ENTERPRISE LEARNING

Training approvals & claims

Make the handoffs around training requests and claims easier to review.

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THE COMMISSIONING DECISION

Request. Start here.

Map the approval responsibility, required documents and exceptions. A training approval and a financial claim are related but distinct decisions.

Training approval and reimbursement workflows

Define how employees request training, who approves it and what happens when the request changes. Start with your approval policy, spending responsibilities and evidence requirements.

If training claims or reimbursement are in scope, specify receipts, cost categories, approval stages and the handover to finance. These are requirements for configuration or integration review, rather than a promise of an included payroll or payment service.

Define the scope for training approvals & claims.

01

Request

Identify the learner, training purpose, requested dates and supporting information required for a decision.

02

Approval

Separate training suitability, management approval and financial authorisation. Agree handoffs and exceptions.

03

Claim review

Confirm the claim evidence, review responsibility and final status that should appear in the training-administration record.

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