SweldoNow Knowledge Hub

# New Company Setup

The New Company Setup section is your starting point for configuring your organization in SweldoNow. This section provides tools and settings for tailoring the system to your company's structure, schedules, and policies. By completing this setup, you ensure a smooth workflow for payroll, attendance tracking, and benefits management. Below are detailed descriptions of each feature available in this section.

# Create Your SweldoNow Account

If you haven’t created your SweldoNow account yet, follow these steps to get started. If you’ve already created an account and logged in, you can skip this step and proceed to Add New Teams.

  1. Visit the SweldoNow Sign-Up Page (opens new window) (opens in a new window).
  2. Fill out the required fields and click the Submit button.
  3. Check your email inbox for a message from support@sweldonow.ph, which will contain your user ID and temporary password.
  4. Log in for the first time using the provided credentials. You will be prompted to:
    • Change your password.
    • Input a One-Time Password (OTP) sent to your registered email for verification. Once you’ve successfully logged in, return to this User Guide to continue with the next steps in setting up your company.

# Add New Teams

Organize your workforce by creating teams that reflect your company’s structure, such as departments or divisions. Teams help streamline task assignments and reporting. For more details, see Company Teams.

# Add New Employees

Easily onboard employees by adding them to the system. Record personal information, employment details, and other necessary data to manage their profiles. For more details, see Adding New Employee.

# User Profile

Manage employee profiles by updating personal details, employment records, assignments, and bank account information. Keeping this data up-to-date ensures accurate payroll processing. For more details, see User Profile.

# Access Control

Control access to sensitive data and features by assigning user-specific permissions. Grant view, edit, or approver rights to employees for selected pages and sections. For more details, see Access Control.

# Workshifts

Set up flexible or fixed workshifts tailored to your operational needs, including start and end times. Workshifts are essential for accurate timekeeping and payroll calculations. For more details, see Workshifts.

# Workshift Plan

Assign employees to specific workshifts and create weekly or monthly plans to align schedules with business requirements. For more details, see Workshift Plan.

# Company Account

Maintain up-to-date company information, including contact details and Tax Identification Number (TIN). For subscription-based users, view billing and payment records. For more details, see Company Account.

# Cutoff and Tax Table

Define how payroll are calculated by setting up your company cutoff settings and tax table. For more details, see Cutoff and Tax Table.

# Workdays

Set up your company’s work schedules, including total working hours per day and working days of the week. These settings impact timekeeping and leave policies. For more details, see Workdays.

# Calendar Periods

Create custom calendar periods to reflect your company’s operational year. Calendar periods also enable automatic generation of cutoff periods based on your cutoff settings. For more details, see Calendar Periods.

# Leave Types

Define additional leave types specific to your company, such as Maternity Leave or Bereavement Leave. Standard leave types like Sick Leave (SL), Vacation Leave (VL), and Holidays are pre-generated. For more details, see Leave Types.

# Projects and Tasks

Set up company projects and tasks to track and measure project costs. Employees can submit weekly project charges, including holidays and time off, for accurate project accounting. For more details, see Projects and Tasks.

# Pay Grades

Define structured pay grades, including salary ranges and grade codes. These are used to assign compensation levels for employees during benefits configuration. For more details, see Pay Grades.

# Compensation and Benefits

Configure employee compensation package, including pay grades, salary, leave allocations, deminimis benefits, fringe benefits, and other benefits. This ensures accurate payroll calculations and employee satisfaction. For more details, see Compensation and Benefits.

# Holidays

Define company-specific holidays, which are used in timesheet validation and determining overtime rates. System-generated holidays can be synced to your data or customized. For more details, see Holidays.

# Facial Recognition Activation

Enable cloud and AI-powered facial recognition to allow employees to clock in and out securely and conveniently using their facial features.

  • For self-service activation, employees can activate facial recognition on their profiles. For more details, see Self-Service Activation.
  • Admin users can activate facial recognition for all employees in the company. For more details, see Face AI Activation.
  • Run SweldoNow Facial Recognition on your own device. For more details, see Face AI Setup.

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