Setup & Onboarding·支援代碼SETUP-023 管理員／人事專用

Creating and Configuring Roles

How to create custom roles and assign them to employees.

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Creating Permission Roles and Assigning Them to Users

Create custom roles with specific module access and assign them to user groups beyond the standard Admin/Employee options.

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WorkVell Initial Setup Guide (Admin)

Step-by-step admin guide for setting up WorkVell from scratch to go-live.

Bulk Employee Registration via CSV Import

Import employee records in bulk using a CSV template to speed up initial setup.

Setting Up Holiday Calendars

Import Japanese public holidays and add company-specific holidays to the attendance calendar.

Uploading Company Logo

Upload your company logo so it appears on pay slips, evaluation sheets, and other documents.

How to create and assign custom roles

Step-by-step guide to creating custom roles and assigning them to employees.

Adding Custom Fields to Employee Profiles

How to add custom fields to employee profiles for company-specific data.

Creating an Operations Manual for WorkVell

How to create and share WorkVell user manuals for employees and admins.

Setting Up a Custom Domain for Your Tenant

Configure WorkVell to be accessible through your own company domain instead of the default URL.

Creating Custom Reports

How to create custom reports for metrics not in the standard dashboard.

Configuring Custom Leave Types

How admins add and configure custom leave types such as bereavement leave or special paid days.