and click the “
 >  > Attach File” button.
 >  > 7) After hitting the “Attach File” button, you will be taken to the 
 >  > screen below where you will
 >  > upload your receipt(s):
 >  > 8) To upload receipts, click on the “Choose File” button and select 
 >  > the correct file. Once the file
 >  > is selected, click “Open”
 >  > 9) Next, click the “Attach File” button. Once complete, you should see a 
 >  > message indicating that
 >  > you have uploaded the file.
 >  > 10) If you have no other files to upload, click “Done”. If you have 
 >  > other 
 >  > files to upload, repeat
 >  > steps 8 and 9 until you have uploaded all of the files you want to upload. 
 >  > Once 
 >  > complete, hit
 >  > “Done”.
 >  > 11) After hitting “Done”, you will be redirected back to the screen with 
 >  > the full Expense Report.
 >  > You should now see the receipt(s) you submitted in the “Notes & 
 >  > Attachments”
 >  >  section.
 >  > 12) Do a final review of the report. If everything looks correct, hit the “
 >  > Submit for Approval”
 >  > button. If there are errors, click the “Edit” button and make any 
 >  > necessary 
 >  > changes. Once
 >  > changes have been made, click the “Submit for Approval” button.
 >  > 13) The End
 >  > 
 >  > Content-Type: application/pdf;  name="Office Employee_Home Office Expense 
 >  > Submission Instructions 052022.pdf"
 >  > Content-Description: Office Employee_Home Office Expense Submission  
 >  > Instructions 052022.pdf
 >  > Content-Disposition: attachment;  filename="Office Employee_Home Office 
 >  > Expense Submission Instructions  052022.pdf"; size=410324; creation-date="
 >  > Fri, 20 May 2022 17:02:18 GMT";  modification-date="Wed, 25 May 2022 17:28: 26 GMT"
 >  > Content-ID: <http://www.INDPRD01.PROD.OUTLOOK.COM/~6E51EF2FD6B4FB488F61759209A381EC>
 >  > Content-Transfer-Encoding: base64
 >  > 
 >  > Home Office Expense Submission for Office Employees
 >  > 1) On the left of your Salesforce home page, you will see a section titled � >  > �
 >  > Expenses & My
 >  > Charts.” Click on the “Expense Entry” link.
 >  > 
 >  > 2) At the top of the next page, select “New”:
 >  > 
 >  > 3) On the next page:
 >  > • Expense Report Name = “MM/YY-Home-Office Your State” (for example, 
 >  > if 
 >  > the expense
 >  > is for April 2022 and you live in Iowa, you would include “
 >  > 04/22-Home-Office 
 >  > IA”
 >  > • Resource = your name (if you do not see your name, you may have to 
 >  > search 
 >  > for it and
 >  > select it.)
 >  > • Expense Notes Description = you do not need to type, enter, or select 
 >  > anything.
 >  > • Project/Assignment = Click on the hourglass and select “Office 
 >  > Employee 
 >  > Expenses”
 >  > • Record Type = Click on the drop-down menu and select “Office Employee 
 >  > Expenses”
 >  > • Lastly, select Next at the top of the page after you have completed all 
 >  > of 
 >  > the bullet
 >  > points above.
 >  > 
 >  > 4) After completing Step 3 you will be routed to a new page. At the bottom 
 >  > of 
 >  > the page there is
 >  > a section titled Expenses. This is the section where you will put the 
 >  > following 
 >  > information:
 >  > a. For the DATE, select the date the expense was incurred
 >  > b. For the TYPE, find your state-specific home office expense in the 
 >  > drop-down 
 >  > menu. For
 >  > example, for someone in Iowa it would be “IA Home Office Expense 
 >  > Reimbursement”
 >  > c. For the TOTAL AMOUNT, include $70.00
 >  > 
 >  > 5) Hit the Save button (on the top right of the screen).
 >  > 6) After you hit the Save button, you will be directed to a new screen. On 
 >  > this 
 >  > screen, you will
 >  > attach a copy of your receipt(s) for your computer, internet, or telephone 
 >  > expenses. To do
 >  > this, scroll down to the section “Notes & Attachments” and click the “
 >  > Attach File” button.
