Compose Document

The following describes how to create approval documents.

1. On the Mobile Home's 'Service Menu', tap 'Approval'.
2. Tap 'Compose Document' from the menu.
3. When the Compose Document page appears, proceed with the following steps in order.
   • 1. Select Approval Document Form
   • 2. Create Content
   • 3. Set Approval Line
   • 4. Receipt Settings<//a>
   • 5. Sharing Settings<//a>
   • 6. Save and Report

1. Select Approval Document Form

Select an approval document form to create in the ‘Recently Used Forms’, ‘Favorite Forms’ or ‘All forms’ tab.

• General Document: a form to be used for work that needs the company's consent, or that needs to be shared (e.g., training request, office supply request, business related)
• Expenditure Report (when using Finance): a form to request a plan for future expenditure
• Expenditure Resolution Report (when using Finance): a form for the company to settle payment for its vendors
• Certificate Request: a form used to request various certificates issued by the company
• Absence Schedule (when using Attendance): a form used for processing all absence schedules such as annual leaves, family events, business trips, outside work, and work from home
• Absence Schedule Cancellation (when using Attendance): a form to cancel an approved document among those created with the Absence Schedule Form
• Work Result Request (when using Attendance): a form to obtain approval for the requests for changes in the clock-in/out record or for the overtime if you have worked extended hours on a workday or worked on a holiday
  • (Before documents are approved) When the document is saved, it is reflected in the work hour status, and if declined, the reflected content is cancelled.
• Work Plan Request (when using Attendance): a form to register work plans if you have a plan for doing overtime on a workday or working on a holiday or day off
  • If the work plan is not registered, then the overtime work result request for that date is unavailable.
• Work Result Request Cancellation (when using Attendance): a form to cancel an approved document among those created with the Work Result Request Form
• Annual Leave Usage Plan (when using Attendance): a form for employees subject to annual leave usage facilitation to submit their usage plans for remaining annual leaves, when the company is using the facilitation policy for use of annual leave
• Expense Plan Request (when using Finance): a form to request the plan for expenses to be spent
  • You can share the expenditure plan to attendees in advance.
• Expense Settlement Request (when using Finance): a form to request the settlement of business expenses spent
  • The expenses can be settled with a variety of evidences such as corporate credit cards, personal credit cards, cash. etc.
  • When integrated with credit card companies, you can settle it quickly with the approved corporate credit card history.
  • When an expense plan has been created, you can request the settlement based on the information on the approved plan document.
• Payroll Certificate Request (when using Payroll): a form used for requesting receipt for wage and salary income tax withholding, income tax withholding confirmation, and book of wage and salary income withheld
• Project Code Request: a form that requests a new project code or modification/deletion of an existing project code
• Vendor Request: a form that requests a new vendor or modification/deletion of existing vendor information
• Official Document Sending Request: used to request to send an official document with a form created to match the format of official document the company sends
• Official Document Receipt Request: used to request approval of an official document received by the company
• Leave Request (Part-timer) (when using Attendance): a form for part-time employees to request leaves
• Work Result Request (Part-timer) (when using Attendance): a form for part-time employees to obtain approval for their request for the change in the clock-in/out record and for extended work, holiday work, and overtime as work hours
  • When the document is saved, it is reflected in the work hour status, even before the approver gives consent. When they decline it, the reflected content is canceled.
• Work Plan Request (Part-timer) (when using Attendance): a form for part-time employees to register work plans if they have a plan of doing overtime on a workday or of working on a holiday or day off
  • You can't request work plans if your work arrangement is not configured.

2. Create Content

Create the content of the selected form.

3. Set Approval Line

Approval lines set by the admin are displayed automatically.

• If the approver is an employee, their name and original department are displayed.
• If the admin has set a department, job title, or job position as an approval line, then the creator must select one employee belonging to the relevant department/job title/job position. Select the approver and tap ‘OK’.
• If the approval line is set as Nth Reports To by the admin, then the creator must select one approver. Select the approver and tap ‘OK’.
• If the admin has set the integration with Approval for vendors or project codes as ‘Use’ and specified a representative admin, then the representative admin is automatically included in the approval line of the vendor request form and project code request form. (See Business Support Settings > Common Codes > Manage Common Code)
• If the admin has set the Approval Line Requirement Status of the form to be ‘Required’ and there is no Approval Line set by the admin, the document can be reported only after setting the approval line.
• If the admin has set the Allow Status of Approval Line Change to be ‘Allow’, you can change the Approval Line set by the admin. If the admin has set to ‘Not allow’, you can't delete but you can add.

Add Approval Line

The following describes how to add an approval line.

1. Tap ‘Approval Line’.
2. Tap 'Set'.
   • You can add it by loading from frequently used approval lines (set in ‘My Approval Line’) or add it manually.
   • You can add it by loading from frequently used approval lines (set in the My Approval Line menu) or add it manually. See ‘Load My Approval Line’.
   • To manually add an approver, tap ‘Add’ and sequentially proceed from Step 3.
3. Select the approval type.
   • For more information on approval type, see Approval Type.
4. Search and select an approver. They can be added as an employee or a department.
   • Employee: You can select by using auto complete by entering two or more characters for the employee's name.
     • The search auto complete results are displayed in the form of ‘Name (department/job title/job position/nickname).’ For employees with concurrent positions, all of their concurrent departments are displayed. (E.g., Gildong Hong/Operation team, Gildong Hong/HR team) Check and select the appropriate information.
     • Job title/job position is displayed if the company is using job title/job position and the employee has a job title/job position assigned to them.
     • Nickname is displayed if a nickname is entered in the employee's personnel information.
   • Department: You can select by using auto complete by entering two or more characters for the department's name.
     • The approval type can't be set to Automatic Consent (or Referenced Approval, Referenced, Notification). (See Approval Type)
     • When it's time to approve the document, the approval notification is sent to all employees in the department, and you can view the document to be approved in the ‘Approval > Pending’ or ‘Scheduled’ document box.
     • The approval can be made by anyone in that department at the time of approval. For more information, see Approve Document.
     • Any employee in the department can view the document before, during, or after approval.
   • Tap 'OK'.
   • Check the selected approver and tap ‘X’ form the pop-up window.
   • When using as a corporate group, you can select any employee or department in the group as the approver. You can add multiple approvers by repeating the steps.
   • If the admin has set an parallel approval (agreement) line, then you can add parallel approvers by tapping ‘Add Parallel’.
   • If the company has allowed the use of sequential approval, then ‘Sequential’ is displayed. You can add approvers to be processed sequentially within the parallel approval (agreement). (See the description of ‘Sequential Approval’ in ‘Approval Type’)
5. Change the approval order if necessary.
   • To change the approval order, tap and move to a desired location.
   • If the admin has set change of approval line to ‘Allow’ for the form, you can remove approvers set by the admin from the approval line. Tap to remove them.
6. Tap 'OK'.

Load My Approval Line

The following describes how to load and add a preset approval line.

1. Tap ‘Settings’ in the Approval Line area.
2. In the Set Approval Line pop-up window, select the approval line group to use in ‘Load My Approval Line Group’.
   • If there are no preset approval line groups in ‘Approval > My Approval Line’ or the approval line is invalid, ‘Load My Approval Line Group’ is not displayed.
   • Approvers of the selected approval line group are displayed.
   • Tap to exclude a specific approver of the approval line group from the approval line.
   • See ‘Add Approval Line’ to manually add an approval line.
   • Change the approval order if necessary.
3. Tap ‘Complete’.

Approval Type

The approval types include Consent, Automatic Consent, Agreement, Parallel Approval, and Parallel Agreement. The name of the approval types may differ according to the Approval admin's settings. (See Manage Name)

Methods that process documents in the order of the approval line

• • • Consent (General Approval, General Document): It's a type of approval for making decisions in general documents.

• Automatic Consent (Referenced Approval, Referenced, Notification): It's a type of approval for automatically processing the document.

• The automatic consent is identical to ‘Referenced Approval’ of a general approval services. It can be used when a user is on the approval line but does not provide consent (approvals).
• When approved through automatic consent, employees on the approval line does not need to provide their consent. A notification for the automatic consent is sent to the employee whose document has been approved through automatic consent.

• Agreement (Agreement Approval, Cooperation): An approval type that is processed the same as ‘Approval’, but the decisions regarding proceedings of the document are made by an external handler other than an internal approval line (Handling process is identical to ‘Consent’, but it is displayed as ‘Agreement’).

Methods where approvers on the same level approve the document at the same time

• Parallel Approval: It's an approval type where multiple regular approvals are made on the same stage at the same time. (E.g., if there is a meeting of 10 department heads and the result needs to be approved, then you can set each department head as a parallel approver to set up an approval line to their approvals all at once.)

