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Training Expense Report

I. General Information

Employee Name:

Employee ID:

Department:

Job Title:

Training Title:

Training Provider/Institution:

Training Location:

Training Start Date:

Training End Date:

Training Purpose/Objective (Brief Description): Why was this training necessary? What skills/knowledge was the employee expected to gain?

 

Was this training required by the company?

 

By whom/what regulation? (e.g., internal policy, legal requirement)

 

Was this training pre-approved?

 

Approval reference/code: (e.g., Purchase Order, Training Request Number)

 

II. Expense Breakdown

Expense Type

Details

Cost

Receipt Attachment

A
B
C
D
1
 
 
 
 
2
 
 
 
 
3
 
 
 
 
4
 
 
 
 
5
 
 
 
 
6
 
 
 
 
7
 
 
 
 
8
 
 
 
 
9
 
 
 
 
10
 
 
 
 
 

III. Reimbursement Request

Total Expenses:

$0.00

Amount to be Reimbursed:

If different from total expenses, please explain below:

 

Payment Method:

Bank Account Details (if Direct Deposit is selected):

Bank Name:

Account Number:

Supporting Documentation Attached?

Airfare Receipt

Hotel Bill

Training Certificate

Ground Transport Receipt

Meal Receipt

Other:

 

Airfare Receipt Attachment:

Choose a file or drop it here
 

Hotel Bill Attachment:

Choose a file or drop it here
 

Training Certificate Attachment:

Choose a file or drop it here
 

Ground Transport Receipt Attachment:

Choose a file or drop it here
 

Meal Receipt Attachment:

Choose a file or drop it here
 

Other Attachment:

Choose a file or drop it here
 

IV. Post-Training Information

Summary of Training Content: (Briefly describe the key topics covered)

 

Key Takeaways/Learnings: (What did the employee learn from the training?)

 

How will this training benefit the company? (Explain the practical applications of the training)

 

Suggestions for Future Training: (Any recommendations for similar training in the future?)

 

Form Template Instructions

Please remove Form Template Instructions

 

Overall Purpose:

The primary purpose of this form is to provide a structured way for employees to request reimbursement for expenses incurred during training. It ensures transparency, accountability, and consistency in the reimbursement process.

 

Key Sections and Their Importance:

  • I. General Information: This section establishes the context for the expense report. It identifies the employee, the training details, and the purpose of the training. This is crucial for record-keeping, tracking training investments, and verifying the legitimacy of the expenses. Pre-approval information is essential for budgetary control and policy compliance.
  • II. Expense Breakdown: This is the core of the form. It requires a detailed itemization of all expenses, categorized for clarity. This breakdown is vital for accurate reimbursement and helps the company understand where the training funds are being spent. Requesting supporting documentation (receipts) is paramount for verification. The level of detail required (e.g., separate meal costs vs. per diem) depends on the company's policies.
  • III. Reimbursement Request: This section summarizes the total expenses, clarifies the amount to be reimbursed (in case it differs from the total due to company policies or partial reimbursements), specifies the preferred payment method, and confirms the submission of supporting documentation. Requiring bank account details only when direct deposit is selected is a good practice for data privacy.
  • IV. Post-Training Information (Optional but Recommended): While not strictly necessary for reimbursement, this section adds valuable context. It allows the employee to reflect on the training, its benefits, and potential future training needs. This information can be used to evaluate the effectiveness of training programs and plan future development initiatives.

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