Reimbursements

Reimbursements are now handled entirely within Workday and follow an approval process based on the organization chart established within the system.

For instructions on how to reconcile a reimbursement, please follow the instructions located on the Expense Reports job aid.

For more instructions on other related tasks within Workday, please check out the Workday 4 U Job Aids webpage.

Please use the Student Reimbursement & Monetary Award Form to facilitate a reimbursement / monetary award on behalf of a Union College student.

This form will route to the Cost Center Manager first for approval and then to the Student so they may provide their needed information on how they would like to receive the reimbursement/monetary award. Please notify the Cost Center Manager as well as the Student that they will be prompted to review and/or provide additional information in order to complete this transaction. This approval/review request will come to their Union email address.

For any of the following, DO NOT USE this form. Follow the instructions below:

• If a student is performing any service to receive this payment, please send a request to Human Resources for the student to be paid via payroll.
• If paying a student's legal business for services rendered, please reach out to Accounts Payable first to ensure appropriate processing of this transaction.