Creating External Reports for Shareholders and Board

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.

Data Migration from Other HR Systems to WorkVell

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

WorkVell Usage Reports

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

Approving Expense Reports

Who approves expense reports, how they do it, and what is available today.

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.

Creating Custom Reports

How to create custom reports for metrics not in the standard dashboard.

Creating External Workforce Engagement Requests

Create an engagement request to assign an external worker to a project, with approval workflow.