Skip to main content

Your first month

Four steps take you from an empty account to your first paid month. The one-time setup is about 30 minutes; after that, each month is much quicker.

Here's the happy path. Each step links to a full guide if you want more detail.

1. Run the setup wizard​

When you first sign in as the owner, Webelio opens a 7-step setup wizard: Work Schedule → Departments → Designations → Locations → Shifts → Leave Settings → Compliance. Work through it in order — it takes about 10 minutes and every answer can be changed later under Settings.

The wizard sets your working days and weekly offs, your branches (which decide state-based taxes), your leave allowances, and which statutory deductions apply. See the setup wizard.

tip

The sidebar shows a setup progress badge. You can leave and come back — Webelio remembers where you stopped.

2. Add your employees​

Open Employees and add your team. You can:

  • Add one at a time — fill in personal details, employment info and salary. Adding an employee is a single save that also sets up their leave balances and (optionally) their employee login.
  • Invite them to fill their own details — send an invite; the employee completes their profile and you review it.
  • Import in bulk — upload a CSV file to add many people at once.

Adding employees is blocked until your setup is complete, which is why step 1 comes first. See adding employees and bulk import.

3. Mark a month of attendance and finalize it​

Open Attendance for a monthly grid of every employee against every day. Click a cell to mark someone present, absent, on leave or half-day; use bulk mode to mark many cells at once. Week-offs and holidays fill in automatically from your schedule.

When the month is complete, click Finalize Month. This locks attendance and produces the summary that payroll uses — days worked, loss-of-pay days, and overtime hours. See the monthly grid.

warning

Finalizing feeds directly into pay. Check the month is correct first — you can De-finalize to make changes, but only before payroll is run.

4. Run your first payroll​

Open Payroll and start a run for the month. A run moves through four stages — draft → compute → approve → disburse:

  1. Webelio pulls your finalized attendance and each person's salary.
  2. It applies any loss-of-pay, then calculates all statutory deductions.
  3. You review the figures and approve.
  4. It generates payslips and a bank transfer file (NEFT/RTGS CSV) you can hand to your bank.

That's your first month done. See running payroll.

What's next​

Now that the basics work, deepen each area: