How-To & Getting Started

How to set your initial password from the invitation email and log in to WorkVell for the first time.

An overview of the dashboard shown after login and how to navigate to each feature.

How to change your name, contact info, password, display language, and notification preferences.

The dedicated mobile app is in development. Here is how to punch, submit requests, and receive alerts from your smartphone browser.

How to check notifications (approvals, published shifts, new messages) and adjust how you receive them.

How to search this support site for how-to answers, and how to contact support if you're still stuck.

How to search, browse, and contact support through the WorkVell Help Center.

The basics of recording your daily clock-in/out, plus what to do if you forget to punch.

How to submit an overtime (extra-hours) request before or after working late.

How to request paid or other leave and check your remaining balance.

How to claim expenses or transportation costs you paid and get reimbursed.

How to view your published shifts and submit shift preferences.

How to view your monthly payslip and withholding slip on screen and save them as PDF.

How to fix your attendance when you forgot to punch or entered the wrong time.

How to request business travel in advance and settle travel expenses afterward.

How to send a thanks card to a coworker or manager to show appreciation.

How to message coworkers one-on-one or in groups.

How to take an assigned training course and complete it.

How to find and reserve an available meeting room or piece of equipment.

How to request remote work / telework and register recurring work-from-home days.

How to book your health checkup, answer the stress check, and view your results.

How to enter your goals at the start of a cycle and submit them to your manager.

How to complete a self-assessment and review your finalized evaluation and feedback.

How to create and manage your tasks and track progress on the board (kanban).

How to record the time you spent on each project or task (effort/timesheet).

How to respond to a safety check sent by your company during a disaster or emergency.

How to read company announcements and mark them as read.

Admin steps to register new employees and let them log in via an invitation email.

Admin steps to register your department hierarchy and positions and assign employees.

How to set up who approves overtime, leave, expense, and other requests.

Admin steps to register branches (locations) and enable the punch methods used at each.

Admin steps to review, finalize, and hand off monthly attendance to payroll.

How to publish an announcement so important notices reliably reach the right people.

How to control which features and data each member can access via roles and permissions.

How to create and distribute an engagement or pulse survey to employees.

How to enable two-factor authentication and encourage or enforce it across the company to strengthen account security.

Admin steps to calculate pay from finalized attendance and issue payslips.

How to review workforce, turnover, and engagement data in the HR analytics dashboards.

Admin steps to set up a review period, targets, reviewers, and templates, then launch the cycle.

Steps for recruiters to create and publish a job posting and manage applicant selection.

How to check your subscribed add-ons and enable features so they appear in the menu.

How to handle sign-in problems, forgotten passwords, and passkey/SSO sign-in issues.

What to check when you can't clock in/out, the button is missing, or you get an error.

Things to check when notifications (approvals, messages, etc.) aren't reaching you.

Basic fixes for blank screens, pages that won't load, or sluggish performance.

What to do when your submitted request is stuck pending, returned, or rejected.