 >  > 
 >  > 7) After hitting the “Attach File” button, you will be taken to the 
 >  > screen 
 >  > below where you will
 >  > upload your receipt(s):
 >  > 
 >  > 8) To upload receipts, click on the “Choose File” button and select the 
 >  > correct file. Once the file
 >  > is selected, click “Open”
 >  > 
 >  > 9) Next, click the “Attach File” button. Once complete, you should see a 
 >  > 
 >  > message indicating that
 >  > you have uploaded the file.
 >  > 
 >  > 10) If you have no other files to upload, click “Done”. If you have 
 >  > other 
 >  > files to upload, repeat
 >  > steps 8 and 9 until you have uploaded all of the files you want to upload. 
 >  > Once 
 >  > complete, hit
 >  > “Done”.
 >  > 
 >  > 11) After hitting “Done”, you will be redirected back to the screen with 
 >  > 
 >  > the full Expense Report.
 >  > You should now see the receipt(s) you submitted in the “Notes & 
 >  > Attachments”
 >  >  section.
 >  > 
 >  > 12) Do a final review of the report. If everything looks correct, hit the “
 >  > 
 >  > Submit for Approval”
 >  > button. If there are errors, click the “Edit” button and make any 
 >  > necessary 
 >  > changes. Once
 >  > changes have been made, click the “Submit for Approval” button.
 >  > 
 >  > 13) The End
 >  > 
 >  > Content-Type: application/pdf;  name="Ca Expense Reimbursement 
 >  > Policy 050322.pdf"
 >  > Content-Description: Ca Expense Reimbursement Policy 050322.pdf
 >  > Content-Disposition: attachment;  filename="Ca Expense Reimbursement 
 >  > Policy 050322.pdf"; size=226129;  creation-date="Fri, 20 May 2022 21:51:13 
 >  > GMT";  modification-date="Wed, 25 May 2022 17:28:26 GMT"
 >  > Content-ID: <http://www.INDPRD01.PROD.OUTLOOK.COM/~05D6D43394AD2144B85D58EAA9F8DD85>
 >  > Content-Transfer-Encoding: base64
 >  > 
 >  > CA TRAVEL AND EXPENSE REIMBURSEMENT POLICY
 >  > OVERVIEW
 >  > In general, it is the policy of the Company that all business travel is 
 >  > taken 
 >  > in the most cost-effective way,
 >  > and that group travel among senior executives and key department personnel 
 >  > is 
 >  > limited and based upon
 >  > business necessity. Pursuant to Ca law, Company employees working in 
 >  > 
 >  > Ca are
 >  > compensated for necessary work expenses that they incur. All expense 
 >  > reimbursement requests must
 >  > be submitted within thirty (30) days of when the expense was incurred. To 
 >  > the 
 >  > extent this policy conflicts
 >  > with applicable law, applicable law will prevail. Failure to obtain advance 
 >  > approval or to submit
 >  > reimbursement requests in accordance with this policy may result in 
 >  > disciplinary action.
 >  > 
 >  > Field Employees
 >  > For field employees, for example Coder, Auditor, Insurance Follow Up 
 >  > Specialist,
 >  >  CDI, Registrar, etc.
 >  > traveling to provide services at a client site, expenses will be reimbursed 
 >  > pursuant to such client’s expense
 >  > reimbursement policy. If no such policy exists or other arrangements within 
 >  > the 
 >  > client have not been
 >  > made, the field employee will be reimbursed based upon Company policy. You 
 >  > should clarify with your
 >  > manager the arrangements for your client assignment. Unless pre-approved by 
 >  > your manager and Human
 >  > Resources, all travel should be scheduled to occur outside of normal work 
 >  > hours. For example, if your
 >  > normal schedule is 9AM to 5PM, travel should occur before 9AM or after 5PM, 
 >  > regardless of the day on
 >  > which you will be traveling (including Saturdays and Sundays).
 >  > 
 >  > Office Employees (Includes All US-Based Omega and WhiteSpace Health
 >  > Employees)
 >  > For office employees, for example positions related to Sales, Client Partner,
 >  >  
 >  > IT, Human Resources,
 >  > Accounting, etc. the Company reimburses employees for reasonable 
 >  > travel-related 
 >  > expenses incurred for
 >  > business reasons so long as such expenses are in accordance with the Travel 
 >  > Policy. These include
 >  > expenses transportation (land or air), meals and other miscellaneous 
 >  > expenses 
 >  > for entertainment and
 >  > travel related to Company business.
