Policy Name: EZM Reimbursement Policy

Lauch Date: 4/1/2016

Last Update: 9/23/2020

Author Name: Gerri Gentilquore

Author Title: Director of Compliance

Version: 2.0

PURPOSE

This Policy is designed to provide reimbursement to EZM staff when they incur work related expenses.

POLICY

Any expenditure incurred by a staff member in direct association with work may qualify for reimbursement to the staff member. Staff members must fill out the Expense Report Form and submit it, along with associated receipts, to their supervisor/ manager. The supervisor/ manger will then review the submission and, if appropriate, forward the form and receipts via Paycom Personnel Action Form (PAF) to the VP of Finance and HR.

Expenses should be turned in on the current pay cycle, or in the pay cycle following the date they are incurred and will be reimbursed on the following pay cycle. Expenses should be turned in no later than 60 days after being incurred. The request will be either approved (in whole or in part) or denied within 3 business days and the PAF will become part of the staff member’s permanent record. If more than 3 days are needed for review, the requestor will be notified. Upon approval the reimbursement of funds will be part of the staff member’s next paycheck as a separate line item.

RESPONSIBILITIES

Accounting Department

ESCALATION POINT OF CONTACT

President

TESTING

EZ Messenger has produced testing documents for this policy. All staff will be tested with continued testing scheduled annual.

REFERENCES AND RESOURCES