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Budget Planningยท์ง€์› ์ฝ”๋“œBUDGET-001

How to Submit a Budget Request

The end-to-end process for submitting a department budget request and getting it approved in WorkVell.

Open New Budget์•ฑOpen the actual screen in the app์ง€๊ธˆ ์—ด๊ธฐ

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Submit Q2 advertising budgetIn New Budget, pick your department and the "Advertising" line item, then enter the amount and period.
Budget for PCs or equipmentChoose the "Equipment" or "Supplies" line item and create a new request.
Ran out of budget mid-periodKeep the approved budget as-is and file a "Revised Budget" for the difference with a reason.
Check remaining and spendingSee the remaining amount and utilization by period and department in the budget list.

How to submit a budget request

First, where the screen lives. From the dashboard's left menu, follow this path.

DashboardManagementBusiness PlanningNew Budget
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  1. 1

    Open the screen

    From "Management โ†’ Business Planning", open New Budget.

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  2. 2

    Enter the details

    Enter the budget period, department, and line items (personnel, equipment, advertising, etc.).

  3. 3

    Attach evidence

    Attach quotes or cost breakdowns (Excel, PDF).

  4. 4

    Get it approved

    Pass through the approval flow: manager โ†’ finance โ†’ executive.

  5. 5

    Start spending

    Once approved, the budget is confirmed and expense/purchase spending can begin.

Setting up line items

Admins can configure company-specific expense categories (accounts). Standard categories include personnel, welfare, equipment, supplies, and advertising.

Need to revise a budget

To change the amount after a budget is confirmed, file a "Revised Budget". The confirmed budget stays in place; enter the change amount and a reason.

File a revised budget

Check your remaining budget

The budget list shows budget vs. actual vs. remaining and the utilization rate, by period and department.

Open the budget listView budget vs. actual

Key terms

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Revised budget โ€” A request to increase or decrease a confirmed budget mid-period. Requires the change amount and a reason.

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Submit ยฅ5M advertising budget for Q2 โ†’ approved through manager, finance, and executive flow

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Budget vs. Actual and Variance Analysis

How to track actual spending against approved budgets and analyze variances in WorkVell.

Handling Budget Approvals and Rejections

How to revise a rejected budget request and how to submit a revised budget after approval.

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Handling Budget Approvals and Rejections

How to revise a rejected budget request and how to submit a revised budget after approval.

Original Budget vs. Revised Budget

Original budget is the plan set at period start; revised budget reflects mid-period changes.

Creating Budgets and Allocating by Department

Set up an annual budget and allocate amounts to departments and cost centers.

What is a Cost Center?

Cost center is a unit used to track where expenses occur within a company.

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Original Budget vs. Revised Budget

Original budget is the plan set at period start; revised budget reflects mid-period changes.

Creating Budgets and Allocating by Department

Set up an annual budget and allocate amounts to departments and cost centers.

Annual Budget Planning Process

The budget planning process for next fiscal year including headcount, payroll, and HR costs.

Submitting a punch correction request

How to request a correction yourself when you forgot to clock out, a time is wrong, or a break is missing.

Department Budget Dashboard for Managers

Department heads can monitor real-time budget consumption and receive alerts when spending approaches limits.

Request Paid Leave

How to request paid or other leave and check your remaining balance.

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