• Parallel Agreement: It's the same type of processing as ‘Parallel Approval’, but the decision is made through external approvers outside of the internal approval line. (The process is identical to ‘Parallel Approval’, but displayed as ‘Parallel Agreement’.)

• Sequential Approval: It's an approval type where documents are approved by the order placed in the approval line within ‘Parallel Approval (Agreement)’.
  • If the admin sets Sequential Approval to Use (see the ‘Sequential Approval’ item in ‘Manage Approval > Settings’), then it can be added within Parallel Approval and Parallel Agreement.
  • The document approval is completed only when approvers from the entire parallel unit, including the approver for Parallel Approval (Agreement) and sequential approvers below, all agree.

4. Receipt Settings

If the admin has set form-specific Receipt Usage Status to ‘Use’, the recipient area is displayed. (See Receipt Settings)
The recipients set by the admin are automatically displayed.

• If the admin has set to ‘Not Allow to Change Recipient’, the recipient set by the admin can't change.

Add Recipient

If the admin has change of recipient set to ‘Allow’, you can add recipients when creating documents.

The following describes how to add a recipient.

1. Tap 'Recipient'.
   • You can add it by loading from the frequently used recipient group (set in ‘My Approval Line’) or add it manually.
   • You can load recipient groups only if change of recipient is allowed. See ‘Load My Recipient Group’.
   • To manually add a recipient, sequentially proceed from Step 2.
2. Tap 'Add' in the recipient page.
3. Select a recipient type. A recipient can be selected as an employee or a department.
4. Select a recipient from the search result.
   • Employee: Enter the employee name and tap to search.
   • Department: Enter the name of a department and tap to search.
     • If a recipient is set to a department, all members of the department may receive. If you mark the ‘Include Suborganizations’ option, then the members who belong to those suborganizations are also included in recipients.
   • Users set as the recipient can view documents in ‘Approval Home > Inbox’.
   • Tap to exclude the recipient you've added from the recipient.
   • If the admin has set Change of Recipient to ‘Allow’, you can remove a recipient set by the admin. Tap to exclude them.

Load My Recipient Group

The following describes how to load and add a frequently used recipient group.

1. Tap ‘Load My Recipient Group’ in the recipient area.
   • If there are no preset recipient groups in ‘Approval > My Approval Line’ or the recipient group is invalid, Load My Recipient Group is not displayed.
2. Select a recipient group to use.
   • All recipients in the selected recipient group are displayed.
   • See ‘Add Recipient’ to manually add recipients.
   • Tap to exclude a specific recipient from the recipients.

5. Sharing Settings

Check Sharing Settings of Admin

The sharing options set by the admin are automatically displayed.

• If the admin has set to ‘Not allow change of sharing targets’, the sharing options set by the admin can't be changed.

Change Sharing Settings

If the admin has set Change of sharing targets to ‘Allow’, you can change the sharing settings. For more information about document sharing settings, see Share Document.

6. Save and Report

To save what you have written and report it, tap ‘Report’.

• The created document is saved and reported to the approver.
• Tap ‘Save Temporarily’ to save the document in the ‘Saved Temporarily’ document box. The approver, sharing settings, and recipients are saved with the user information at the time of saving temporarily.

Content Creation Method By Form

Create General Form

1. Enter the title.
   • Title is a required field.
2. Enter the content according to the form.
   • A blank form is displayed if the Approval admin has set the form to ‘Not use’, or has not registered any forms.
3. If you have any files to attach, tap ‘Attach File’, and select the file you want to attach.
4. If there are documents related to the document you are creating, tap ‘Related Document’ and select the related document.

Create Expenditure Report

1. If you have two or more affiliated departments, then select the department.
   • If you belong to only one department, then the ‘Concurrent Position’ will not appear.
2. Enter the title.
3. Tap ‘Add Expenditure History’ and enter the details.

4. Tap ‘Add’.
   • The entries are displayed.
5. If you have additional items you need to request, then repeat Step 3.
6. Enter the reason for request.
7. If you have any files to attach, tap ‘Attach File’, and select the file you want to attach.
8. If there are documents related to the document you are creating, tap ‘Related Document’ and select the related document.

Create Expenditure Resolution Report

1. If you have two or more affiliated departments, then select the department.
   • If you belong to only one department, then the concurrent position item will not appear.
2. Enter the title.
3. Tap ‘Add Expenditure Records’ and enter the details.
   

   Item	Description
   Expenditure Report	It is displayed if expenditure report is set to Use When requesting an expenditure resolution by importing an expenditure report document created by the user, tap ‘Select Document’ to select the expenditure report
   Evidence Type	Select the evidence type Electronic tax invoice: Select between ‘Electronic/General’ Corporate credit card: If the credit card company integration is not used, then manually enter the credit card company name and the card number If the credit card company integration is being used and you have corporate credit cards in possession, then you can import the corporate credit card usage history by tapping ‘Select Integration History’. (However, if a specific usage history is being settled in the Expense service, then that credit card usage history can't be searched when requesting the expenditure resolution.) If the amount used with a corporate credit card exceeds the balance of the budget (when using Budget), then ‘Insufficient Balance’ is displayed Personal credit card: Manually enter the credit card company name and the card number
   Place of Use	When selecting corporate credit card or corporate credit card integration history as the evidence type, then the place of use is displayed automatically
   Approval Number	When selecting corporate credit card or corporate credit card integration history as the evidence type, then the approval number is displayed automatically
   Evidence Date	Enter the evidence date (expenditure usage date) When selecting corporate credit card or corporate credit card integration history as the evidence type, then the evidence date is displayed automatically It is displayed as Evidence Date (Acquisition Date) when ‘Asset acquisition’ is selected for the expenditure item.
   Budget	Select budget when using budgets If budget is designated to the expenditure resolution requestor or affiliated department of the requestor as the using department, tap ‘View All Budgets’ to view all available budget (It displays budget name, affiliated department, budget type, budget item, and usage period.) When requesting by importing an expenditure report document, it automatically displays the budget information entered when requesting the expenditure report (budget name, affiliated department, budget type, budget item, usage period, and balance)
   Expenditure Item	Select an expenditure item When requesting using an expenditure report document, it automatically displays expenditure items mapped to the budget Selecting a budget automatically displays the specified expenditure items for the selected budget, and displays the available budget balance If you're not using budgets, you can select from expenditure items set by the admin (If you can't see expenditure items, contact the Expenditure admin of your company.) Once you select an expenditure item, then it displays the available balance
   Project Code	It is displayed if the company has set to Use Project Code. Select the project code (If the desired code is not displayed in the project code list, then contact the company admin.) (See Manage Project Code)
   Type	Select an expenditure type (General expenditure/Asset acquisition) Asset acquisition: It is displayed when using the Accounting service When selecting ‘Asset acquisition,’ select between ‘New acquisition’ and ‘Capital acquisition’
   Fixed Asset	It is displayed when ‘Asset acquisition’ is selected for the expenditure type Select by entering the fixed asset code or name, or tap ‘Advanced Search’ and select from registered fixed assets (If you don't see the Fixed Asset item, then contact the Accounting admin of the company. If the admin has set Search Expenditure Resolution Report for fixed assets as Allow, then it only displays the list of fixed assets from the creator's affiliated department and its subdepartments.) Once you select a fixed asset, the asset number and asset name are displayed automatically
   Tax Code	It is displayed when ‘Asset acquisition’ is selected for the expenditure item. Select a tax code
   Vendor	Select the vendor to make the payment to If the vendor you're looking for is not displayed in the vendor list, then contact the Accounting admin of the company (See Manage Vendor) If the company has set to use Approval integration of vendors, then you can make a request using the vendor request form in ‘Approval Home > Compose Document’ to use it (See Create Vendor Request Form) If its status is Used after the completion of document approval, then it can be viewed from the list
   Account Number	Select the account number to deposit payment to It can't be selected if there is no account number registered in the vendor information
   Quantity	Enter the quantity
   Amount	Enter the supply price, VAT amount, and fees (displayed when ‘Asset acquisition’ is selected for the expenditure item) When selecting corporate credit card or corporate credit card integration history as the evidence type, then the supply price, VAT, and total amount are displayed automatically When requesting using an expenditure report, it automatically displays the amount (supply price + VAT amount) entered when requesting the expenditure report You can enter by editing the supply price and VAT amount. If the sum of the supply price and VAT amount exceeds the amount entered when requesting the expenditure report, it can't be reported for approval When the approval is completed for the expenditure resolution report, the amount entered is deducted from the available budget
   Evidence Data	Attach evidence files such as receipts You can attach multiple evidence data files
   Description	Enter details related to expenditure request If expenditure resolution report details are set to be required in the ‘Expenditure > Settings’ menu, then the details must be entered

4. If you have additional items you need to request, then repeat Step 3.
   • You can tap ‘Add Copied History’ to copy and add the selected details.
5. Enter the reason for request.
6. If there are documents related to the document you are creating, tap ‘Related Document’ and select the related document.

