WorkVellWorkVell
Setup & Onboarding·Support CodeSETUP-001 For Admins & HR Staff

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.

workvellinitialsetupguideadminstep-by-step

Was this article helpful?

More in this category

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.

Checking Tenant License Count and User Limits

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

People also viewed

Initial Setup Checklist for WorkVell

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

Requests and Approvals: Admin Guide

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

Setting Up a Custom Domain for Your Tenant

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

Setting up branches (offices/locations)

How to create and configure branch locations in WorkVell.

Setting Up Holiday Calendars

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

CSV Bulk Import Guide: Common Errors and Solutions

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

Back to Support Home