Shuruaat kaise karein
Apna workspace set up kijiye
Sign-up ke baad ke chhe setup steps poore kijiye, phir apne workspace ke recommended setup tasks khatam kijiye.
Setup steps ke baare mein
Jab aap work email se sign up karke naya workspace banate hain, to Workclave chhe chhote setup steps dikhata hai. Aap Workspace admin ban jaate hain.
Aap setup beech mein chhod kar baad mein wapas aa sakte hain. Workclave wahi step kholta hai jahan aap ruke the.
Step 1: Yeh kiske liye set up kar rahe hain?
Ek option chuniye aur Continue par click kijiye.
| Option | Kiske liye best |
|---|---|
| Freelancer | Ek insaan. Workclave projects wala step skip kar deta hai. |
| Small Team / Startup | Members, approvals aur projects wali team. |
| Agency with multiple clients | Client work. Setup ke baad Workclave clients settings page kholta hai. |
Step 2: Organization Details
- Organization Name: zaroori hai. Yahi aapke workspace ka naam banta hai.
- What kind of business are you?: Company / other, Accounting / CA firm, ya Agency / consultancy. Dekhiye Apna business type chuniye.
- Timezone: Workclave aapke computer ka timezone suggest karta hai.
- Workweek: Mon–Fri, Mon–Sat ya Custom. Custom mein, jin dinon aap kaam karte hain un par click kijiye.
- Team Size: zaroori hai.
Continue par click kijiye. Yeh sab aap baad mein Settings → Workspace mein badal sakte hain.
Step 3: Apni team ko invite kijiye
Har line mein ek email address likhiye. Aur lines ke liye + Add another par click kijiye. Invites bhejne ke liye Continue par click kijiye, ya Skip for now.
Invite kiye gaye log Members ke roop mein join karte hain. Unke join karne ke baad aap departments assign kar sakte hain aur promote kar sakte hain. Dekhiye Apni team ko invite kijiye.
Step 4: Attendance Settings
Approvals ke neeche Auto-approve, Approve daily summary ya Approve each session chuniye.
Workclave yeh choice save karta hai, lekin abhi har finished session review mein jaata hi hai. Sessions approve karne ke liye kisi manager ya admin ka plan rakhiye.
Breaks & Lunch ke neeche Auto-lunch deduction par tick kijiye aur Lunch deduction (minutes) daaliye. Workclave is number ko automatic lunch break ki length ke roop mein use karta hai. Yeh kaise kaam karta hai, Workspace settings mein padhiye.
Step 5: Projects / Clients
Yeh step Small Team / Startup aur Agency with multiple clients ke liye aata hai. Har project ka naam likhiye. Aur ke liye Add project par click kijiye. Continue ya Skip for now par click kijiye.
Is step mein sirf project ke naam save hote hain. Billing option aur tags abhi save nahi hote.
Step 6: Finish
Aapko Your team is ready. dikhega. Finish karne ke liye Go to Dashboard par click kijiye. Aap Open Session Timer ya Invite More Members par bhi click kar sakte hain.
Setup ke baad: recommended order
- Settings → Holidays mein apni holidays add kijiye. Dekhiye Holidays.
- Late marks chahiye to Settings → Shifts mein shifts add kijiye. Dekhiye Shifts aur late marks.
- Settings → Leave Types mein leave types add kijiye. Dekhiye Leave types aur balances.
- Departments banaiye aur HODs chuniye. Dekhiye Departments aur HODs.
- Team → Invite to workspace se logon ko invite kijiye.
- Projects banaiye, aur zaroorat ho to teams ya clients bhi.
- Agar aap India mein payroll chalate hain, to Settings → Payroll mein salary structures banaiye. Dekhiye Payroll setup.
Admins aur managers ko dashboard par Setup checklist dikhti hai. Admins Settings → General → Replay tour se guided tour dobara bhi dekh sakte hain.
Screenshots English interface ke hain.
Related articles
Workspace invites bhejiye, invite hue logon ko sahi workspace join karne mein madad kijiye, aur pending invites track kijiye.
Company, Accounting / CA firm ya Agency chuniye, taaki Workclave aapke kaam ke hisaab se words use kare, jaise Clients aur Vendors.
Workspace ka naam, logo, work week, business type aur automatic lunch break badliye, aur dekhiye har Settings tab kya karta hai.
Workclave mein teen roles hain: Workspace admin, Team manager aur Member. Dekhiye har role kya kar sakta hai aur roles kaise badalte hain.