Tuition Reimbursement

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AnneV
Basic Member
Posts: 6
Basic Member

    Wondering if someone has used the basic Lawson product (S3 and yes, we are upgrading) - without customization - for a tuition reimbursement plan?  I would like to be able to put in the annual amount the individual employee is approved for (budget) and then track reimbursements as they are made.  Ideally, I would be able to project this into the future.  For example - I apply for tuition reimbursement and am approved for $3,000 each year for 2016, 2017, 2018 and 2019. I know deductions can be treated as add to net, so there are possibilities there.  I appreciate the sharing of any successful plans even if not exactly what I have described.  Thanks.

    Margie Gyurisin
    Veteran Member
    Posts: 538
    Veteran Member
      You can set them up as LP plans with dollar allocations depending on your rules. This would mean you will need to use non earnings paycodes so the dollars are decremented. We have always used paycodes for tuition reimb so employees are taxed appropriately.
      Kristie Starzyk
      Veteran Member
      Posts: 76
      Veteran Member
        Were you successful in implementing this in Lawson? We are having similar requests at our hospital. The way they are doing it now is tracking on a spreadsheet and submitting requests to payroll. Taxing has been an issue recently since it's all manual entries into Payroll.
        Margie Gyurisin
        Veteran Member
        Posts: 538
        Veteran Member
          Do you have your tuition pay summary groups set up with a remuneration code of E015 on the PR20.2?
          Kristie Starzyk
          Veteran Member
          Posts: 76
          Veteran Member
            No, we do not..... could this be why someone who received over $5250 in tuition reimbursement was not taxed on anything over $5250?
            Margie Gyurisin
            Veteran Member
            Posts: 538
            Veteran Member
              That would be my thought. I would recommend you set it up in a test product line and check it out to make sure it works for you.
              Kristie Starzyk
              Veteran Member
              Posts: 76
              Veteran Member
                Thank you so much! We will test this out with payroll!
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