Create Certificate Request Form

1. Enter the title.
2. Select a certificate to be issued.
3. Enter the number of copies to be issued.
4. If there are additional items set by the admin to be entered, then enter the corresponding items.
5. Enter the reason for issuance.

Create Absence Schedule Form

1. Enter the title.
2. Select the absence item.
   • If you select ‘Biztrip’ for the absence item, then select the business trip destination.
   • If you select ‘Family event leave’ for the absence item, then select the family event type and relationship.
3. Select the absence dates from the calendar.
   • If you select ‘Annual leave’ as the absence item, then you can set it as follows, depending on the settings in Manage Absence Item.
     • All day unit: If you tap the annual leave usage dates, then they are entered as all day annual leaves.
     • Half Day unit: You can tap the annual leave usage dates, and select the absence in the units of All Day, Morning, and Afternoon.
     • When you select Morning, the start time is the general work start time based on the work arrangement setting and the end time is automatically filled out as the end of the first half a day. You can change the time if necessary. (E.g., if the work hours are from 9:00 AM to 6:00 PM, the start time is 9:00 AM and the end time is 1:00 PM.)
     • When you select Afternoon, the start time is the start of the last half a day based on the work arrangement setting and the end time is automatically filled out as the end of general work hours (for the selection system, the end of the daily standard work hours). You can change the time when necessary.
       (E.g., if the work hours are from 9:00 AM to 6:00 PM, the start time is 2:00 PM and the end time is 6:00 PM.)
     • 30 minute/1 hour/2 hours unit: When you tap the date to use for annual leave, a pop-up window appears where you can select the duration of absence from 30 minutes, 1 hour or 2 hours.
       • When requesting the absence schedule using the 30 minutes, 1 hour or 2 hours unit, you can enter the start/end time.
   • When you select ‘Biztrip’ for the absence item, tap the business trip start and end dates, or tap all dates between the business trip start and end dates.
   • If you select ‘Family event leave’ as the absence item, then you can configure it as follows according to the company's settings.
     • If the company has set it to ‘Split usage not allowed’ for family event leaves, then when you tap the start date, the predefined day(s) for the selected family event leave will be automatically applied.
     • If the company has ‘enabled split usage’ of family event leaves, then you can split it into 2 or 3 leaves. Select the date to use in the calendar.
     • For split use, you can request it by selecting non-consecutive dates from the absence schedule form, or request them multiple times on different absence schedule forms. For split use in the same absence schedule form, the end date is automatically selected for the last division of the split use according to the number of remaining days once you select the start date. If you select dates by exceeding the number of divisions set by the company, then the selected dates are reset.
     • If the company has set family event leaves to ‘Allow Usage of Days Less Than or Equal to the Number of Granted Days’, you select the number of days to request from the calendar to be less than the number of granted days. In this case, for split usage, the sum of days of split usage may be less than the granted number of holidays for the provided family event leave. Select the date to use in the calendar.
     • If the company has set family event leaves to ‘Not Allow Usage of Days Less Than or Equal to the Number of Granted Days’, when you tap the start date, the number of holidays for the family event leave is automatically specified.
     • If you select dates by exceeding the number of holidays set by the company, the selected dates are reset.
   • If you select ‘Family event leave’ as the absence item, the accounting processing job for the payment of family event benefit is conducted automatically. If the family event benefit is paid on a date whose month has been closed in Accounting (based on usage date), then the family event leave can't be requested. Contact the Accounting admin. (The accounting processing is integrated only when you're using the family event absence item provided.)
4. Enter the reason for request.
5. Select whether to register it on the calendar.
   • If the admin has set that calendar registration is ‘Not required’, the absence schedule requestor can select whether to register the absence on the calendar.
   • If the admin has set the calendar registration as ‘Required’, then you can register it on the default calendar or personal calendar. For personal calendars, tap ‘Authenticate Additional Calendar’ to authenticate login.
   • If there are one or more calendars available to be registered, you can select the calendar. To register in Google Calendar, you need to register individual Google Workspace IDs of employees in the 'My Information > Integration Information' tab.
   • The calendar displays the absence item name and the requestor information. (<example> Annual leave by Sawon Kim)
6. To delegate approvals during the absence period, select the Delegate Approval to be ‘Delegate’ and designate the delegator. When using as a corporate group, you can select any employee in the group as the delegator.
7. Enter the absence message. If the admin has set that entering an absence message is required, you must enter the absence message.
   • You can view the registered message in the Search Member result and ‘My Work > Manage Attendance > Absence Status’.
8. If you have any files to attach, tap ‘Attach File’, and select the file you want to attach.
9. If there are related documents to one you're creating, tap ‘Related Document’, and select documents.
   • If split-using family event leave, then attach the previously-used absence schedule documents as related documents.

Create Absence Schedule Cancellation Form

1. Enter the title.
2. Tap ‘Document to Cancel’, select the absence schedule document to cancel, and tap ‘OK’.
3. Enter the reason for request.
4. If you have any files to attach, tap ‘Attach File’, and select the file you want to attach.

Create Work Result Request Form

1. Enter the title.
2. Enter the base date for which you want to request work result.
   • You can't enter dates later than the date the document is being created on.
   • If a document from the same date, which has been requested using the work result request form, is in progress, then additional requests for that date can't be made.
     • When you enter the base date, the following information is displayed in ‘Reference Information’.
     • If the company is using work plans, then the numbers of approved work plan request documents as of the base date are displayed. When you tap a document number, its work plan request form is displayed.
     • If there are clock-in/out records on the base date, then the ‘Clock-in/out Record’ item is displayed.
     • If the base date includes an absence schedule added to work hours requested by the user, then the ‘Absence’ item is displayed. If you used a half-day or hourly absence schedule, the total absence time used and the start and end times (if entered) are displayed.
     • If the base date is a holiday according to the work arrangement of the user, then the ‘Compensation Holiday’ item is displayed.
     • The Work Hour area is displayed for employees whose work arrangement is ‘Select a Set Time to Clock-in/out’ upon selecting a base date.
       • If the admin has set it to ‘Allow selection of general work hours regardless of the clock-in time,’ you can select and request from displayed work hours, regardless of the selected work hours when clocking in/out. If it is set to ‘Do not allow selection of general work hours regardless of the clock-in time,’ then hours earlier than the clock-in time are displayed as inactive. When clocking in later than all hours, it is fixed to the latest hours.
       • When using the ‘Report Approval of Work Schedule’ method, the ‘Work Schedule’ of the day is automatically displayed and other hours can't be selected.
       • However, you can freely select work hours for a date for which the work schedule is not registered.
     • The remaining workdays and base work hours during the calculation period are displayed under ‘Daily Average Remaining Time’.
     • For employees whose work arrangement is ‘Clock-in/out at a Fixed Time’, one week is considered as the calculation period. The standard work hour for a week compared to the sum of the general, overtime, night, holiday general, holiday overtime, and holiday night up to the current point of the week is displayed under ‘Accumulated Time During Specified Period’.
     • For employees whose work arrangement is ‘Flexible Clock-in/out’, it is based on the ‘Calculation Period’ determined from Set Work Arrangement. The base work hour for the calculation period compared to the accumulated work hours up to the current point is displayed under ‘Accumulated Time During Specified Period’.
     • The displayed daily average remaining time and accumulated time during specified period include work hours that are currently being created.
     • When you request a work result for holiday work, a compensating holiday is automatically created and the number of days accrued and expiration date are displayed. The compensation holiday settings of the Attendance admin determine the number of compensation holidays accrued and their expiration date. (See Manage Absence Item)
3. Enter the clock-in and clock-out times.
4. Work location items are displayed when the company has set to use the work location. Select a work location of the base date from among work locations set by the company admin.
5. Add a break time if necessary.
   • The break time set by the company is entered by default, and additional breaks can be entered according to the employee's work arrangement settings.
6. If necessary, add outside work hours.
   • The input field for outside work hours is displayed according to the work arrangement settings.
   • Automatic breaks do not apply to the additionally entered outside work hours even though breaks are provided based on the work hours. Enter a time excluding break time or manually add a break time.
7. Enter the reason for request.
8. If you have any files to attach, tap ‘Attach File’, and select the file you want to attach.

Create Work Plan Request Form

1. Enter the title.
2. Enter the base date for which you want to request work plan.
   • You can only enter the date the document is being created on or later dates.
3. Tap ‘Add’, and enter the date and time for overtime work request.
   • You can select a date among the day before the base date, base date, and the day after the base date.
   • To enter multiple dates, tap ‘Add’ again.
4. Enter the reason for request.
5. If you have any files to attach, tap ‘Attach File’, and select the file you want to attach.

