Help resolve tuition reimbursement requests agentic workflow

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read
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    Summary of Help Resolve Tuition Reimbursement Requests Agentic Workflow

    The Help Resolve Tuition Reimbursement Requests agentic workflow automates the reimbursement process for employee course submissions. It evaluates requests against company policies and provides a decision of approval, denial, or request for additional information. This workflow is specifically designed for courses that have been pre-approved and completed.

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    Key Features

    • Policy-Based Evaluation: Utilizes the Policy-based HR evaluator skill to assess course information against documented policies.
    • Decision Outcomes: Returns a case analysis with three possible outcomes: approval, denial with an explanation, or a request for more information if the submission is incomplete.
    • AI Agents: Includes agents such as the Tuition reimbursement request evaluator, which evaluates cases, and the Tuition reimbursement request closure agent, which documents resolution steps.
    • Now Assist Panel: Notifications from AI agents can be displayed in the Now Assist panel for HR agents to review case resolutions and notes.

    Key Outcomes

    By implementing this agentic workflow, employees can efficiently determine if their course meets company requirements before enrollment. HR agents receive timely notifications about case resolutions, enhancing workflow efficiency and ensuring adherence to company policies.

    Next Steps

    To access and enable the workflow, navigate to All > AI Agent Studio > Overview, select Agentic workflows > Help resolve tuition reimbursement requests, and ensure the business rule is activated by going to System definition > Business Rules and enabling the TR Case Created or Updated rule.

    The Help resolve tuition reimbursement requests agentic workflow streamlines the reimbursement process by evaluating employee course reimbursement submissions against company policies and returning a decision of approval, denial, or request for additional information.

    Help resolve tuition reimbursement requests overview

    The Help Resolve Tuition Reimbursement Requests agentic workflow automates the evaluation of employee tuition reimbursement submissions using the Policy-based HR evaluator skill to compare course information provided through the Employee Center against company policies documented in knowledge articles. For each request, the workflow collects the submitted course details, analyzes them against policy requirements, and returns a case analysis with one of three decisions: approval if the request meets all policy requirements, denial with explanation if requirements are not met, or a request for additional information if the submission is incomplete.
    Note:
    This agentic workflow is designed for reimbursement requests for courses that were pre-approved and completed. The Help resolve tuition requests agentic workflow helps employees evaluate whether a course meets company requirements before the employee enrolls.
    To access the agentic workflow:
    1. Navigate to All > AI Agent Studio > Overview.
    2. Select Agentic workflows > Help resolve tuition reimbursement requests.

      The Define key requirements workflow is displayed. For more information, see Help resolve tuition reimbursement requests AI agents.

    3. The Select a UI display option enables the Now Assist panel. For more information, see Select display.
    4. Enable the business rule that triggers the agentic workflow. For more information, see Triggers for the Help resolve tuition reimbursement requests agentic workflow

    Help resolve tuition reimbursement requests AI agents

    The following table lists the agents that are part of the agentic workflow.
    Table 1. AI agents in the Help resolve tuition reimbursement requests agentic workflow
    AI agent Description
    Tuition reimbursement request evaluator AI agent Evaluates the HR case details against the company policies described in knowledge articles.
    Tuition reimbursement request closure AI agent Adds work notes with the resolution steps taken and moves the case to awaiting approval/close complete.

    Select display

    In the Select a UI display workflow, you can enable the Now Assist panel display, which sends notifications to HR agents for the triggered case. When the Now Assist panel option is enabled, the AI agent output or notifications are displayed in the Now Assist panel.

    Select this option to receive and review notifications by AI agents in the Now Assist panel. AI agents notify HR agents in the Now Assist panel with the case resolution and summarization notes.

    Triggers for the Help resolve tuition reimbursement requests agentic workflow

    In the Help resolve tuition reimbursement requests workflow, the agentic workflow begins executing when the case is assigned and in the Ready or Work in progress state. The agentic workflow utilizes system business rules instead of agentic triggers. To enable the business rule, do the following steps:
    1. Navigate to System definition > Business Rules.
    2. Locate and open TR Case Created or Updated.
    3. Select the Active option to enable the business rule.