How do I approve, reject, or cancel an employee's auto-reimbursement enrollment?

When an employee enrolls in Auto-Reimbursement, you’ll get an email alert to give it a look before their recurring monthly payments kick off.

To approve or reject an enrollment

1. Log in to the Employer Portal.
2. Go to Auto Reimbursements in the sidebar and open the Pending tab.
3. Open the enrollment and check out the employee’s proof of coverage and premium amount.
4. Click Approve to start their recurring monthly reimbursements, or Reject and choose a reason from the dropdown (for example, missing documentation or non-eligible expenses) if something’s off. Click Confirm Rejection to wrap it up.

To cancel an active auto-reimbursement

1. From Auto Reimbursements, open the Approved tab (shown as Active) and find the enrollment.
2. Click Cancel, then Confirm Cancellation.

The cancellation takes effect right away — there's no need to schedule anything. The employee will be notified, and they're always welcome to re-enroll down the road if they're still eligible.

Remember the 25th-of-the-month timing rule when approving or canceling — see Why your auto-reimbursement timing matters.