Pre-Launch Checklist Before Going Live with WorkVell

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 Trip Request & Travel Expense Claim

The full workflow from pre-trip approval through post-trip expense reimbursement.

Pre/Post Overtime Request Flow Settings

Admins can require overtime requests either before or after the extra hours are worked.

Initial Setup Checklist for WorkVell

Step-by-step initial setup checklist for new WorkVell deployments.

Managing the Offboarding Checklist

Track all exit tasks across HR, IT, and admin teams using an automated offboarding checklist.

Onboarding Checklist: Setting Up New Employees in WorkVell

A step-by-step checklist for HR to set up a new employee in WorkVell: from creating the employee profile to granting system access and setting up their first payroll.

New Employee Onboarding Checklist

Complete the essential setup steps when you join the company using WorkVell.