Submitting a reimbursement is required in order for your employer to reimburse you. This article outlines the steps to follow to submit your request and what documentation you'll need to provide. We also cover, how to submit multiple service dates for the same provider in one request.
How to Submit Your Request
- Log in to PeopleKeep and click on the GET REIMBURSED button on your dashboard.
- Choose the type of expense you’re requesting reimbursement for. You can browse by category, go page to page, or manually search by typing in the search field.
- Click on the arrow to the right of the chosen expense type.
- Once you’ve answered each question, completed the required fields, and attached the required documentation, click the Submit Expense button to submit your request for review.
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(The video above shows how to easily submit a reimbursement request)
After you submit your request, our documentation Review team here at PeopleKeep will review your request. If anything else is needed, then you'll be notified via email.
Submitting an expense with multiple service dates:
You can enter multiple dates of service on the same request as long as they are all through the same service provider and all fall under the same expense category. Just make sure to check the box next to “Does your expense span multiple dates?” You’ll then have the option to +add new multiple dates.
Documentation needed:
For insurance premiums, your documentation needs to show:
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The type of health insurance
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The premium effective date (for the current benefit year)
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The premium amount
For other medical expenses, your documentation needs to show:
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The date of service or purchase date
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The services received, or item(s) purchased
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The cost to you
Learn more about documentation requirements here
Important to note: You are not required to pay any bills you receive in full before submitting it for reimbursement. Go ahead and submit those when you get them, don't wait!