Collections & Refunds Notification

Purpose: To help you understand the approval process for one-time collections or refunds and the purpose behind this process. 


Why am I receiving this email?
  • Notification of an agency refund
  • Refund to provide money back to you
  • Collection (Amendment, tax adjustment, fee collection, wire refunds, or collections)
What am I supposed to do now?

Click on View Details & Approve to log in.

Click the Approve Collection button to complete this request.

Who will receive this notification and/or is authorized to approve these funds?

The Payroll Administrator will always receive this notification. The person requesting the change will also receive this notification as long as they are an approved payroll user listed in BambooHR.

What will happen after approval?

The funds will be debited or credited from your account within 2-3 business days unless it is an agency refund. The agency will refund on their own timeline.

What will happen if I do not approve the funds?
  • If refunds are not approved, they may be applied to future liabilities. (i.e. fees, taxes)
  • If the funds are not approved for debit in a timely manner, then you could be subject to additional penalties and interest applied by the agency.  
  • Your account could be subject to interruption of services. Your ability to process payroll could be affected. 
What should I do if I am not getting the Collections & Refund request?

Make sure to check your spam folder and that BambooHR is on your allow list.

What's next?

Do you need help adding a non-benefit deduction for an employee?

Would you like to run a report on payroll deductions for all employees?