 >  > The Travel Policy seeks to meet this objective by providing guidelines that 
 >  > will assist us in effectively and
 >  > efficiently managing our expenses. All business travel must be approved by 
 >  > your 
 >  > manager. In some
 >  > situations, business travel, policy exceptions or expenses over the 
 >  > parameters 
 >  > listed within this policy
 >  > without prior manager authorization require the approval of your department 
 >  > head.
 >  > 
 >  > AIR TRAVEL
 >  > The Travel policy requires that all Field employees air travel, hotel stays, 
 >  > 
 >  > and car rental be arranged
 >  > through Travel Inc. by dialing 855-890-5178. Office employees may use Travel 
 >  > 
 >  > Inc. or book directly with
 >  > the provider.
 >  > Employees may use the following link to set up their Travel Inc. profile:
 >  > 
 >  > https://hub.travelinc.com?L2=SElNQUdJTkU=. Air travel must be booked with 
 >  > at 
 >  > least a fourteen (14) day
 >  > advance notice for a round trip coach fare. Exceptions must be substantiated 
 >  > 
 >  > and approved in advance.
 >  > The Company will not pay for those itineraries that have not been arranged 
 >  > by 
 >  > either Travel Inc. or selfbooking with at least a 14-day advance without the 
 >  > 
 >  > proper prior managerial approval. An immediate
 >  > notification will be sent to the appropriate manager, for the following 
 >  > travel 
 >  > reasons:
 >  > 1. Any travel that is booked less than 14 days in advance.
 >  > o Once that notification is received, the traveler’s manager will be 
 >  > notified,
 >  >  and a business
 >  > justification will need to be provided. If determined that the travel need 
 >  > is 
 >  > not urgent,
 >  > then the traveler will be advised to reschedule his or her travel to be 
 >  > compliant with the
 >  > Company travel policy.
 >  > 2. Any travel that is booked less than 7 days in advance.
 >  > o Travel booked less than 7 days in advance will not be authorized unless 
 >  > required for
 >  > urgent client-related business. An approval notification will be sent, the 
 >  > traveler’s
 >  > manager will be notified, and a business justification will need to be 
 >  > provided. The
 >  > manager will have 24 hours to determine if the urgent need to travel is 
 >  > justified before
 >  > the ticket will be approved.
 >  > 3. Any air travel that is booked, that is not within $100.00 of the lowest 
 >  > available fare.
 >  > o If the traveler books his or her arrangements by calling a Travel Inc. 
 >  > Representative or
 >  > through self-booking, the traveler will be asked to give a business 
 >  > justification for why he
 >  > or she is selecting a flight that is not the lowest available fare and 
 >  > outside 
 >  > of the
 >  > parameters of the travel policy.
 >  > 
 >  > GROUND TRAVEL
 >  > GROUND TRANSPORTATION
 >  > The Travel Policy reimburses an employee for an intermediate-size rental 
 >  > car. A 
 >  > larger rental car may be
 >  > reserved when three or more employees travel together. DO NOT accept 
 >  > collision, 
 >  > damage, or personal
 >  > accident insurance for rental cars as the Company provides this type of 
 >  > coverage for employees that rent
 >  > cars for business. Omega has a corporate account with National Car Rentals 
 >  > for 
 >  > all employees and as such,
 >  > is mandatory that you use this vendor. An initial list of frequent travelers 
 >  > 
 >  > has been provided to National.
 >  > If your name is not on the list, please contact your manager or Human 
 >  > Resources 
 >  > for the National
 >  > Corporate Account Number when booking a rental car.
 >  > The Travel Policy also reimburses for parking, tolls, bus, taxi, or car 
 >  > service. This includes parking for the
 >  > rental car, as well as off-site airport parking for your personal vehicle. 
