To submit a Flexible Spending Account (FSA) Claim:
Please follow these steps for each receipt:
1. Log in to Paylocity and navigate to:
- Self-Service Portal
- Benefits
- Spending Accounts
- File a Claim
2. Enter the following information:
- Start and End dates of service
- Claim Amount
- Provider Name
- Category
- Type
- Recipient/Patient
- Description (if necessary)
- Mileage (if applicable)
3. Drag and drop or upload the corresponding file from your computer that supports the claim.