Standard & Procedure Name: | Continuing Education |
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Scope: | Reliant Employees |
Revision Date: | January 19, 2023 |
Last Review Date: | June 7, 2023 |
Reliant encourages our employees to grow in their knowledge, skills, and character by pursuing educational opportunities that enhance job performance and improve ministry capabilities. Work/Personal Time for Education Education Expense Reimbursements: Pre-Approval Request: We ask all employees interested in reimbursing continuing education expenses to submit a request for pre-approval to their local supervisors and their Program Teams. Pre-approval sets appropriate expectations before registering for education classes and streamlines reimbursements for education-related expenses. Standard
Procedure
Request Pre-Approval
Complete the Continuing Education Pre-Approval Request form, which asks for a description of your intended education courses and how the education is related to your current job description. Follow the steps for sharing the form with your local supervisor and Reliant Program Team. Your Reliant Program team will follow up with you about your approval.
Enroll in Courses
After receiving approval, enroll and pay for courses and textbooks.
Submit Reimbursement
Complete and submit the Continuing Education Form.
Employees may wish to consult with their tax adviser regarding proper tax treatment and reporting of continuing education reimbursements.
As soon as enough MTD funds are available, the reimbursement will be paid following the normal order of pay up to the maximum eligible amount in that year.
Questions?
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24 Comments
Barb Seckler
Sarah Swann, Kathy Zellinger, user-1a794 - based on my conversation with Kathy Z today re: K. above "This benefit is available only for those working 20 or more hours per week and at the following levels (based on the $5,250 benefit): Full-time at 100%, 30 hours/week at 75% and 20-25 hours at 50%" we need to add details that this is related to when it is paid out, not when incurred. Possibly linking to the reimbursement manual that talks about continuing education.
Barb Seckler
Kathy Zellinger- Can you share the google doc you create for the Cont. Ed approvals with Christine, Danielle and myself so we can start tracking "payments" to make sure no one is "paid" more than their annual max based on their status, when funds are available?
Sarah Swann
Barb Seckler I added a bunch of links let me know if you want me to add more.
Mike Swann
Unknown User (ed.courtney@reliant.org) and Barb Seckler, the reimbursement form for this gives me an error when I click on it. Does MR create the form or Finances?
Mike Swann
Unknown User (christine.stitt@reliant.org), I believe this form is still trying to point to an old form we've removed. Can we set this Education form so it takes them to Google?
Sarah Swann
Hi Mike Swann, this should be updated for you. The link will take the user to the Google Drive Continuing Education form, but they must be logged in with their Reliant account to view. Let me know if it works for you. Thanks!
Barb Seckler
Sarah Swann - the link to the preapproval form says email to hr@gcmweb.org - can we change that to hr@reliant.org?
Barb Seckler
Mike Swann - try the link to the form now. Unknown User (christine.stitt@reliant.org) fixed the link to the google drive form.
Sarah Swann
I think this looks nice! Your test pages are much more clear!
Mike Swann
Mike Swann
Dave Meldrum-Green, user-1a794, Joshua Dull, Tom Mauriello, Matt Elkins, Kerry Housley, Kathy Zellinger
We did an initial first pass on the new language for Continuing Education to implement the new process we have been talking about. We are also working on a Google request form here.
https://docs.google.com/forms/d/1Z6zjxw9OVBh3WTFm6uqbQ2LJtYbIjaPfyD7KJ0B-pdk/edit
Main new things:
Mike Swann
Kerry Housley, can you add discussion of this to our next agenda for the Operational Leadership Meeting. Key items
Mike Swann
user-a88de, can you put the new request form into this document above.
user-2ce9f, do you know how/where this will be tracked?
Sarah Swann
Mike Swann - I just created the spreadsheet and have it ready to show you. I think it would be good to set up a verticals approval process before I finalize everything and show it to everyone. When would be a good time to finish it out and train?
Sarah Swann
user-a88de Mike Swann - I went ahead and embedded it like we do the Open Enrollment Form.
Mike Swann
Matt Elkins and user-1a794, we'll talk about this in our meeting for team leaders to talk through amount of time spent in class
Mike Swann
Barb Seckler and user-1a794, this is ready for approval
Barb Seckler
Mike Swann - Are Fixed term going to have to individually get approval? I seem to think we decided they would be pre-approved based on their program. For the Step 2 (I can't make an in-line comment) -
Barb Seckler
I want to review these comments before "approving" this.
Barb Seckler
Mike Swann so can we edit step 2 as well please?
Mike Swann
Good catch Barb Seckler. We probably need to notate that this is for people who do not already have a program up and running
Barb Seckler
I have added my approval although I know there is still discussion needed on the travel, lodging and meals being taxable - I'm open to rephrasing/revising that but I'd like to discuss further - FYI Mike Swann user-1a794 plus we'll (ES) need to research it.
Mike Swann
user-1a794, can you take a look at this to see if there is anything else needed to talk through before we publish. I know there are a few things that still need to be taken care of, but just trying to get this piece published and ready.
Deborah Kennedy
Updating this page today based on everything decided in 2021 (see 2021-07-07 Update - Continuing Education Policy for reference).