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Deep Dive: Candidate setup guide

Sheena TrepanierSheena Trepanier Expensify Success Coach - Admin Posts: 1,317 Expensify Team
edited December 2019 in Hidden posts or KB articles

Note: If you're a Policy Admin and you have not yet configured the Greenhouse integration, click the button below to get started!

Greenhouse Integration Guide

How do candidates start using Expensify? 

Expensify isn't just for employees. You can create a separate Expensify policy and invite candidates to easily track their out-of-pocket expenses. This guide shows what candidates will see after you invite them to Expensify.

Once an admin invites a candidate to their policy, they can simply follow the steps below to get started!

  • Candidate receives an Expensify invite email to the candidate policy:
  • Candidate clicks "Accept Invite", and is prompted to set an Expensify password:
  • Candidate is then prompted to download the Expensify mobile app:
  • Candidate opens the Expensify app and inputs their email address and password to login:
  • If you'd like to reimburse candidates directly through Expensify and you have already set up a Withdrawal Bank Account, the candidate will be prompted to add a Deposit Bank Account right after logging in:
  • Candidate selects their respective bank account:
  • For example, the candidate selects Wells Fargo and logs in accordingly:
  • Candidate saves the account and is routed to their Inbox:

Once the above steps are completed by the candidate, they are ready to submit their expenses by using SmartScan and submitting their report

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