Welcome to Everlance! We’re happy to have you!
This guide should help get you up and running with Everlance on a FAVR program. Follow the steps below to set up your Everlance Account. If you have any questions relating to the Everlance app, please reach out to the Everlance Support Team. If you have any questions regarding your FAVR policy, please contact your program administrator or your Customer Success Agent.
Driver responsibilities under a FAVR program
Your driver’s license, insurance declarations page, and odometer reading will be collected through a secure portal (please contact your program administrator or email@example.com for guidance to access the secure portal). To maintain compliance, requirements include:
- Proof of valid driver's license
- Proof of valid auto insurance (policy declaration page)
- Minimum auto insurance coverage requirements
- Annual Odometer reading
- Mileage (and expenses, if applicable) needs to be in the app, classified and, if your company is using the Reports feature, an accurate and correct Report needs to be submitted within the first 3 days of the following month, or on a time period set by your company’s policy.
*Your company may specify additional program eligibility and policy requirements.
A FAVR vehicle reimbursement program tailors employee mileage reimbursements based on your geographic location and the personal vehicle you might drive to perform business tasks. Learn more about this program here.
Setting up your Account
Learn your way around the Everlance app by watching our quick tutorial video. Before getting to the nitty-gritty details of the app, you’ll want to accept the invite to join your team and download the app.
Highlights of this video include:
- Everlance iOS app navigation
- Instructions on adding your legal name and verifying your email address for direct deposits
- Verifying that you only have your team’s preset Purposes selected and that your Work Status is set to "Employee"
Tracking & Features
This tutorial will walk you through properly setting up your account for accurate mileage tracking, setting up optional features to make classification that much easier, and instructions on how to contact the Everlance team if you have any trouble or questions. Once your "Tracker Checklist" is all green, you’ll want to open the app at least once a week to maintain tracking accuracy.
Full written tutorials for mileage tracking and the optional features can be accessed below:
Classification & Manual Entry
This tutorial will show you how to classify or reclassify your trips, how to batch classify if you need to classify multiple trips, how to manually enter whole trips, and how to manually track with GPS. For trips to be visible to your team, they must be classified under your team’s pre-set Purpose. Personal, Unclassified, and Other mileage is not visible to your team.
As noted in the tutorial, users who opt to manually track with GPS should begin and end every trip so that the company can access locations visited throughout the day. Most teams prefer to keep manually entered, non-GPS tracked trips to a minimum, so we recommend adding a note to those trips.
Full written tutorials for classifying and manually entering mileage can be accessed below:
- Batch Classification
- Manually adding a Trip
- Manually tracking with GPS
- Different mileage tracking methods
Submitting a Report
While teams can access Work-classified information through Data Exports, some teams have an approval need. "Reports" support this need as users will verify their trips before submitting them to their team for approval. "Reports" include an activity log where users and their managers can comment and view Report updates. Reports are locked against any edits once they are approved, but users can adjust their Reports until it has been "Approved" by unsubmitting the report, making the edits, then submitting for approval. If changes need to be made after the Report is Approved, the Manager can reject the Report for the user to resubmit.
Full written tutorials on Reports can be accessed below:
- How to submit a Report to your manager
- How to view your Report status or add a comment
- Quick Start Guide
Setting up direct deposit & understanding your FAVR Driver Summary Report
This tutorial will show you how to set up a direct deposit and provides a sample FAVR Driver Summary Report, which will be sent to you after reimbursements are released each month.
A full written tutorial on setting up direct deposit can be found below:
We love hearing from you! Support can be reached between at firstname.lastname@example.org or by phone at (872) 814-6308. Our office hours are 9am-5pm Monday - Friday and 9am-1pm EST on weekends.
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