Gravis is moving employee expense reimbursements to Paylocity.

This will make the reimbursement process easy, straightforward and less hassle for everyone.

1.  Recommended: Download the Paylocity Mobile App. However, you can do this from your computer
   
2. Login using your credentials. Company ID is 109523
   
3. Create a new report
   
1.  Click on “Add Report” icon at the top right of the screen. Only create one new expense report per pay period
   
2. Title of report should be: “[Month] Expenses"
   
3.  Save the report for use
   
4. Add your expenses:
   
1. For each individual expense, tap “+Add Expense” and select “Create New Expense"
   
2. Take a picture of the receipt
   
3. Add the total amount – this must match your receipt.
   
4. Title – name the expense “Mileage to drop off court papers at Franklin county court from Richland office.” Be descriptive.
   
5. Select Category – Mileage, Office Expense, Team building meals, etc.
   
6.  Payment method: choose “Personal Credit Card / Debit card” if you should be reimbursed for this.
   
7. Add Note – if you want to record more specifics about the expense.
   
8. Click “Save” top right corner.
   
9. Repeat this process for each individual expense item.
   
5.  At the end of the month or pay period – click on Save – Save & Submit. This can be done from your phone or computer. Doing so sends to your supervisor for approval.
   

1. Navigate to HR & Payroll > Expense > Expense Reports.
   
2. Select Expense Reports to Approve.
3. Select Edit Cost Centers or Edit Cost Centers/Job to adjust the cost centers and/or job on the expense report if necessary.
4. Select any individual expenses from the Title column to Review Expense Details.
   
5. Select Approve Expense Report.