Automated PeopleKeep Reimbursement Reminders
Every week, WebRun opens PeopleKeep, checks HRA reimbursement submissions still awaiting admin review, creates a Trello card for each one, and posts a reminder to Microsoft Teams before the monthly processing deadline so nothing sits unreviewed.
How do I clear pending PeopleKeep reimbursement submissions before the deadline?
WebRun checks PeopleKeep every week for HRA reimbursement submissions still awaiting review. It creates a Trello card for each one and posts a reminder to your benefits admin in Microsoft Teams before the monthly processing deadline, so pending reimbursements get cleared on time instead of piling up unnoticed.
- Reimbursements get reviewed before the monthly deadline
- The benefits admin sees a running pending count in Trello
- Reviewed submissions clear off the queue automatically
Built for Benefits administrators · HR managers · small business owners · PeopleKeep customers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
peoplekeep.comin a real browser with your saved login - no setup, no API keys. -
1
PeopleKeep - find pending reimbursements
peoplekeep.com
WebRun opens PeopleKeep to find pending reimbursements. - Open PeopleKeep and check reimbursement submissions awaiting review
- Read the employee, amount, and submission date for each
- Note how many days remain until the monthly processing deadline
Done when Every pending reimbursement is captured with its submission date.
-
2
Trello - log each pending submission
trello.com
WebRun opens Trello to log each pending submission. - Create a card for each pending reimbursement
- Add the employee, amount, and submission date
- Move the card once the admin marks it reviewed in PeopleKeep
Done when Every pending reimbursement has a Trello card.
-
3
Microsoft Teams - remind before the deadline
microsoft.com
WebRun opens Microsoft Teams to remind before the deadline. - Post a reminder to the benefits admin channel
- List how many reimbursements are still pending
- Repeat as the monthly deadline gets closer
Done when The benefits admin has a reminder before the processing deadline.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it approve the reimbursements?
No. WebRun only tracks what's pending and reminds the admin. Reviewing and approving each reimbursement stays a decision made in PeopleKeep.
Does it contact the employee who submitted it?
No, the Trello board and Teams reminder are internal to your benefits admin. WebRun never messages the employee about their submission.
What happens once a reimbursement is reviewed?
It reads the live status in PeopleKeep each week, so a reviewed submission's card moves and it drops off the pending count.
Related templates
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