Creating an Operations Manual for WorkVell

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.

Creating and Configuring Roles

How to create custom roles and assign them to employees.

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.

How to create and assign custom roles

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

Checking Tenant License Count and User Limits

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

WorkVell Initial Setup Guide (Admin)

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

How to Create a Role and Set the Permission Level

A plain-language walkthrough of every field on the “Create Role” screen — whether to make it a tenant admin (permission level), data scope, allowed apps, feature permissions, and admin delegation. Admin status is set with a toggle; the 0–100 number is an advanced detail.