Setting Up Dark Mode

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.

Remote Work Requests: Recurring Mode & Workers' Compensation

Weekly recurring mode submits the same weekdays each week. Work address matters for workers' compensation claims.

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.

Setting Up Expense Claim Approval Workflows

How to configure expense claim approval workflows with amount-based conditions.

Not Working in IE or Edge Compatibility Mode

Fix for WorkVell not working correctly in IE or Edge compatibility mode.

Set up & enable the pre-shift health check (admins)

Admin guide to enabling the pre-shift health check (a HACCP prerequisite program) and configuring the temperature threshold and gate mode, from Admin ＞ HACCP ＞ Hygiene Settings.

Check and Enable Add-ons (Features)

How to check your subscribed add-ons and enable features so they appear in the menu.