In order for your employer to reimburse you for expenses, you need to submit a reimbursement request in your PeopleKeep account. Follow the steps below to learn how!
Step 1: Log in to PeopleKeep and click on the GET REIMBURSED button on your dashboard
Step 2: Choose what type of expense you’re requesting reimbursement for. You can browse by category or manually search by typing in the search field
Step 3: Click on the arrow beside the name of the expense you’re looking for
Step 4: Once you’ve answered each question, completed the required fields and attached the necessary documentation, click the Submit expense button to submit your request for review
(The video above shows how to easily submit a reimbursement request)
PeopleKeep will review your request. If anything else is needed then you'll be notified via email.
Does your expense span multiple 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 select "Yes" under “Does this expense span multiple dates?” You’ll then have the option to use +Add new button to enter the different dates. When you submit the expense, you will see the separate requests on your dashboard.
What documentation will I need handy to get reimbursed?
For insurance premiums make sure your documentation shows:
- Type of health insurance
- The premium effective dates
- The premium amount
For other medical expenses make sure your documentation shows:
- The date of service
- The services received or items purchased
- 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 for reimbursement. Go ahead and submit those when you get them, don't wait!