Can't find what you need?
Org & Permissions
25 articles
Understanding Roles vs Job Titles vs Permission Levels
WorkVell uses three distinct concepts: system roles, job titles, and permission levels. Learn how they differ.
Organization & Access Control
WorkVell manages access through 4 permission levels: System Admin, HR Admin, Manager, and Employee.
Creating and Managing Departments and Teams
Structure your organization (HQ → division → department → team) in WorkVell.
Customizing and Assigning Permission Roles
Create custom roles with granular permissions and assign them to employees.
What is Position management? Basics & usage
How positions define rank, grade, pay range, and authority, and how to use the position list.
Setting Up Concurrent Positions
Assign employees to multiple departments or roles simultaneously with workload split.
Create a position (field-by-field guide)
Meaning and tips for each field on the new-position form: level, grade, job family, ISCO/FLSA, pay, approval authority, requirements.
Configuring Approvers
How to set who can approve each request type. Delegate approval is in preparation.
Configuring Positions & Job Titles
How to define company-specific job titles and link them to permissions, pay scales, and review templates.
Building a Skill Map and Assigning Skills to Employees
Create a structured skills taxonomy and track each employee's skills and proficiency levels.
Skill Map & Competency Management
Visualize employee skills to support development planning, hiring decisions, and role assignments.
Recording Employee Transfers and Managing Work History
Log department and role changes, and view full employment history (transfer log) for each employee.
Difference between roles and positions in WorkVell
Explains the difference between roles (permission levels) and positions (job titles) in WorkVell.
Understanding role permission levels
How role levels work in WorkVell and what values to assign.
Understanding position fields: grade, level, code, job family
Explanation of position management fields including grade, level, code, and job family.
New Employee Onboarding Checklist
All the HR tasks to complete in the first day and first week for a new hire, from social insurance enrollment to WorkVell account setup.
Viewing Org Chart and Requesting a Transfer
Browse the org chart to see teams and departments, and submit an internal transfer request.
Team Management: Creating Teams and Setting Permissions
How to create teams and set access permissions for team members in WorkVell.
Benefits Management: Registering and Distributing Benefits
How to register employee benefits and manage distribution in WorkVell.
Employee Badge Issuance and Return
Request a new employee badge or submit a return request when leaving the company.
Delegating Authority to Department Heads
How to delegate specific admin functions to department heads and team leaders.
Configuration Changes During Organizational Restructuring
Steps to update WorkVell configuration during departmental reorganization.
Department Merger and Dissolution
Procedures for merging or dissolving departments during organizational restructuring.
Headcount Planning and Quota Management
How to plan and manage department headcount quotas and actuals.
Creating and Distributing Transfer Orders
How to create and electronically distribute transfer order documents.