Becoming a member
Guide for members
Community guidelines
The basics
What ArtsPool does
What ArtsPool does: an overview
Financial Maintenance services
Financial Operations services
Workforce Administration services
Other services
Requesting changes to ArtsPool's scope of services
ArtsPool: an introduction
Training quick links
Requesting work from ArtsPool
Suggested titles, descriptions, and content for tasks
Requesting digital signature processing for a document
Share important events or deadlines with ArtsPool's calendar
Membership communication guide
New hire onboarding
Submitting a new hire task in the ArtsPool app
Guidance on creating offer letters
Employee benefits data management
Upload Proof of Vaccination
Employee Payroll Setup: A to Z Guide
Independent Contractor and Employee Definitions
Paying employees
Paying Employees and Approving Payroll
Employee reimbursements
Processing per diem
ArtsPool Retirement Plan
Actors Equity Payroll with a PEO
Revenue and expenses
Managing petty cash
How to submit receipts to ArtsPool
Submitting bank deposits
How to code expenses and respond to clarification requests
Requesting payment for a bill
Xero-compatible check stock
Grants and contributions
Managing your NY State Grants Gateway prequalification
Requesting a grant budget or financial report
Corporate insurance
BeyondPay training
General BeyondPay training
Updating your BeyondPay password
Homescreen: Understanding My Personal Info
Changing your name with ArtsPool
Homescreen: Understanding My Actions
Homescreen: Understanding My Forms
BeyondPay training for employees
BeyondPay training for payroll admin
Accessing reports in BeyondPay
Unlocking employee accounts in BeyondPay
Verifying I-9 Forms
Approving timesheets in BeyondPay
Understanding payroll and BeyondPay
BeyondPay: approve time entries
Homescreen: Understanding Employee Management
Submitting Timesheets
Submitting and approving employee time off requests
Uploading and downloading an employee document in BeyondPay
Payroll FAQs - a troubleshooting guide
Downloading Pay Statements
Submit time off request in the ArtsPool app
BeyondPay mobile app
Download W2 from payroll
Paying independent contractors
Compliance
SAM.gov: The Federal System for Award Management
Providing annual sexual harassment prevention training and materials
Understanding conflict of interest disclosures
Board actions for New York nonprofits
Understanding corporate policies
Fiscal control stopgaps: what NOT to do
COVID-19 Workforce Administration Reference Materials
Technology
The ArtsPool app
Managing your ArtsPool app user account
Getting started with tasks
Working with your task list
Searching for tasks
Commenting on a task
Adding a document to a task
Adding people to tasks
Member pages in the ArtsPool app
Feature requests
Keyboard shortcuts
Reassigning requests
Tasks and privacy
Approving a batch of requests
Google Drive
Setting up a Google account
Google Drive tips and tricks
Syncing Google Drive files to your desktop
Exporting a Google Sheet to PDF
Getting started with Google Sheets
Migrating data between Google Apps accounts
Gmail
Email like a champ with Gmail keyboard shortcuts
Submit tasks at lightning speed with email templates
Creating a Gmail filter
Adding a forwarding address to Gmail
Security
Data security guide for members
Security on macOS
Data Security Policy
1Password account setup
1Password account management
1Password basics
Importing passwords into 1Password
Additional 1Password accounts for members
Privacy Policy
Other technology resources
Working with documents
Accessibility statement
Governance and other goodies
Governance
Service agreements
Summary of changes to Terms of Service
What's changed: 2020 ArtsPool Service Agreement Update Summary
What's changed: 2024 Terms of Service Update Summary
Terms of Service
Dispute and Indemnity Summary
Annex A: Pricing and Billing
Annex B: Member Service Contact List
Annex C: Member Services List
Annex D: Onboarding Procedures
Annex E: Operating Agreement
Annex F: Privacy Policy
Annex G: Data Security Policy
Annex H: Limitations of Liability and Indemnification
Annex I: Dispute Resolution
Annex J: Improvement Process for Members not in Good Standing
Annex M: General Legal Provisions
Annex K: Termination Provisions
Annex L: Offboarding Procedures
Annex N: Defined Terms
External partners and vendors
Guidelines for a Successful ArtsPool-Auditor Partnership
Selection of vendors, consultants, software, and tools
How to choose software
Professional development resources
Table of Contents
- Knowledge Base
- Guide for members
- Paying employees
- Employee reimbursements
Employee reimbursements
Updated by Waqar Ahsan
Reimbursements are processed bi-weekly with your payroll as non-taxable income. Reimbursement requests should be submitted no later than 6:00 PM on the Monday before the pay date to be included in the pay run. Requests submitted after the deadline will be processed in the following payroll.
Requesting reimbursements
To submit employee reimbursements, please use the reimbursement request form in the ArtsPool app. This will ensure that your request is routed to an appropriate approver and ArtsPool's Workforce Administration Lead for your organization.
To submit the form:
- Log into the ArtsPool app and select Request reimbursement from the New task menu at the top of the screen.
- Enter your name in the Recipient field if requesting a reimbursement for yourself. If entering a reimbursement for someone you manage, enter their name in the Recipient field.
- Select the name of the approver from the Approver dropdown. If you select your own name (e.g. you approve your own expenses or are submitting for an employee you manage), the reimbursement request will be automatically approved upon submission.
- In the Notes field, enter any relevant details about the expense(s). Be sure to include the amount, the vendor, date of purchase, and the purpose. Please also include the expense category (aka account code or budget line) and Program/Activity tracking to which the expense should be charged if you know them.
- Upload scans or photos of all receipts to the Documents field.
- Click Submit.
How to see when you will be reimbursed
After you submit the form, the approver will receive an email with instructions on how to approve the request and the reimbursement will be automatically linked to the next upcoming payroll. You can see the date of this payroll by clicking on the Linked tasks tab after submitting your request. If you are not a payroll approver you will not be able to click to view this task, but the date in the task title reflects the payment date for that payroll.
Approving reimbursements
If an employee selects you as an approver on a reimbursement request, you will receive an email notification with a link to approve the request. To approve the request:
- Click the View and approve button in the email notification you receive.
- Review the details of the request, including any documentation. If you have questions for the submitter, leave a comment on the task and the submitter will receive an email notification.
- Once you are ready to approve, click the Approve button on the task.
You can also approve reimbursement requests from your Open Requests lists any time you are logged into the ArtsPool app. Just click the Actions menu on the right, select Resolve, and click either Approve or Review.
Oops! What to do if you are not the right approver
Sometimes you might receive an approval request in error, either because the submitter accidentally selected the wrong name or because the expense needs to be approved by someone other than you based on your internal financial controls. To reassign the approval request, just follow the instructions in the article Reassigning requests.
Organizations that do not collect formal approvals on reimbursements
Some organizations have different financial controls that do not require individual approval of reimbursements outside of the approval of bi-weekly payroll. While it does make things more efficient for us when organizations use the reimbursement request form and approval workflow, we understand that every organization is different and has different needs. Please contact your ArtsPool Workforce Administration Lead to discuss the reimbursement process if you elect not to use the reimbursement approval process.