Create Work Result Request Cancellation Form

1. Enter the title.
2. Tap ‘Document to Cancel’, select the work result request document to cancel, and tap ‘OK’.
   • Only approved work result request forms will be displayed.
3. Enter the reason for request.
4. If you have any files to attach, tap ‘Attach File’, and select the file you want to attach.

Create Annual Leave Usage Plan Form

Annual Leave Usage Plan Form for Employees With Less Than a Year of Service:

  Annual Leave Usage Plan Form for Employees With a Year or More of Service:
   

1. Enter the title.
2. Check the remaining annual leaves.
3. If you're eligible for promotion of annual leaves for less than a year of service as well as annual leaves for a year or more of service, the annual leave usage plan areas for both less than a year and a year or more are displayed, and you can select the area to fill in.
   • If you're subject to either less than a year or a year or more, skip this step.
4. Tap ‘Add’, and add usage dates.
   • Select a date later than today.
   • You can't enter dates later than the annual leave end date.
   • Add until the remaining annual leaves become 0.
   • According to the annual leave usage unit set by the admin, you can also add annual leave plans in units of half-day or hours. If the annual leave usage unit is set as ‘All day’, then you can't use it by splitting them in units of half-day or hours.

Create Expense Plan Request Form

1. If there are two or more affiliated departments, then select the concurrent departments.
   • If you belong to only one department, then the ‘Concurrent Position’ will not appear.
2. Enter the title.
3. If you have two or more affiliated departments, then select the affiliated department that is appropriate for the content of the expense plan.
4. Sets the settlement request available period for the expense settlement.
   • It is the period for which you can view and create an expense plan document in Expense Settlement Form.
   • If the Expense admin has set a settlement request available schedule, the creator can't edit it and can only view it.
5. Tap ‘Add Expense Item’ and enter the details.
   

   Item	Description
   Amount	Enter the amount to use Enter it in the standard currency set by the company
   Usage Month	Select the expense usage month You can't select a future usage month beyond the settlement request available schedule
   Expense Item	Select the expense item If a budget has been allocated to the selected affiliated department, then the available budget as of the estimated settlement date for the selected expense item is displayed The available budget is displayed as the difference between the allocated budget amount at the time and executed amount at the time, according to the carryover status
   Project Code	It is displayed if the company has set to use project codes. Select the project code (If the desired code is not displayed in the project code list, then contact the company admin.) (See Manage Project Code)
   Budget	Select budget when using budgets If the selected affiliated department, expense item, and project code (optional) match, it displays designated budget to the expense settlement requestor as the using department If budget is allocated to the expense requestor or affiliated department of the requestor as the using department, tap ‘View All Budgets’ to view all available budget (budget name, affiliated department, budget type, budget item, and usage period). Select the budget to display the budget balance next to the expense item When creating an expense plan, budget selections are for reference only and are not actually deducted from the budget. The budget amount is deducted upon expense settlement.
   Outsider/Attendee	Select outsiders and add attendees Whether outsiders and attendees can be added to the expense item depends on the Expense admin’s settings (See Manage Expense Item Code) People subject to the Anti Graft Law can be selected if the employees of public institutions, media, public/private school, and their spouses are included in the settlement in accordance with the Improper Solicitation and Graft Act To add an employee, tap and then search the employee or department name to select (Adding a department will add all members of that department as attendees) If using as a corporate group, then every member of the corporate group can be added as attendees To add an outsider, tap and enter their organization and name. Then, tap 'Add' To delete an attendee that was added, tap

6. Tap ‘Add’.
7. If you have additional items you need to request, then repeat Steps 5 and 6.
   • It displays the grand total for the added expense plan request history, as well as the grand total by expense item.
8. Enter the reason for the expense plan.
9. If there are documents related to the document you are creating, tap ‘Related Document’ and select the related document.

Create Expense Settlement Request Form

Fill out the expense settlement request form, depending on whether an expense plan is used and a corporate credit card is integrated.

• If You’re Using Expense Plans and Have Integrated Corporate Credit Cards
• If You're Using Expense Plans and Don't Have Integrated Corporate Credit Cards
• If You’re Not Using Expense Plans and Have Integrated Corporate Credit Cards
• If You're Not Using Expense Plans and Don't Have Integrated Corporate Credit Cards

If You’re Using Expense Plans and Have Integrated Corporate Credit Cards

1. If there are two or more affiliated departments, then select the departments under the ‘Concurrent Position’ item.
   • If you belong to only one department, then the ‘Concurrent Position’ will not appear.
2. Enter the title.
3. Select the affiliated department.
   • The affiliated department or employee name of the requestor is selected and displayed by default according to the basing settings for the affiliated department set by the Expense admin. (See Set Expense)
     • If the affiliated department setting is set to ‘Department’: The primary department is displayed by default, and for concurrent positions, you can select the applicable affiliated department for the expense settlement content.
     • If the affiliated department setting is set to ‘Employee’: The employee name is displayed by default if there's any budget allocated for the individual at the time of the settlement request. If there's no allocated budget, then the primary department is displayed.
4. Tap ‘Add Integrated Settlement History’.
   • ‘Add Integrated Settlement History’ is displayed if unsettled items exist in corporate credit cards you have or corporate credit cards whose settlement has been delegated to you from the card owner.
5. From the corporate card history selection page, select the card and settlement history to settle, and tap ‘OK’.
   • If you are using as a corporate group, then the corporate credit cards for which you are registered as card holder by the corresponding company are displayed on the selected expense settlement form.
   • The history with expired settlement period can't be searched. For more details on settlement period, contact the Expense admin. (See Set Expense)
   • The approved history that have been excluded from settlement or delegated can't be searched.
   • Settled history can't be searched.
6. Check settlement history and edit it, if necessary.
   

   Item	Description
   Evidence Type	Depending on the payment method, the types such as Corporate (public), Corporate (personal), Corporate (debit), Personal card, and Cash are displayed automatically
   Approval Amount/Settlement Amount	If the Expense admin has set ‘Settlement amount not editable’, then the credit card approval amount is entered automatically as the settlement amount, and the settlement request amount can't be edited If the Expense admin has set ‘Settlement amount editable’, then the credit card approval amount is displayed as ‘Approval Amount’, and you can enter the settlement request amount manually
   Attach Receipt	Tap to attach a receipt Receipt for verification is automatically generated if you do not attach a receipt file (Automatically generated receipts are not legally binding.) The approver can check the details of the corporate credit card receipts in the approval process In addition to image files, .pdf, .excel, .word, and .ppt format files can be attached
   Expense Usage Plan	Tap ‘View Document’, select the expense plan form pertaining to the settlement, and then tap ‘OK’ If there are unsettled items in the period of requested expense plans, then ‘View Document’ is activated To import an expense plan document, you need to satisfy all of the following conditions: matching affiliated department, valid estimated schedule of the expense plan request form, and yourself as the creator or attendee
   Expense Item	When you import the expense plan document, the expense items of the document are displayed automatically and can be edited if needed
   Project Code	If the project code has been set to use, then the project code of the document is displayed automatically once you import the expense plan document (See Manage Common Code)
   Budget	Display the item when using budget.Apply ‘Required’ selection status by based on the admin's budget requirements for each expense item (See Expense > Settings) If set to ‘Required’, select Budget as Required If set to ‘Required if budget is allocated' If a budget is allocated to the expense requestor or their affiliated department as the using department, select Budget as Required Tap ‘View All Budgets’ to view all available budget (Display budget name, affiliated department, budget type, budget item, and usage period) If the selected affiliated department, expense item, and project code (optional) match, it displays the budget to the expense settlement requestor specified as the using department If set to 'Not required', selecting a Budget is not required
   Outsider	When you import the expense plan document, the outsiders of the document are displayed automatically and can be edited if needed
   Attendee	When you import the expense plan document, the attendees of the document are displayed automatically and can be edited if needed
   Details	When you import the expense plan document, the details for the document are displayed automatically and can be edited if needed

7. To read the information of the receipt and add its details, tap ‘Add OCR History’, and select the receipt to settle.
   • This feature is available only when the company has set to use the AI OCR feature.
   • Once you upload the receipt, the data of the receipt is automatically entered in each field. Check the details and edit it if necessary.

