Setup & Onboarding

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

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

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

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

View your current license usage and learn how to handle situations when you're running low.

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

An admin guide to who approves leave, overtime, expense, and travel requests, and where they do it.

Centrally configure which events trigger email notifications and who receives them.

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

Collect electronic signatures on employment contracts, consent forms, and notices to eliminate paper-based processes.

Find and update company name, address, fiscal year, timezone, currency, and other foundational WorkVell settings.

How to create and configure branch locations in WorkVell.

How to configure attendance rules and shifts differently for each branch or office.

Overview of tenant groups for managing multiple companies or subsidiaries in WorkVell.

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

How to sync holiday calendars, org templates, and evaluation templates to all child tenants.

How requests get approved in WorkVell, and what can be configured today.

How to set up your company organization tree in WorkVell.

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

Delegate (backup) approver setup is still in preparation. Here is how to keep requests moving when an approver is unavailable.

How to back up and export data from your WorkVell tenant.

How to create custom roles and assign them to employees.

How admins manage company-wide notification settings.

How to set up the WorkVell punch kiosk in a browser on a shared iPad.

How to update the department master and reflect organizational changes.

How to configure SPF and DKIM to prevent WorkVell emails from being marked as spam.

How to restrict WorkVell access to specific IP addresses or ranges.

How to set up automated onboarding processes triggered by new employee hire dates.

Automated offboarding process triggered by an employee's departure date.

WorkVell pricing tiers, per-user billing, and how to estimate your cost.

How to manage multiple company accounts (tenants) for corporate groups.

How to import historical payroll data into WorkVell for analysis and annual reporting.

Step-by-step initial setup checklist for new WorkVell deployments.

Key configuration points for companies with multiple offices or work locations.

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

Overview of legally required documents that WorkVell can automatically generate.

Step-by-step guide for bulk-importing employees, departments, and schedules via CSV, with solutions for common errors.

How approvals work in WorkVell and what is available today. Multi-step approval, delegation, and escalation are still in preparation.

WorkVell sends automatic email notifications for approvals, reminders, and alerts. This guide explains how to customize the content, language, and triggers of these emails.

For organizations using WorkVell with multiple tenants (companies or subsidiaries), this guide explains how to manage group-level settings, holiday calendars, and inter-tenant user access.