Configuration for company administrators
By Anna and 2 others3 authors16 articles
- Add and edit employeesUse the Employee Directory to add and edit employees in TravelBank
- Importing users through .csvThe fastest way to add or modify your users in bulk
- Learn about TravelBank/NextView user roles and permissionsLearn about the different user roles in the Employee Directory, and how they affect travel and expense policies
- Learn about delegatesLearn about the delegate role
- Assign (add) delegate to host manuallyLearn how to manually assign delegates to take action on others’ behalf
- Import delegates using a .csvSave time by importing delegate assignments in bulk
- Create and manage departmentsOrganize your company by creating and managing departments
- Review and manage your organization's travel policiesLearn about your default travel policy and how to create and manage your own policies
- Manage your organization's expense policiesLearn about your organization's default expense policy and how to create custom expense policies
- Expense policy: Approval rulesUse approval rules to give special routing to spend, category, or both
Frequently asked questions
Frequently asked questions about advanced configurations for company administrators
- When I deleted a delegate and host pair and uploaded the .csv, why wasn’t the delegate user deleted?
- My delegate import confirmation email indicated there were errors with my .csv file upload. What do I do now?
- How long does it take to import a .csv file of delegates?
- How will I know when the upload is complete for the delegate bulk import .csv file?
- Can I delete my .csv once I'm done?
- What are my options for keeping my employee directory up to date? (HRIS Sync)