   

   Item	Description
   Evidence Type	Depending on the payment method, the types such as Corporate (public), Corporate (personal), Corporate (debit), Personal card, and Cash are displayed automatically
   Amount	The total amount on the receipt is automatically displayed
   Usage Date/Place of Use	It automatically displays the expense usage date and place of use for the receipt
   Receipt File Name	It displays the file name of the attached receipt. Image format receipts displays image of the receipt when tapped
   Expense Usage Plan	Tap ‘View Document’, select the expense plan form pertaining to the settlement, and then tap ‘OK’ If there are unsettled items in the period of requested expense plans, then ‘View Document’ is activated To import an expense plan document, you need to satisfy all of the following conditions: matching affiliated department, valid estimated schedule of the expense plan request form, and yourself as the creator or attendee When you import the expense plan document, the attendees of the document are displayed automatically and can be edited if needed
   Expense Item	When you import the expense plan document, the expense items of the document are displayed automatically and can be edited if needed
   Project Code	If the project code has been set to use, then the project code of the document is displayed automatically once you import the expense plan document (See Manage Common Code)
   Budget	Display the item when using budget.Apply ‘Required’ selection status by based on the admin's budget requirements for each expense item (See Expense > Settings) If set to ‘Required’, select Budget as Required If set to ‘Required if budget is allocated' If a budget is allocated to the expense requestor or their affiliated department as the using department, select Budget as Required Tap ‘View All Budgets’ to view all available budget (Display budget name, affiliated department, budget type, budget item, and usage period) If the selected affiliated department, expense item, and project code (optional) match, it displays the budget to the expense settlement requestor specified as the using department If set to 'Not required', selecting a Budget is not required
   Outsider	When you import the expense plan document, the outsiders of the document are displayed automatically and can be edited if needed
   Attendee	When you import the expense plan document, the attendees of the document are displayed automatically and can be edited if needed
   Details	The item names on the receipt are displayed automatically When you import the expense plan document, the details for the document are displayed automatically and can be edited if needed

8. To add the usage history for cash or credit cards other than integrated corporate credit cards, tap ‘Add Settlement History’, and then fill out the items.
   

   Item	Description
   Evidence Type	You can select from Corporate (public), Corporate (personal), Corporate (debit), Personal card, and Cash (If you don't have personal corporate credit card, then the ‘Corporate (personal)’ item is not displayed.) The display order of the evidence type selection values follows the admin settings.
   Amount	Enter the same amount as that on the receipt in the standard currency set by the company In the case of foreign currency, select the currency type and enter the amount used in local currency, standard currency, and standard amount respectively You can upload receipts by tapping ‘Attach Receipt’.Receipt attachment is required or optional based on the admin's settings for each expense item (See Expense > Settings) In addition to image files, .pdf, .excel, .word, and .ppt format files can be attached
   Usage Date/Place of Use	Enter the expense usage date and place of use
   Expense Usage Plan	Tap ‘View Document’, select the expense plan document applicable for the settlement content, and then tap ‘OK’ If there are unsettled items in the period of requested expense plans, then ‘View Document’ is activated To import an expense plan document, you need to satisfy all of the following conditions: matching affiliated department, valid estimated schedule of the expense plan request form, and yourself as the creator or attendee When you import the expense plan document, the attendees of the document are displayed automatically and can be edited if needed
   Expense Item	When you import the expense plan document, the expense items of the document are displayed automatically and can be edited if needed
   Project Code	If the project code has been set to use, then the project code of the document is displayed automatically once you import the expense plan document (See Manage Common Code)
   Budget	Display the item when using budget.Apply ‘Required’ selection status by based on the admin's budget requirements for each expense item (See Expense > Settings) If set to ‘Required’, select Budget as Required If set to ‘Required if budget is allocated' If a budget is allocated to the expense requestor or their affiliated department as the using department, select Budget as Required Tap ‘View All Budgets’ to view all available budget (Display budget name, affiliated department, budget type, budget item, and usage period) If the selected affiliated department, expense item, and project code (optional) match, it displays the budget to the expense settlement requestor specified as the using department If set to 'Not required', selecting a Budget is not required
   Outsider	When you import the expense plan document, the outsiders of the document are displayed automatically and can be edited if needed
   Attendee	When you import the expense plan document, the attendees of the document are displayed automatically and can be edited if needed
   Details	When you import the expense plan document, the details for the document are displayed automatically and can be edited if needed

9. If you have additional history you need to settle, then repeat Steps 4 to 6, 7, or 8 according to the type.
   • It displays the grand total for the added expense plan request history, as well as the grand total by expense item.
10. Enter the reason for the expense settlement.
11. If there are documents related to the document you are creating, tap ‘Related Document’ and select the related document.

If You're Using Expense Plans and Don't Have Integrated Corporate Credit Cards

1. If you have two or more affiliated departments, then select the department.
   • If you belong to only one department, then the concurrent position item will not appear.
2. Enter the title.
3. Select the affiliated department.
   • The affiliated department or employee name of the requestor is selected and displayed by default according to the basing settings for the affiliated department set in ‘Expense > Settings’ by the Expense admin.
     • If the affiliated department setting is set to ‘Department’: The primary department is displayed by default, and for concurrent positions, you can select the applicable affiliated department for the expense settlement content.
     • If the affiliated department setting is set to ‘Employee’: The employee name is displayed by default if there's any budget allocated for the individual at the time of the settlement request. If there's no allocated budget, then the primary department is displayed.
4. To read the information of the receipt and add its details, tap ‘Add OCR History’, and select the receipt to settle.
   • This feature is available only when the company has set to use the AI OCR feature.
   • Once you upload the receipt, the data of the receipt is automatically entered in each field. Check the details and edit it if necessary.

   

   Item	Description
   Evidence Type	Depending on the payment method, the types such as Corporate (public), Corporate (personal), Corporate (debit), Personal card, and Cash are displayed automatically
   Amount	The total amount on the receipt is automatically displayed
   Usage Date/Place of Use	It automatically displays the expense usage date and place of use for the receipt
   Receipt File Name	It displays the file name of the attached receipt. Image format receipts displays image of the receipt when tapped
   Expense Usage Plan	Tap ‘View Document’, select the expense plan document applicable for the settlement content, and then tap ‘OK’ If there are unsettled items in the period of requested expense plans, then ‘View Document’ is activated To import an expense plan document, you need to satisfy all of the following conditions: matching affiliated department, valid estimated schedule of the expense plan request form, and yourself as the creator or attendee When you import the expense plan document, the attendees of the document are displayed automatically and can be edited if needed
   Expense Item	When you import the expense plan document, the expense items of the document are displayed automatically and can be edited if needed
   Project Code	If the project code has been set to use, then the project code of the document is displayed automatically once you import the expense plan document (See Manage Common Code)
   Budget	Display the item when using budget.Apply ‘Required’ selection status by based on the admin's budget requirements for each expense item (See Expense > Settings) If set to ‘Required’, select Budget as Required If set to ‘Required if budget is allocated' If a budget is allocated to the expense requestor or their affiliated department as the using department, select Budget as Required Tap ‘View All Budgets’ to view all available budget (Display budget name, affiliated department, budget type, budget item, and usage period) If the selected affiliated department, expense item, and project code (optional) match, it displays the budget to the expense settlement requestor specified as the using department If set to 'Not required', selecting a Budget is not required
   Outsider	When you import the expense plan document, the outsiders of the document are displayed automatically and can be edited if needed
   Attendee	When you import the expense plan document, the attendees of the document are displayed automatically and can be edited if needed
   Details	The item names on the receipt are displayed automatically When you import the expense plan document, the details for the document are displayed automatically and can be edited if needed

5. Tap ‘Add Settlement History’ and enter the details.
   

   Item	Description
   Evidence Type	You can select from Corporate (public), Corporate (personal), Corporate (debit), Personal card, and Cash (If you don't have personal corporate credit card, then the Corporate (personal) item is not displayed.) The display order of the evidence type selection values follows the admin settings.
   Settlement Amount	Enter the same amount as that on the receipt in the standard currency set by the company In the case of foreign currency, select the currency type and enter the amount used in local currency, standard currency, and standard amount respectively You can upload receipts by tapping ‘Attach Receipt’.Receipt attachment is required or optional based on the admin's settings for each expense item (See Expense > Settings) In addition to image files, .pdf, .excel, .word, and .ppt format files can be attached
   Usage Date/Place of Use	Enter the expense usage date and place of use
   Expense Usage Plan	Tap ‘View Document’, select the expense plan document applicable for the settlement content, and then tap ‘OK’ If there are unsettled items in the period of requested expense plans, then ‘View Document’ is activated To import an expense plan document, you need to satisfy all of the following conditions: matching affiliated department, valid estimated schedule of the expense plan request form, and yourself as the creator or attendee When you import the expense plan document, the attendees of the document are displayed automatically and can be edited if needed
   Expense Item	When you import the expense plan document, the expense items of the document are displayed automatically and can be edited if needed
   Project Code	If the project code has been set to use, then the project code of the document is displayed automatically once you import the expense plan document (See Manage Common Code)
   Budget	Display the item when using budget.Apply ‘Required’ selection status by based on the admin's budget requirements for each expense item (See Expense > Settings) If set to ‘Required’, select Budget as Required If set to ‘Required if budget is allocated' If a budget is allocated to the expense requestor or their affiliated department as the using department, select Budget as Required Tap ‘View All Budgets’ to view all available budget (Display budget name, affiliated department, budget type, budget item, and usage period) If the selected affiliated department, expense item, and project code (optional) match, it displays the budget to the expense settlement requestor specified as the using department If set to 'Not required', selecting a Budget is not required
   Outsider	When you import the expense plan document, the outsiders of the document are displayed automatically and can be edited if needed
   Attendee	When you import the expense plan document, the attendees of the document are displayed automatically and can be edited if needed
   Details	When you import the expense plan document, the details for the document are displayed automatically and can be edited if needed

6. If you have additional history you need to settle, then repeat Step 4 or 5 according to the type.
   • It displays the grand total for the added expense plan request history, as well as the grand total by expense item.
7. Enter the reason for the expense settlement.
8. If there are documents related to the document you are creating, tap ‘Related Document’ and select the related document.

