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Set up Worqrs for the first time

The recommended order for configuring a new Worqrs workspace.

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Set up foundational records before inviting employees. This keeps approvals, reporting, and self-service from starting with missing data.

  1. Open Company Setup and create locations, departments, positions, and pay types.
  2. Create roles and confirm which users should be admins or managers.
  3. Create PTO policies before employees begin requesting time off.
  4. Add or import employees, then assign managers, locations, departments, positions, and policies.
  5. Invite employees after their records are complete.