WorkVellWorkVell

원하는 정보를 찾지 못하셨나요?

Expenses & Travel

60개의 문서

빠른 이동

관리자용

Expense Approval Flow Configuration (Admin)

Set up expense approval routes by amount, category, or department.

직원용

Using Receipt OCR for Faster Expense Claims

Photograph a receipt with your phone; AI auto-fills the amount, date, and category.

인기

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.

관리자용

Remote Work Application and Approval

How to apply for remote work and get approvals in WorkVell.

직원용

Business Travel Application and Expense Settlement

How to apply for business trips and settle travel expenses in WorkVell.

직원용

Expense Claims: Submitting Receipts and Approval

How to submit expense claims with receipts and manage approvals in WorkVell.

관리자용

Asset Management: Equipment Registration and Loan Tracking

How to register company assets and track equipment loans in WorkVell.

관리자용

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.

직원용

Invoice System Compliance for Expenses

How the invoice (qualified tax invoice) system affects expense claim processing.

직원용

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.

관리자용

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.

직원용

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.

관리자용

Registering and Managing Work Locations

How to register multiple work locations and assign employees to them.

직원용

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.

관리자용

Invoice and Billing Management

How to access and manage WorkVell service invoices.

관리자용

Pre-Launch Checklist Before Going Live with WorkVell

Checklist of settings to verify before going live with WorkVell.

관리자용

Master Data Change History

How to view the change history of master data such as departments, grades, and allowances.

관리자용

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.

관리자용

Annual Operations Calendar for WorkVell

Annual schedule of major HR and payroll tasks performed in WorkVell.

직원용

Batch Review of Overtime and Leave Requests (Admin)

How managers can efficiently review and approve multiple requests at once.

관리자용

WorkVell Usage Reports

How admins can view system usage reports like login rates and feature utilization.

관리자용

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.

관리자용

Data Migration from Other HR Systems to WorkVell

How to migrate data from other HR or attendance systems to WorkVell.

관리자용

Permission Design Best Practices for WorkVell

Best practices for designing WorkVell permissions that fit your organization.

관리자용

Data Deletion and Cancellation Procedures for WorkVell

Steps for exporting data and terminating WorkVell service.

관리자용

WorkVell Backup and Business Continuity

WorkVell data backup and business continuity measures during system outages.

관리자용

Customizing Dashboard Widgets

How to customize, add, remove, and rearrange widgets on the WorkVell dashboard.

관리자용

Using WorkVell Data Analytics API for BI Tool Integration

Connecting WorkVell to BI tools like Tableau and Power BI via the analytics API.

직원용

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.

직원용

Changing the Display Language in WorkVell

How to change the WorkVell UI display language.

관리자용

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.

관리자용

Setting Up Dark Mode

How to enable dark mode in WorkVell.

관리자용

Viewing Operation Logs in WorkVell

How to view system operation logs showing who changed what and when.

관리자용

Timezone Management for Global Companies

Managing attendance and schedules for teams across multiple countries and timezones.

관리자용

API Rate Limits

How rate limits are applied to WorkVell API keys, and what to do when you hit one.

관리자용

Types and Uses of WorkVell Data Exports

A guide to all data export types in WorkVell and their primary use cases.

관리자용

WorkVell and Electronic Record-Keeping Law Compliance

How WorkVell complies with Japan's Electronic Books Preservation Act requirements.

관리자용

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.

관리자용

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.

관리자용

How to Use the WorkVell Free Trial

How to make the most of the WorkVell free trial period.

관리자용

WorkVell Annual Operations Calendar

Annual calendar of HR, payroll, and social insurance tasks in WorkVell.

관리자용

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.