 >  > On-site parking may be reimbursed
 >  > in some situations, for example late night travel. The Company will not 
 >  > reimburse for on-site airport
 >  > parking without mitigating circumstances. We expect you to be cost conscious 
 >  > 
 >  > and use the least costly
 >  > ground travel arrangements. For example, for extended trips, it may be less 
 >  > expensive to use a cab service
 >  > to and from the airport in lieu of mileage reimbursement and parking for 
 >  > your 
 >  > personal vehicle. The
 >  > 
 >  > Company reimburses mileage for the distance between your office and the 
 >  > airport. We do not reimburse
 >  > for any traffic or parking fines you may incur.
 >  > 
 >  > MILEAGE REIMBURSEMENT
 >  > The Company reimburses mileage at the current approved mileage rate when 
 >  > using 
 >  > your personal vehicle
 >  > for approved business travel. This applies for business travel within town 
 >  > or 
 >  > out-of-town, as well as the
 >  > difference between your office location and travel to/from the airport. We 
 >  > do 
 >  > not reimburse mileage for
 >  > rental cars. You are reimbursed for re-fueling the rental car upon return. 
 >  > Employees should seek preapproval from Human Resources before using a 
 >  > personal 
 >  > vehicle for long distance travel, such as travel
 >  > out of state. In such situations the cost of air travel may exceed the cost 
 >  > for 
 >  > mileage reimbursement.
 >  > 
 >  > LODGING
 >  > The Company reimburses for overnight hotel stays for approved business 
 >  > travel. 
 >  > Lodging can be arranged
 >  > either through Travel Inc. (for field employees) or through a personal 
 >  > booking.
 >  > Field employees should use Travel Inc.’s eDirect Hotel Bill Solution. The 
 >  > hotel nightly room rate and taxes
 >  > for an employee’s entire stay will be directly billed to the Company. 
 >  > Travel 
 >  > Inc. will submit two credit card
 >  > authorizations through a secure fax, twenty-four hours prior to check-in and 
 >  > 
 >  > again the day of the
 >  > employee’s check-in. Upon arrival at the hotel, employees should verify 
 >  > with 
 >  > the front desk
 >  > representative that they have received the credit card authorization form 
 >  > from 
 >  > Travel Inc.
 >  > If the hotel has not received it, employees may re-fax the credit card 
 >  > authorization directly from the
 >  > employee’s e-Itinerary via the employee’s PC or web-enabled mobile 
 >  > device. 
 >  > To re-fax, simply open the
 >  > itinerary and click on the icon as shown below. The fax process will only 
 >  > take 
 >  > a few minutes. Please note,
 >  > that if you do not see the icon, click the refresh option on the itinerary. 
 >  > For 
 >  > any issues, employees should
 >  > contact their travel representative at Travel Inc. for assistance.
 >  > 
 >  > Lodging booked by employees directly or via Travel Inc., should reflect a 
 >  > rate 
 >  > within the range of
 >  > acceptable per diems which may vary by city. Examples of lodging that fall 
 >  > within approved categories
 >  > include: Courtyard by Marriott, Hampton by Hilton, Marriott, Hyatt, Hilton, 
 >  > Fairfield by Marriott, Hilton
 >  > Garden Inn, DoubleTree by Hilton, Sheraton and Holiday Inn.
 >  > WHEN GUARANTEED RESERVATIONS HAVE BEEN MADE AND TRAVEL PLANS CHANGE, 
 >  > EMPLOYEES 
 >  > ARE
 >  > RESPONSIBLE FOR CONTACTING Travel Inc. OR THE HOTEL TO CANCEL THE 
 >  > RESERVATION 
 >  > AND AVOID A
 >  > “NO SHOW” CHARGE. THE EMPLOYEE SHOULD ALSO REMIND THE HOTEL TO REMOVE 
 >  > THE 
 >  > RESERVE
 >  > CHARGE FROM THE EMPLOYEE’S CREDIT CARD. THE COMPANY WILL NOT REIMBURSE FOR 
 >  > A �>  > ��NO SHOW”
 >  > CHARGE UNLESS IT CAN BE DEMONSTRATED THE CHARGE WAS INCURRED FOR REASONS 
 >  > BEYOND 
 >  > THE
 >  > TRAVELER’S CONTROL.
 >  > 
 >  > MEALS AND MISCELLANEOUS
 >  > The Travel Policy pays for meals and entertainment for employees and clients 
 >  > 
 >  > when related to business
 >  > matters. Entertainment requests must be reasonable and submitted in advance 
 >  > to 
 >  > your department head.
