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Expenses & Travel

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Admin

Expense Approval Flow Configuration (Admin)

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

Employee

Using Receipt OCR for Faster Expense Claims

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

Popular

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.

Admin

Remote Work Application and Approval

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

Employee

Business Travel Application and Expense Settlement

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

Employee

Expense Claims: Submitting Receipts and Approval

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

Admin

Asset Management: Equipment Registration and Loan Tracking

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

Admin

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.

Employee

Invoice System Compliance for Expenses

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

Employee

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.

Admin

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.

Employee

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.

Admin

Registering and Managing Work Locations

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

Employee

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.

Admin

Invoice and Billing Management

How to access and manage WorkVell service invoices.

Admin

Pre-Launch Checklist Before Going Live with WorkVell

Checklist of settings to verify before going live with WorkVell.

Admin

Master Data Change History

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

Admin

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.

Admin

Annual Operations Calendar for WorkVell

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

Employee

Batch Review of Overtime and Leave Requests (Admin)

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

Admin

WorkVell Usage Reports

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

Admin

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.

Admin

Data Migration from Other HR Systems to WorkVell

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

Admin

Permission Design Best Practices for WorkVell

Best practices for designing WorkVell permissions that fit your organization.

Admin

Data Deletion and Cancellation Procedures for WorkVell

Steps for exporting data and terminating WorkVell service.

Admin

WorkVell Backup and Business Continuity

WorkVell data backup and business continuity measures during system outages.

Admin

Customizing Dashboard Widgets

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

Admin

Using WorkVell Data Analytics API for BI Tool Integration

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

Employee

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.

Employee

Changing the Display Language in WorkVell

How to change the WorkVell UI display language.

Admin

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.

Admin

Setting Up Dark Mode

How to enable dark mode in WorkVell.

Admin

Viewing Operation Logs in WorkVell

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

Admin

Timezone Management for Global Companies

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

Admin

API Rate Limits

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

Admin

Types and Uses of WorkVell Data Exports

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

Admin

WorkVell and Electronic Record-Keeping Law Compliance

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

Admin

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.

Admin

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.

Admin

How to Use the WorkVell Free Trial

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

Admin

WorkVell Annual Operations Calendar

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

Admin

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.