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A useful Worklayer setup starts with the relationships and policies that daily requests depend on. Complete the company details first, then check people and policy assignments before asking employees to submit work.
1

Build the structure

Add departments and teams, then choose each employee’s manager. Manager assignments help shape the organisation chart and request routing.
2

Check employee setup

Review start dates, work schedules, and time off policies on employee records. Importing a spreadsheet is faster for several people, but review mapped fields before confirming it.
3

Connect only what you use

Connect company integrations as an administrator. Review provider tool permissions before giving a specialised agent access to them.

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Check the first task

Ask one person to check their profile and a relevant request flow. A missing time off type or incomplete attendance target usually points back to an assignment or policy, so correct the setup before a wider rollout.

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Next steps

Set up your company · Import employees · Connect integrations