A step-by-step checklist for HR to set up a new employee in WorkVell: from creating the employee profile to granting system access and setting up their first payroll.
This guide provides HR with a complete onboarding checklist for setting up new hires in WorkVell — covering all the steps from account creation to first payroll.
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Performance Review Flow
WorkVell's performance review follows 4 steps: goal-setting → mid-term check-in → final evaluation → feedback session.
Organization & Access Control
WorkVell manages access through 4 permission levels: System Admin, HR Admin, Manager, and Employee.
Automated Onboarding & Offboarding
Set a hire or termination date and WorkVell automatically activates or deactivates the account.
Employment Insurance: Acquisition and Loss of Eligibility Procedures
When an employee joins or leaves, employment insurance eligibility must be reported to Hello Work (public employment security office). This guide explains the process in WorkVell.
Annual Santei Kiso (Standard Monthly Remuneration Revision)
Every year, companies must report April-June salary data to determine new standard monthly remuneration. This guide explains the process.
Automated Onboarding & Offboarding
Set a hire or termination date and WorkVell automatically activates or deactivates the account.
Updating Employee Information
How employees and admins update personal information, and how to audit the change history.
Onboarding Task Management
Automatically assign onboarding task lists to new hires to ensure no step is missed.
Managing Certifications & Licenses
How to register employee certifications and licenses, track expiry dates, and set renewal alerts.
New Employee Orientation Checklist
Checklist of items to complete during new employee orientation on day one.
Onboarding: New Employee Setup and Task Management
How to set up and manage the onboarding process for new employees in WorkVell.
Offboarding Checklist for HR
Complete checklist of HR tasks when an employee resigns.
Onboarding Task Management
Automatically assign onboarding task lists to new hires to ensure no step is missed.
Managing the Offboarding Checklist
Track all exit tasks across HR, IT, and admin teams using an automated offboarding checklist.
Setting Up and Managing an Employee Stock Ownership Plan
How to establish and manage an Employee Stock Ownership Plan (ESOP) and link it to WorkVell payroll.
