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EXPENSE MANAGEMENT SOFTWARE

 Activ8 enables you to keep track of all work-related expenses and monitor employee leave across your retail business.
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Built for Retailers, Suppliers and Retail Service Providers. Activ8’s expense management function includes the following features and functionalities:

  • Submit and approve expense claims
  • Submit and accept leave requests
  • Monitor company wide leave with live calendar
  • Credit or debit leave on Ad-hoc basis
  • Track team leave balances
  • Manage work-related travel expenses
SUBMIT AND APPROVE EXPENSE CLAIMS

Approve any expense claims submitted to you by anyone in your team.

If you or a team member has purchased anything for your company, submit an expense claim by clicking through to the Expenses section under the HR tab in the left-hand column in Activ8.

Fields to fill in for any claim include expense type, date of purchase, customer, description, and value or expense amount. You’d also need to add proof of purchase and select the person who must authorise the purchase.

As a line manager, you can then either approve or decline the claim through the Expense Approval tab.

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2. Leave Application
SUBMIT AND ACCEPT LEAVE REQUESTS

Accept leave requests submitted to you by anyone in your team.

When applying for any leave, you must fill out various fields such as leave type, the to and from dates for the leave, and add any notes about the leave. Activ8 automatically calculates the number of work days and non-work days and considers your leave balance.

As a line manager, you can then either accept or reject the leave application. You can also use this feature to submit sick or unexpected leave already taken.

MONITOR COMPANY WIDE LEAVE WITH LIVE CALENDAR

Monitor and keep track of who is off work at any give time with the live leave calendar.

Explore the leave calendar, filtering your search by employee, department, region, leave type, and month. There is also colour-coded legend depicting the various leave types.

Clicking into any leave segment on the calendar of any person enables you to get a snapshot of the leave taken. The additional information includes name, the To and From date for the leave, work days taken as well as any half days if applicable. It also considers non-work days if the leave falls over a weekend.

3.1 Leave Calendar Filter
4. Leave Maintenance
CREDIT OR DEBIT LEAVE ON AD-HOC BASIS

Credit or debit leave to anyone in your business.

If you want to award additional leave to a team member on an ad-hoc basis, use this feature. In the case of debiting leave, it’s for when someone takes leave but doesn’t submit a leave application.

Fields to be filled in for either instance include employee name, leave type, debit or credit, and a from and to date. As with regular leave application, you also need to add a note and attach any necessary files.

Activ8 does the rest, calculating the number of work and non-work days while also considering leave balance.

TRACK INDIVIDUAL AND TEAM LEAVE BALANCES

Allow your team members to track and manage their leave balances.

Found in the Leave section under the HR tab, each person in your company can view their leave balance. Information includes past, pending and future leave transactions as well as a summary detailing how many leave they’ve taken and have left.

Activ8 accumulates leave for each person automatically according to their agreed annual leave.

Also linked to the time management function of Activ8, anyone can see who is on leave and whether it’s a full day or half day leave on dashboard.

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6. Fuel and Consumption
MANAGE WORK-RELATED TRAVEL EXPENSES

Manage and approve any work-related travel expenses.

If your team travels regularly, they can submit a travel expense claim. When filling in a new expense claim, any team member must include the date of travel, the person authorised to approve the expense as well as the approval document. 

You can save money by approving claims for travel when it occurred. That’s thanks to Activ8’s Android and iOS mobile apps, which enables user tracking through phone GPS.  

Activ8 also calculates any additional kilometres travelled over and above the standard daily travel of team members and pays out the difference.

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ALL ACTIV8 FEATURES

Explore the rest of Activ8's powerful features

 

 ACTIV8 OVERVIEW
Drive a team culture of transparency, accountability and service excellence.
 
PLANOGRAM COMPLIANCE
Automatically send new and updated planograms to stores for implementation.
 
TASK MANAGEMENT
Schedule and automate your teams call cycles.
 
Keep track of everything that goes on in your retail business, no matter the size or the scope of the work.
 
 TIME AND ATTENDANCE
Monitor team punctuality and track staff locations throughout the day. 
 
KEY PERFORMANCE INDICATORS 
Measure team and individual performances across multiple KPIs critical to your business. 
 
EXPENSE MANAGEMENT 
Document all work-related expenses and track employee leave.
 
PROJECT MANAGEMENT
Organise, plan and control any work projects while also managing associated risks.