If You’re Not Using Expense Plans and Have Integrated Corporate Credit Cards

1. If you have two or more affiliated departments, then select the department.
   • If you belong to only one department, then the concurrent position item will not appear.
2. Enter the title.
3. Select the affiliated department.
   • The affiliated department or employee name of the requestor is selected and displayed by default according to the basing settings for the affiliated department set in the ‘Expense > Settings’ menu by the Expense admin.
     • If the affiliated department setting is set to ‘Department’: The primary department is displayed by default, and for concurrent positions, you can select the applicable affiliated department for the expense settlement content.
     • If the affiliated department setting is set to ‘Employee’: The employee name is displayed by default if there's any budget allocated for the individual at the time of the settlement request. If there's no allocated budget, then the primary department is displayed.
4. Tap ‘Add Integrated Settlement History’.
   • ‘Add Integrated Settlement History’ is displayed if unsettled items exist in corporate credit cards you have or corporate credit cards whose settlement has been delegated to you from the card owner.
5. From the pop-up window, select the card and settlement history to settle, and tap ‘OK’.
   • If you are using as a corporate group, then the corporate credit cards for which you are registered as card holder by the corresponding company are displayed on the selected expense settlement form.
   • The history with expired settlement period can't be searched. For more details on settlement period, contact the Expense admin. (See Set Expense)
   • The approved history that have been excluded from settlement or delegated can't be searched.
   • Settled history can't be searched.
6. Check settlement history and edit it, if necessary.
   

   Item	Description
   Evidence Type	Depending on the payment method, the types such as Corporate (public), Corporate (personal), Corporate (debit), Personal card, and Cash are displayed automatically
   Approval Amount/Settlement Amount	If the Expense admin has set Settlement amount not editable, then the credit card approval amount is entered automatically as the settlement amount, and the settlement request amount can't be edited If the Expense admin has set Settlement amount editable, then the credit card approval amount is displayed as Approval Amount, and you can enter the settlement request amount manually
   Attach Receipt	Receipt for verification is automatically generated if you do not attach a receipt file (Automatically generated receipts are not legally binding.) The approver can check the details of the corporate credit card receipts in the approval process In addition to image files, .pdf, .excel, .word, and .ppt format files can be attached
   Expense Item	Outsider and Attendee fields are displayed according to the expense item Whether you can add outsiders and attendees according to the expense item depends on the Expense admin's settings (See Manage Expense Item Code)
   Project Code	It is displayed if the company has set to use project codes. Select the project code (See Manage Common Code)
   Budget	Display the item when using budget.Apply ‘Required’ selection status by based on the admin's budget requirements for each expense item (See Expense > Settings) If set to ‘Required’, select Budget as Required If set to ‘Required if budget is allocated' If a budget is allocated to the expense requestor or their affiliated department as the using department, select Budget as Required Tap ‘View All Budgets’ to view all available budget (Display budget name, affiliated department, budget type, budget item, and usage period) If the selected affiliated department, expense item, and project code (optional) match, it displays the budget to the expense settlement requestor specified as the using department If set to 'Not required', selecting a Budget is not required
   Outsider	People subject to the Anti Graft Law can be selected if the employees of public institutions, media, public/private school, and their spouses are included in the settlement in accordance with the Improper Solicitation and Graft Act
   Attendee	You can register internal employees and outsiders separately The creator themselves is set as an attendee by default To add employees, tap , search by the name of employee or department, and then select their name If you add a department, then all members of that department are added as attendees To add an outsider, tap and enter their organization and name. Then, tap 'Add' To delete an attendee that was added, tap
   Details	The item names on the receipt are displayed automatically

7. To read the information of the receipt and add its details, tap ‘Add OCR History’, and select the receipt to settle.
   • This feature is available only when the company has set to use the AI OCR feature.
   • Once you upload the receipt, the data of the receipt is automatically entered in each field. Check the details and edit it if necessary.
     

   Item	Description
   Evidence Type	Depending on the payment method, the types such as Corporate (public), Corporate (personal), Corporate (debit), Personal card, and Cash are displayed automatically
   Amount	The total amount on the receipt is automatically displayed
   Usage Date/Place of Use	It automatically displays the expense usage date and place of use for the receipt
   Receipt File Name	It displays the file name of the attached receipt. Image format receipts displays image of the receipt when tapped
   Expense Item	Outsider and Attendee fields are displayed according to the expense item Whether you can add outsiders and attendees according to the expense item depends on the Expense admin's settings (See Manage Expense Item Code)
   Project Code	It is displayed if the company has set to use project codes. Select the project code (See Manage Common Code)
   Budget	Display the item when using budget.Apply ‘Required’ selection status by based on the admin's budget requirements for each expense item (See Expense > Settings) If set to ‘Required’, select Budget as Required If set to ‘Required if budget is allocated' If a budget is allocated to the expense requestor or their affiliated department as the using department, select Budget as Required Tap ‘View All Budgets’ to view all available budget (Display budget name, affiliated department, budget type, budget item, and usage period) If the selected affiliated department, expense item, and project code (optional) match, it displays the budget to the expense settlement requestor specified as the using department If set to 'Not required', selecting a Budget is not required
   Outsider	People subject to the Anti Graft Law can be selected if the employees of public institutions, media, public/private school, and their spouses are included in the settlement in accordance with the Improper Solicitation and Graft Act
   Attendee	You can register internal employees and outsiders separately The creator themselves is set as an attendee by default To add employees, tap , search by the name of employee or department, and then select their name If you add a department, then all members of that department are added as attendees To add outsiders, tap , enter their affiliation and name, and then tap ‘Add’ To delete an attendee that was added, tap
   Details	The item names on the receipt are displayed automatically

8. To add another credit card or cash usage history other than the integrated corporate credit card, tap ‘Add Manual Settlement History’ and fill out the subsections.
   

   Item	Description
   Evidence Type	You can select from Corporate (public), Corporate (personal), Corporate (debit), Personal card, and Cash (If you don't have personal corporate credit card, then the ‘Corporate (personal)’ item is not displayed.) The display order of the evidence type selection values follows the admin settings.
   Settlement Amount	Enter the same amount as that on the receipt in the standard currency set by the company In the case of foreign currency, select the currency type and enter the amount used in local currency, standard currency, and standard amount respectively You can upload receipts by tapping ‘Attach Receipt’.Receipt attachment is required or optional based on the admin's settings for each expense item (See Expense > Settings) In addition to image files, .pdf, .excel, .word, and .ppt format files can be attached
   Usage Date/Place of Use	Enter the expense usage date and place of use
   Expense Usage Plan	Tap ‘View Document’, select the expense plan document applicable for the settlement content, and then tap ‘OK’ If there are unsettled items in the period of requested expense plans, then ‘View Document’ is activated To import an expense plan document, you need to satisfy all of the following conditions: matching affiliated department, valid estimated schedule of the expense plan request form, and yourself as the creator or attendee When you import the expense plan document, the attendees of the document are displayed automatically and can be edited if needed
   Expense Item	Outsider and Attendee fields are displayed according to the expense item Whether you can add outsiders and attendees according to the expense item depends on the Expense admin's settings (See Manage Expense Item Code)
   Project Code	It is displayed if the company has set to use project codes. Select the project code (See Manage Common Code)
   Budget	Display the item when using budget.Apply ‘Required’ selection status by based on the admin's budget requirements for each expense item (See Expense > Settings) If set to ‘Required’, select Budget as Required If set to ‘Required if budget is allocated' If a budget is allocated to the expense requestor or their affiliated department as the using department, select Budget as Required Tap ‘View All Budgets’ to view all available budget (Display budget name, affiliated department, budget type, budget item, and usage period) If the selected affiliated department, expense item, and project code (optional) match, it displays the budget to the expense settlement requestor specified as the using department If set to 'Not required', selecting a Budget is not required
   Outsider	People subject to the Anti Graft Law can be selected if the employees of public institutions, media, public/private school, and their spouses are included in the settlement in accordance with the Improper Solicitation and Graft Act
   Attendee	You can register internal employees and outsiders separately The creator themselves is set as an attendee by default To add employees, tap , search by the name of employee or department, and then select their name If you add a department, then all members of that department are added as attendees To add an outsider, tap and enter their organization and name. Then, tap 'Add' To delete an attendee that was added, tap
   Details	The item names on the receipt are displayed automatically

9. If you have additional history you need to settle, then repeat Steps 4 to 6, 7, or 8 according to the type.
   • It displays the grand total for the added expense plan request history, as well as the grand total by expense item.
10. Enter the reason for the expense settlement.
11. If there are related documents to one you're creating, tap ‘Related Document’, and select documents.