 >  > Entertainment expenses not approved in advance will not be reimbursed. 
 >  > Business 
 >  > meals when
 >  > entertaining a client should be reasonable for the geographic area.
 >  > The Company also reimburses for individual meals when traveling out of town 
 >  > on 
 >  > business. We reimburse
 >  > for actual costs incurred for out-of-town meals not to exceed the per diem 
 >  > provided per day. Per diems
 >  > may vary based upon geography. Contact Human Resources for current per diem. 
 >  > 
 >  > The Company reserves
 >  > the right to refuse to pay for unreasonable or excessive expenses. In all 
 >  > cases,
 >  >  we expect business
 >  > travelers to exercise good and considerate judgment. In most situations, 
 >  > alcohol is not reimbursed. There
 >  > may be situations, for example client or prospect dinners or employee dinner 
 >  > 
 >  > meetings or special events,
 >  > where an exception is made. This requires SVP approval.
 >  > For positions which involve client dinners and/or entertainment (for example,
 >  >  
 >  > Sales, Account
 >  > Management, Client Partner, or senior leadership), the Company reimburses 
 >  > such 
 >  > expenses assuming the
 >  > business expense is not excessive.
 >  > 
 >  > IN-TOWN BUSINESS MEALS
 >  > In some situations, in-town business meals may be approved. The following 
 >  > guidelines represent
 >  > conditions upon which we reimburse for this type of meal:
 >  >  An out-of-town client visits your work location;
 >  >  An out-of-town staff member visits your work location;
 >  >  An out-of-town job applicant interviewing at the Company;
 >  >  Special recognition meals for example, exceptional performance, 
 >  > significant 
 >  > accomplishment
 >  > or result. This should be the exception and not the norm;
 >  >  A business-related meeting that is most effective conducted off-site due 
 >  > to 
 >  > its sensitivity or
 >  > confidentiality. This should be the exception and not the norm.
 >  > You must obtain approval from your manager prior to expensing an in-town 
 >  > business meal.
 >  > 
 >  > INTERNATIONAL TRAVEL
 >  > The following applies with respect to international travel:
 >  > • Maximum of $2,000 for roundtrip airfare, any amount in excess of $2,000 
 >  > must be preauthorized in writing or will have to be paid out of pocket by 
 >  > employee unless prohibited by
 >  > applicable law.
 >  > • Lodging, meals and local travel follow the domestic rate guidelines.
 >  > 
 >  > CREDIT CARD
 >  > We expect employees to use a personal credit card for all business-related 
 >  > travel (excluding air travel and
 >  > hotel) and submit reimbursement for business travel expenses using Sales 
 >  > Force/Financial Force. You
 >  > must attach all original receipts to the form. The form must be approved by 
 >  > your manager before
 >  > submitting to the corporate Finance department. Business travel in excess of 
 >  > 
 >  > $1,000 per trip must be
 >  > approved by the department head. In the event you do not have a personal 
 >  > credit 
 >  > card that you are able
 >  > to use for business related travel, you will need to coordinate with your 
 >  > manager.
 >  > 
 >  > TELEPHONE, INTERNET AND COMPUTER EXPENSES
 >  > Company employees working in Ca are compensated for necessary and 
 >  > reasonable business
 >  > expenses. Employees in Ca who are required to work remotely are 
 >  > provided a monthly stipend of
 >  > $70.00 to cover work-related use of those employees’ personal internet, 
 >  > personal telephone, and
 >  > personal computer. Please note that this stipend is not intended to cover 
 >  > 100% 
 >  > of your personal internet,
 >  > personal telephone, or personal computer costs, but rather the proportion of 
 >  > 
 >  > such costs that reasonably
 >  > can be attributed to work-related use of such services and devices. 
