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Workclave for companies and teams
A recommended setup for companies: departments and HODs, holidays, shifts, leave, daily time tracking, approvals and monthly payroll.
Set up your company
- Keep the business type Company / other.
- Add holidays in Settings → Holidays.
- Add shifts in Settings → Shifts if you track late arrivals.
- Add leave types in Settings → Leave Types, such as Casual Leave, Sick Leave and Earned Leave.
- Create departments on Team → Departments, such as Sales, Operations and Accounts.
- Invite employees with their work emails.
- Assign each person to a department and promote HODs.
- Set each person's Reporting Manager.
- Create projects if you want to see where time goes.
- For payroll in India, create salary structures and add each person's salary.
The daily flow
- Employees click Start session when they begin work and Stop session when they finish.
- Workclave adds the automatic lunch break to long sessions.
- Reviewers approve sessions from Approvals or the dashboard.
- Employees apply for leave on Leaves.
Who does what
| Person | Daily | Monthly |
|---|---|---|
| Employee | Start and stop sessions | Check payslip, apply for leave |
| HOD or manager | Review routed sessions and leave, watch the dashboard | Check reports for their people |
| HR or admin | Approve remaining items | Export the register, run payroll, email payslips |
Month end
- Approve all sessions and leave for the month.
- On the last day, export the attendance register from Reports.
- After the month ends, go to Payroll → Process payroll and calculate.
- Review, adjust, and ask a second admin to approve.
- Download the bank file, pay, email payslips and click Mark as paid.
Related articles
Set up your workspace
Walk through the six setup steps after sign-up, then finish the recommended setup tasks for your workspace.
Departments and HODs
Create departments, place each person in one department and choose a Head of Department (HOD).
Run payroll
Calculate a month's payroll from attendance, review and adjust payslips, approve the run, pay through your bank and mark it paid.
Attendance register
Read the monthly attendance register, understand each code and export it as CSV or PDF.