WorkVellWorkVell
Setup & Onboarding·支援代碼SETUP-001 管理員/人事專用

WorkVell Initial Setup Guide (Admin)

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

[Recommended setup order]

Step 1: Company info

Admin Settings → Company

  • Name, address, phone, representative
  • Logo (used on pay slips)
  • Fiscal year start, timezone

Step 2: Organization structure

Create departments and teams (see #HR-039)

Step 3: Attendance rules

  • Work time patterns
  • Holiday calendar
  • Work arrangements (flex, variable, etc.)

Step 4: Payroll settings

  • Cutoff and payment dates
  • Social/employment insurance rates
  • Default income tax bracket

Step 5: Register employees

Step 6: Test run

  • Test clocking, requests, approvals
  • Run a payroll test

⚠ Available features may vary by tenant plan.

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