Many organizations offer their employees opportunities to invest in professional development through paid courses, books, or other things like equipment, particularly for staff who work from home. When employees spend their own money on such items, they can then seek a refund. The employee refund Refund Request Form Template is built to provide you with a way to receive, and process these requests efficiently.
What Goes Into a Good Employee Refund Request Form Template?
One of the most important things that you’ll need for an employee refund request form is a way to identify your employees. This is particularly necessary if you run a large organization.
The template accounts for this by using the WPForms Form Locker feature to ensure that only logged-in users can access this form when it goes live. The form also has an employee Name/ID field for further verification of their identity.
The template mostly uses a series of single-line text fields to collect important details like the item purchased, vendor, cost, and so on.
There is also a paragraph-text field labelled Justification, where users can enter a detailed narration of the purpose of the purchase and why it was needed. Some other useful fields included on this template are the File Upload field for uploading receipts and other supporting documents and the Signature field.
Get started with WPForms today to create and customize your own employee refund request form. Signing up with WPForms gives you access to this and hundreds of other pre-made templates.