If You're Not Using Expense Plans and Don't Have Integrated Corporate Credit Cards

1. If you have two or more affiliated departments, then select the department.
   • If you belong to only one department, then the concurrent position item will not appear.
2. Enter the title.
3. Select the affiliated department.
   • The affiliated department or employee name of the requestor is selected and displayed by default according to the basing settings for the affiliated department set in ‘Expense > Settings’ by the Expense admin.
     • If the affiliated department setting is set to ‘Department’: The primary department is displayed by default, and for concurrent positions, you can select the applicable affiliated department for the expense settlement content.
     • If the affiliated department setting is set to ‘Employee’: The employee name is displayed by default if there's any budget allocated for the individual at the time of the settlement request. If there's no allocated budget, then the primary department is displayed.
4. To read the information of the receipt and add its details, tap ‘Add OCR History’, and select the receipt to settle.
   • This feature is available only when the company has set to use the AI OCR feature.
   • Once you upload the receipt, the data of the receipt is automatically entered in each field. Check the details and edit it if necessary.

   

   Item	Description
   Evidence Type	Depending on the payment method, the types such as Corporate (public), Corporate (personal), Corporate (debit), Personal card, and Cash are displayed automatically
   Amount	The total amount on the receipt is automatically displayed
   Usage Date/Place of Use	It automatically displays the expense usage date and place of use for the receipt
   Receipt File Name	It displays the file name of the attached receipt. Image format receipts displays image of the receipt when tapped
   Expense Item	Outsider and Attendee fields are displayed according to the expense item Whether you can add outsiders and attendees according to the expense item depends on the Expense admin's settings (See Manage Expense Item Code)
   Project Code	It is displayed if the company has set to use project codes. Select the project code (See Manage Common Code)
   Budget	Display the item when using budget.Apply ‘Required’ selection status by based on the admin's budget requirements for each expense item (See Expense > Settings) If set to ‘Required’, select Budget as Required If set to ‘Required if budget is allocated' If a budget is allocated to the expense requestor or their affiliated department as the using department, select Budget as Required Tap ‘View All Budgets’ to view all available budget (Display budget name, affiliated department, budget type, budget item, and usage period) If the selected affiliated department, expense item, and project code (optional) match, it displays the budget to the expense settlement requestor specified as the using department If set to 'Not required', selecting a Budget is not required
   Outsider	People subject to the Anti Graft Law can be selected if the employees of public institutions, media, public/private school, and their spouses are included in the settlement in accordance with the Improper Solicitation and Graft Act
   Attendee	You can register internal employees and outsiders separately The creator themselves is set as an attendee by default To add employees, tap , search by the name of employee or department, and then select their name If you add a department, then all members of that department are added as attendees To add an outsider, tap and enter their organization and name. Then, tap 'Add' To delete an attendee that was added, tap
   Details	The item names on the receipt are displayed automatically

5. Tap ‘Add Settlement History’ and enter the details.
   

6. If you have additional history you need to settle, then repeat Step 4 or 5 according to the type.
   • It displays the grand total for the added expense plan request history, as well as the grand total by expense item.
7. Enter the reason for the expense settlement.
8. If there are related documents to one you're creating, tap ‘Related Document’, and select documents.

Create Payroll Certificate Request Form

If the company uses Payroll service, then the payroll certificate request form is provided.

1. If you have two or more affiliated departments, then select the department.
   • If you belong to only one department, then the ‘Concurrent Position’ will not appear.
2. Enter the title.
3. Select a payroll certificate to be issued from Certificate Item. Fill out the information displayed according to the certificate to be issued by referring to the following table.
   

   Certificate Item	Description
   Receipt for Wage and Salary Income Tax Withholding	Select imputed year: Select it based on the previous year It can be issued only if the year-end tax settlement history can be searched The issuance of previous year's receipt for wage and salary income tax withholding can be done after the payment statement submission due date (March 10) (E.g., Year-end tax settlement for 2021 is issued after March 10, 2022.) Select whether to display personal information Select the language of issuance Enter the purpose of issuance
   Certificate of Income Tax Withheld	Select the payroll month It can be issued only if there is payroll that is searched during the selected payroll month period Enter the purpose of use Enter the place of submission Enter the creation date Select whether to display personal information Select the language of issuance Enter the purpose of issuance
   Book of Wage and Salary Income Withheld	Book of wage and salary income withheld is a form issued for the period during which the issuance of labor income withholding tax receipts is unavailable. It is issued as the wage and salary income receipt once year-end tax settlement is completed Select the payroll month It can be issued only if there is payroll that is searched during the selected payroll month period The book of wage and salary income withheld can only be requested in Korean Enter the purpose of issuance

4. Enter the number of copies to be issued.

Create Project Code Request Form

Project Code Request is a form provided when project codes are set to be integrated with Approval. (See Business Support Settings > Common Code > Manage Common Code)

Project codes are required for the company's projects. You can request new project codes, or request modification or deletion of the existing project code information. Once the document approval is completed, it is reflected on the project code list, and you can use codes in the ‘Used’ status.

1. If you have two or more affiliated departments, then select the department.
   • If you belong to only one department, then the ‘Concurrent Position’ will not appear.
2. Enter the title.
3. Select the request type, and enter the information.
   • New: Request new project codes.
   • Modification: Request modification of existing project code information.
   • Deletion: Request deletion of existing project codes.

New Request

You can request new project codes.

1. Select ‘New’ from the type.
2. Enter the project name.
3. Enter the project code name.
4. The code status can be selected between ‘Used’ and ‘Not used’. If ‘Not used’ is selected, then it is only saved and not displayed when entering or viewing project codes.
   • For the code status that can be selected by type, see the following ‘Project Code Status Available for Selection by Request Type’ table.
5. Enter the start and end dates for the project.
6. Search and select the manager. When selecting the manager, their department is displayed automatically.
7. The currency of the project amount can be entered by selecting one of the currencies registered in Business Support Settings > Manage Common Code.
8. Enter the details.
9. To attach files, tap ‘Attach File’ to upload files.

Request Modification

You can request modification of the existing project code information.

1. Select ‘Modification’ from the type.
2. Tap View Project Code to search for the code you want to edit and select it.
   • The selected project code information is displayed automatically.
3. Edit the information by referring to ‘Editable Item Table by Code Status to be Edited’.

Request Deletion

You can request deletion of project codes in the Not used status.

1. Select ‘Deletion’ from the type.
2. Tap ‘View Project Code’ to search for the code you want to delete and select it.
   • The selected project code information is displayed automatically.
3. Check the information of the project code you want to delete.
   • When requesting deletion, select the code status as ‘Deleted’.
   • Once it's approved, the project code is permanently deleted and can't be restored.

Create Vendor Request Form

It is a form provided when vendor requests are set to be integrated with Approval. (See ‘Business Support Settings > Common Codes > Manage Common Code’)

You can request new vendors, or request modification or deletion of the existing vendor information. Once the document approval is completed, it is reflected on the vendor list, and you can use vendors in the ‘Used’ status.

1. If you have two or more affiliated departments, then select the department.
   • If you belong to only one department, then the concurrent position item will not appear.
2. Enter the title.
3. Select the request type, and enter the information.
   • New: Request new vendors.
   • Modification: Request modification of existing vendor information.
   • Deletion: Request deletion of existing vendors.

New Request

You can request new vendors.

1. Select ‘New’ from the request type.
2. Enter the vendor name.
3. Select the usage status. You can select between ‘Used’ and ‘Not used’. If ‘Not used’ is selected, then it is only saved and not displayed when entering or viewing vendors.
4. Select the vendor type.
5. Enter the vendor information.
   • Enter the business registration number, and then tap ‘Check for Duplicates’ to check if it is duplicated. If it's identified to be a duplicated, then a notification for creation of modification request is displayed. If you agree, then the request type is switched into ‘Modification’.
6. Tap ‘Attach File’ and attach evidence documents.
7. Enter the information of the manager.
8. Enter the account information.
9. If you have any related documents, attach them.

Request Modification

You can request modification of the existing vendor information.

