nexus/knowledgebase/csd-wiki/ICSD/How-to-request-for-reimbursement-of-Education-Allowance_686070542.md

How-to-request-for-reimbursement-of-Education-Allowance_686070542

Due to system migration, some of the links may not direct you to the right place. Please refer to the latest process on HR's site
https://central.opentext.com/my-hr-information/my-benefits-wellbeing/education-allowance-benefit/

Introduction

This page presents all the steps to request for reimbursement of Education Allowance.

1. Make sure you go through the details of Education Allowance Benefit Program. Mainly for
   1. Qualifying Professional Development Opportunities
2. Talk to your manager that you want to purchase some training or education resource, and get the confirmation that you can go ahead.
3. Purchase the training or education resource.
4. submit this workflow for approval. Required information for the form
   1. Name. 2. Manager and department information. 3. Whether the request is for tuition (Formal Learning & Career Development) or professional membership/designation fees 4. Details about the professional membership if applicable (name of association, amounts, effective dates, etc.). 5. Details about the tuition if applicable (name of course, name of institution, amounts, effective dates, etc.). 6. In both cases the requestor will be asked to explain how the development will benefit OpenText as documented in myCDP.
5. Once the workflow is approved, open an HR ticket to request reimbursement. Check more details in the "Requesting Reimbursement" section of Education Allowance Benefit Program.
   1. Mention the workflow link which already got approved. 2. Attach
      1. Invoice or evidence of the service / professional membership / tuition 2. the payment evidence 3. evidence showing that you are the owner of the payer bank card 4. If it's paid in dollar and you repaid via other currency like CNY, provide the repay evidence. If this information cannot be provided, the amount of money will be paid with latest currency.
         1. The repay evidence 2. They owner of the repay bank card
6. If there is anything else required, you will get the email from HR. Just provide the additional doc required by them.
7. Once confirmed, you will get an approval email and HR will mention to you that when the Reimbursement will be paid.

Reference

1. For training or education happened outside of China or the vendor is not in China, follow the generic steps.
2. For any training or education happened in China, please try to prepare an invoice with below information.
   1. 购买方应该是：“上海微福思软件科技有限公司”（纳税人识别号：91310115MA1K3K980Y） 2. 发票上的货物或服务名称，应该显示“培训费” 3. 在完成申请、审批的流程后，请在发票备注栏填写姓名和员工号，并将发票原件寄至： 北京市朝阳区广顺南大街 8号院 1号楼 B座 3层 李艳 收 电话： 13801200134 4. 如果取得的是电子发票，请将 PDF版发票发至： yli2@opentext.com, 邮件标明员工姓名和员工号。
3. What's the difference between the invoice with company name or not?
   1. The Chinese company name invoice will allow you to use the education fee from Chinese education fund, which is guaranteed to cover your spend.
4. Education Allowance Benefit Program
   https://central.opentext.com/my-hr-information/my-benefits-wellbeing/education-allowance-benefit/

Training / Membership candidates

1. ACM membership/year ($40 for developing countries, $99 for developed countries) + ACM Skillbundle ($75, including a tailored version of O'Reilly, Pluralsight, Skillsoft). Check here for more comparison between ACM skillbundle and O'Reilly subscription.
   https://www.acm.org/subscribe
2. O'Reilly Online learning ($499/y)
   https://www.oreilly.com/online-learning/individuals.html
3. AWS Skill Builder ($449/y), includes training sessions with lab, exam prep courses, Cloud Quest, JAM, etc.
   https://skillbuilder.aws/subscriptions
4. English Training
   1. Cambly