The credit usage overview page is an essential feature for HR admins to track and manage their organization's credits within WorkFlex. this guide explains how to access and utilize this page effectively.
Accessing the credit overview page
Follow these steps to access your credit usage information:
Navigate to company settings: log in to your WorkFlex HR-admin account and go to the Company settings section.
Click on credit overview: locate and click the Credit overview button within the company settings menu.
View credit usage information: you will be directed to a page displaying detailed credit usage data.
Understanding your credit usage information
The credit overview page provides comprehensive insights into your organization’s credit usage. The following information is available:
Total allocated credit: the total amount of credit assigned to your organization.
Credit usage: the amount of credit that has been utilized.
Available balance: the balance of unused credit.
Detailed usage breakdown: specific details on how credits have been utilized, including:
Business travels
Workations within the EU, UK, or Switzerland.
Workations outside the EU, UK, or Switzerland.
Domestic trips: usage for trips within the payroll country.
Other services: credits applied to services such as visa processing and other miscellaneous categories.
Benefits of the credit overview page
Transparency: gain clear insights into how your credits are allocated and used.
Efficiency: monitor credit usage trends to optimize resource allocation.
Control: stay informed about remaining credits to plan future activities effectively.
For more detailed info about the trips, you can refer to our reports article.