1. Select ‘Modification’ from the type.
2. Search for the vendor you want to edit from Vendor Name and select it.
   • The selected vendor information is displayed automatically.
3. Edit items available for modification.
   • You can't edit the usage status, vendor type, representative, or business registration number.
4. Enter the reason for modification.

Request Deletion

You can delete vendors with no usage history.

1. Select ‘Deletion’ from the request type.
2. Search for the vendor you want to delete from Vendor Name and select it.
   • The selected vendor information is displayed automatically.
3. Check the information of the vendor you want to delete.
   • Once it's approved, the vendor is permanently deleted and can't be restored.
   • You can't delete vendors that have usage history in related services.
4. If you have any related documents, attach them.

Create Official Document Sending Request Form

When the company has set Official Document Receipt and Sending to ‘Use’, you can request sending of official documents. The official document sending request forms can be created in advance by the official document admin. (See Manage Approval > Official Document > Manage Official Document)

Users can request to send official documents by filling out the official document sending request form in the ‘In use’ status. The official document sending requestor or approver can view the official document requested to be sent from Approval Home > Official Document Box after the document approval is completed. To print the official document requested to be sent, do so from the PC page.

1. If there are two or more affiliated departments, then select the concurrent departments.
   • If you belong to only one department, then the concurrent position item will not appear.
2. Enter the official document sending title.
   • If you don't enter a title, it will be automatically displayed in the form of ‘Template name_official document title.’
3. Select the name of the official document to send.
   • You can only select official documents set to ‘Use’ by the admin.
4. Official letter items are displayed if they're set to be displayed by the admin. Enter the content if needed.
   

   Official Letter Item	Description
   Sender/Sender Address/Phone Number	If the admin has selected a company name or business place as the sender, that information is automatically displayed in the Sender/Sender Address/Phone Number fields If there are multiple business places, then selecting from the list of business places displays the information for that business place If the relevant company or business place information is not entered in ‘Business Support Settings > Company Information > Manage Company Information and Manage Business Place’, then the information may not be displayed. Request after entering relevant information If the admin has set Sender to ‘Enter Manually’, enter the sender information manually
   Manager	The creator name is automatically displayed and can be edited
   Implementation Date	The creation date of the sending request form is displayed automatically and can be edited
   Recipient/Receipt Details	Enter the recipient information
   Reference/Reference Details	Enter the reference information

5. Enter an official document title. If there are official document titles set by the admin, then they are automatically displayed. If it is set to be not editable by users, the requestor can't edit the title.
6. Enter the official document content. If the admin has set a text format, fill it out according to the format.
7. Attach the evidence data if needed.
8. If you have any related documents, attach them.

Create Official Document Receipt Request Form

It is a form provided by default when using official document receipt and sending. Users fill out the official document receipt request form to save the received official document in the official document box through approval. The official document receipt requestor or approver can view and print the official document requested to be received from Approval Home > Official Document Box after the document approval is completed.

1. If there are two or more affiliated departments, then select the concurrent departments.
   • If you belong to only one department, then the concurrent position item will not appear.
2. Enter the official document receipt request title.
3. Enter the name of the official document to receive.
4. Enter the official letter items.
   • Storing Department: If necessary, you can select the storage department for the received official document.
   • Official Document Number: If necessary, you can enter the official document number.
   • Implementation Date: If necessary, it will automatically be marked as the creation date of the official document receipt request form, and it can be edited.
   • If necessary, you can enter the sender and sender details.
5. Enter an official document title.
6. Enter the remarks if needed.
7. Attach the evidence data if needed.
8. Select the related document if necessary.

Create Part-time Employee Form

If the company has set to use part-time employees, then leave request, work result request, and work plan request forms are provided to part-time employees.

Since they are forms for part-time employees, the form names are displayed with ’(Part-timer).’

Create Leave Request (Part-timer) Form

1. Enter the title.
2. Select the unit and date of leave you want to request.
   • The unit of leaves can be selected according to Attendance admin’s settings in Leave Standard for Part-timers.
     • All day unit: You can only request all-day leaves.
     • Half day unit: You can request by selecting from All day/Morning/Afternoon.
     • 2 hour unit: You can request leaves by units of 2 hours.
     • 1 hour unit: You can request leaves by units of 1 hour.
     • 30 minute unit: You can request leaves in units of 30 minutes.
3. Enter the reason for leave.
4. If you have any files to attach, tap ‘Attach File’, and select the file you want to attach.

Create Work Result Request (Part-timer) Form

1. Enter the title.
2. Enter the base date for which you want to request work result.
   • You can't enter dates later than the date when the document is being created.
   • If a document from the same date, which has been requested using the work result request form, is in progress, then additional requests for that date can't be made.
   • When you enter the base date, the following information is displayed in ‘Reference Information’.
     • If the company is using work plans, then the numbers of approved work plan request documents as of the base date are displayed. When you tap a document number, its work plan request form is displayed.
     • If there are clock-in/out records on the base date, then the ‘Clock-in/out Record’ item is displayed.
     • If the base date includes an absence schedule added to work hours requested by the user, then the ‘Absence’ item is displayed.
     • If the base date is a holiday according to the work arrangement of the user, then the ‘Compensation Holiday’ item is displayed.
     • The Work Hour area is displayed for employees whose work arrangement is ‘Select a Set Time to Clock-in/out’ upon selecting a base date. When clocking in, the selected work hours are selected by default, and other time ranges can't be selected.
       • ‘Select on Day of Work’ method: If the admin has set it to ‘Allow selection of general work hours regardless of the clock-in time,’ you can select and request from displayed work hours regardless of the selected work hours when clocking in/out. If it is set to ‘Do not allow selection of general work hours regardless of the clock-in time,’ then hours earlier than the clock-in time are displayed as inactive. When clocking in later than all hours, it is fixed to the latest hours.
       • ‘Report Approval of Work Schedule’ method: The work hours selected when requesting work schedule are automatically selected and displayed, and other hours can't be selected.
       • However, you can freely select work hours for a date for which the work schedule is not registered.
     • The remaining workdays and base work hours during the calculation period are displayed under Daily Average Remaining Time.
     • For employees whose work arrangement is ‘Clock-in/out at a Fixed Time’, one week is considered as the calculation period. The standard work hour for a week compared to the sum of the general, overtime, night, holiday general, holiday overtime, and holiday night up to the current point of the week is displayed under ‘Accumulated Time During Specified Period’.
     • For employees whose work arrangement is ‘Flexible Clock-in/out’, it is based on the ‘Calculation Period’ determined from Set Work Arrangement. The base work hour for the calculation period compared to the accumulated work hours up to the current point is displayed under ‘Accumulated Time During Specified Period’.
     • The displayed daily average remaining time and accumulated time during specified period include work hours that are currently being created.
   • When you request a work result for holiday work, a compensating holiday is automatically created and the number of days accrued and expiration date are displayed. The compensation holiday settings of the Attendance admin determine the number of compensation holidays accrued and their expiration date. (See Manage Absence Item)
3. Enter the clock-in and clock-out date and time.
4. ‘Work Location’ is displayed when the company has set to use the work location. Select a work location of the base date from among work locations set by the company admin.
5. Enter the reason for request.
6. If you have any files to attach, tap ‘Attach File’, and select the file you want to attach.

Work Plan Request (Part-timer)

1. Enter the title.
2. Enter the base date for which you want to request work plan.
   • You can only enter the date the document is being created on or later dates.
3. Tap ‘Add’, and enter the date and time for overtime work request.
   • You can select a date among the day before the base date, base date, and the day after the base date.
   • Tap ‘Add’ again to register multiple sections.
4. Enter the reason for request.
5. If you have any files to attach, tap ‘Attach File’, and select the file you want to attach.

Create by Copying Document

You can use completed or declined documents to create documents quickly.

The following describes how to create a document by copying.

1. Tap 'Approval > Completed'.
2. Tap the title of the document you want to copy and create.
3. Tap ‘Create by Copying’.
   • The document edit page is displayed with major items of the selected document filled with the existing content.
4. Apply the edited content, and tap ‘Report’.
   • The document is saved, and the approval request is sent.

Cancel Document

To cancel a document you created, see how to cancel a document in different approval situations.

• Before the first approval of the approval line approves on the document: Open the document and tap ‘Retrieve’ to cancel the document.

• While approval is in progress: Check the approver who approved in the document details page or ‘Ongoing’ menu. Request approval cancellation to that approver.
• When approval has been completed: If you can't find the document in the ‘Ongoing’ menu, then this means that the document has been completed. Proceed as instructed as follows.
  • For the Absence Schedule document, ‘Compose Document > Absence Schedule Cancellation’ form needs to be created to proceed with cancellation.
  • For the Work Result Request document, ‘Compose Document > Cancel Work Result Request’ form needs to be created to proceed with cancellation.
  • For other forms, cancellation request is not available. In this case, contact the Approval admin to ask for the document to be hidden or deleted.