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Expenses & Travel
60개의 문서
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Expense Approval Flow Configuration (Admin)
Set up expense approval routes by amount, category, or department.
Using Receipt OCR for Faster Expense Claims
Photograph a receipt with your phone; AI auto-fills the amount, date, and category.
Submitting Expense Claims
How to submit out-of-pocket expense claims, upload receipts, and track the approval flow.
Business Trip Request & Travel Expense Claim
The full workflow from pre-trip approval through post-trip expense reimbursement.
Business Travel Application and Expense Settlement
How to apply for business trips and settle travel expenses in WorkVell.
Expense Claims: Submitting Receipts and Approval
How to submit expense claims with receipts and manage approvals in WorkVell.
Asset Management: Equipment Registration and Loan Tracking
How to register company assets and track equipment loans in WorkVell.
Setting Up Expense Claim Approval Workflows
How to configure expense claim approval workflows with amount-based conditions.
Requesting Remote Work Approval
Submit a remote work request for specific days through the employee portal.
Invoice System Compliance for Expenses
How the invoice (qualified tax invoice) system affects expense claim processing.
Business Trip Request and Expense Claim Process
End-to-end process from business trip request to expense settlement.
Requesting Equipment Loans
Submit a loan request for company equipment such as laptops, tablets, or cameras.
Customizing Expense Categories
How to customize expense categories to match your accounting chart of accounts.
Receipt Retention and Electronic Record-Keeping Law
Receipt retention requirements and electronic record-keeping law compliance.
Expense Report Proxy Entry
How managers or admins can enter expense reports on behalf of employees.
Remote Work Requests: Recurring Mode & Workers' Compensation
Weekly recurring mode submits the same weekdays each week. Work address matters for workers' compensation claims.
Registering and Managing Work Locations
How to register multiple work locations and assign employees to them.
Approving Expense Reports
Who approves expense reports, how they do it, and what is available today.
How to Contact WorkVell Support
How to reach WorkVell customer support.
Pre-Launch Checklist Before Going Live with WorkVell
Checklist of settings to verify before going live with WorkVell.
Master Data Change History
How to view the change history of master data such as departments, grades, and allowances.
Creating External Reports for Shareholders and Board
How to generate HR data reports for shareholders and board presentations.
Project Management Integration
How WorkVell integrates with project management tools for time tracking.
Annual Operations Calendar for WorkVell
Annual schedule of major HR and payroll tasks performed in WorkVell.
Batch Review of Overtime and Leave Requests (Admin)
How managers can efficiently review and approve multiple requests at once.
WorkVell Usage Reports
How admins can view system usage reports like login rates and feature utilization.
Integrated Recruitment Channel Management
How to centrally manage job ads, social recruiting, and referral hiring.
How to Check WorkVell Release Notes
How to find and subscribe to WorkVell release notes and new feature updates.
Data Migration from Other HR Systems to WorkVell
How to migrate data from other HR or attendance systems to WorkVell.
Permission Design Best Practices for WorkVell
Best practices for designing WorkVell permissions that fit your organization.
Data Deletion and Cancellation Procedures for WorkVell
Steps for exporting data and terminating WorkVell service.
WorkVell Backup and Business Continuity
WorkVell data backup and business continuity measures during system outages.
Customizing Dashboard Widgets
How to customize, add, remove, and rearrange widgets on the WorkVell dashboard.
Using WorkVell Data Analytics API for BI Tool Integration
Connecting WorkVell to BI tools like Tableau and Power BI via the analytics API.
Setting Up WorkVell After Changing Smartphones (Mobile App in Development)
The dedicated mobile app is in development. Here is what to reconfigure in WorkVell after switching to a new smartphone.
About WorkVell SSO (OIDC)
Which single sign-on protocol WorkVell supports, and how to get SSO configured with Microsoft Entra ID, Okta, and other IdPs.
WorkVell System Requirements and Recommended Browsers
Recommended browsers, OS, and device specs for using WorkVell.
WorkVell on a Smartphone: What Works and What Needs a PC (Mobile App in Development)
The dedicated mobile app is in development. A quick list of what you can do in the smartphone browser and what needs a PC.
Viewing Operation Logs in WorkVell
How to view system operation logs showing who changed what and when.
Timezone Management for Global Companies
Managing attendance and schedules for teams across multiple countries and timezones.
API Rate Limits
How rate limits are applied to WorkVell API keys, and what to do when you hit one.
Types and Uses of WorkVell Data Exports
A guide to all data export types in WorkVell and their primary use cases.
WorkVell and Electronic Record-Keeping Law Compliance
How WorkVell complies with Japan's Electronic Books Preservation Act requirements.
Configuring WorkVell IP Allowlist
How to restrict WorkVell access to specific IP addresses using an allowlist.
WorkVell Scheduled Maintenance Windows
When WorkVell performs scheduled maintenance and how you are notified.
WorkVell Data Protection and Privacy Policy Overview
An overview of how WorkVell protects employee data and what privacy measures are in place.
WorkVell Accessibility Features
Overview of WorkVell accessibility features and how to configure them.
WorkVell Keyboard Shortcuts
List of keyboard shortcuts for commonly used WorkVell actions.
WorkVell Multi-Device Support (PC, Tablet, Smartphone)
Best practices for using WorkVell across multiple device types.
Types of WorkVell Support Plans
Overview of WorkVell support plans from self-service to dedicated account management.
WorkVell Product Roadmap and Feature Requests
How to view WorkVell product roadmap and submit feature requests.
WorkVell Annual Operations Calendar
Annual calendar of HR, payroll, and social insurance tasks in WorkVell.
Measuring ROI After WorkVell Implementation
How to measure and report the ROI of WorkVell implementation.
What You Can and Cannot Do on a Smartphone (Mobile App in Development)
The dedicated mobile app is in development. This guide lists what works in the smartphone browser and what is better done on a PC.
Field Operations: Recording On-Site Reports
WorkVell field operations feature lets field staff submit on-site reports from mobile devices, with photos, location data, and completion checklists.