 >  > Employees 
 >  > who believe the monthly
 >  > stipend is insufficient to cover the necessary and reasonable work-related 
 >  > use 
 >  > of their personal internet,
 >  > personal telephone, or personal computer, and/or who incur expenses in 
 >  > excess 
 >  > of the monthly stipend
 >  > because of necessary and reasonable work-related use of those services or 
 >  > devices, should submit a
 >  > request for reimbursement through Salesforce (employees must select the 
 >  > drown 
 >  > down labeled “CA
 >  > Home Office Expense Reimbursement”). Such requests must be submitted 
 >  > within 
 >  > thirty (30) days of the
 >  > date on which the expense was incurred and must include documentation 
 >  > substantiating the requested
 >  > amount(s), with personal information redacted (for example, telephone 
 >  > numbers 
 >  > dialed for personal
 >  > calls). Active employees without any timecards for work, PTO and/or sick 
 >  > time 
 >  > during a calendar month
 >  > may not be eligible to receive the aforementioned monthly stipend for that 
 >  > month. Please see the specific
 >  > process for reimbursement for telephone, internet, and computer expenses 
 >  > noted 
 >  > below.
 >  > 
 >  > REIMBURSEMENT
 >  > All employees will need to complete an expense report within the Sales 
 >  > Force/Financial Force system in
 >  > order to be reimbursed, for any charge that is not directly paid by the 
 >  > Company 
 >  > (such as airfare, rental car
 >  > and lodging). Reimbursement for approved expenses is deposited directly to 
 >  > your 
 >  > checking account, (the
 >  > same account you have in place for payroll direct deposit). If a checking 
 >  > account does not exist, a manual
 >  > check will be created and mailed to you. Although not required, we recommend 
 >  > 
 >  > you establish a checking
 >  > 
 >  > account to expedite when you receive reimbursement. Employees must submit 
 >  > expenses within thirty
 >  > (30) days from the date the expense was incurred.
 >  > 
 >  > TELEPHONE, INTERNET, AND COMPUTER EXPENSE REIMBURSEMENT
 >  > When submitting your expense reimbursement request for telephone, internet, 
 >  > and/or computer
 >  > expenses, please be sure to comply with the following guidelines:
 >  > 1. Employees must submit valid expense reimbursement requests within thirty (
 >  > 30)
 >  >  days following the
 >  > date in which the expense was incurred.
 >  > 2. Expense Report Name: In this field, please list the month and year for 
 >  > the 
 >  > expense reimbursement
 >  > you are requesting along with the type of expense. For example, if you are 
 >  > submitting a bill to
 >  > substantiate your home office expenses, you would title the expense report � >  > �
 >  > April 2022 Home Office
 >  > Expenses”.
 >  > 3. Expense Date: In this field, use the due date for the bill you are 
 >  > submitting. For example, if you are
 >  > submitting your cell phone bill and it’s due on April 22nd, you would list 
 >  > 
 >  > that date as the expense date.
 >  > (Please keep in mind that the timeline for reimbursement will be based on 
 >  > when 
 >  > you actually
 >  > submitted the expense in Salesforce/FinancialForce and not the due date for 
 >  > the 
 >  > bill.)
 >  > 4. Expense Type: For the type of expense, select “CA Home Office Expense 
 >  > Reimbursement” from the
 >  > dropdown menu.
 >  > 5. Attach the Bill: Before submitting the expense for reimbursement in 
 >  > Salesforce, you must attach your
 >  > bill(s) for telephone, internet, and/or computer expenses. Please ensure 
 >  > that 
 >  > the bill(s) submitted
 >  > total at least $70.00 for that month.
 >  > 6. If you feel that $70.00 per month does not represent the correct 
 >  > proportion 
 >  > of costs that can
 >  > reasonably be attributed to your necessary work-related use of telephone, 
 >  > internet, and/or computer
 >  > expenses, please be sure to include notes/comments in your expense submittal 
 >  > 
 >  > indicating as such. A
 >  > member of the Company’s Human Resources or Payroll team will reach out to 
 >  > you 
 >  > for more
 >  > information.
 >  > 
 >  > EXPENSE ENTRY
 >  > Please review the Expense Entry Training Guide found within ADP Employee 
 >  > Self 
 >  > Service for instructions
 >  > on how to complete and submit reimbursable expenses.
 >  > 
 >  > ACKNOWLEDGEMENT OF RECEIPT
 >  > Employee Signature: ______________________
 >  > Employee Name: _________________________
 >  > Date: __________________________________
 >  > 
 > 




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