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The setup wizard

A 7-step wizard walks you through everything Webelio needs to know before you add employees and run payroll.

The first time you sign in as the owner, the wizard opens automatically. It takes about 10 minutes. You don't have to finish in one sitting — the sidebar shows a setup progress badge (a percentage), and you can leave and come back where you stopped.

The 7 steps

Work through them in order. Each one links to a full guide.

#StepWhat it sets up
1Work ScheduleYour working days, weekly offs and daily hours
2DepartmentsYour org units (Sales, Operations, and so on)
3DesignationsJob titles (Manager, Cashier, Engineer)
4LocationsYour branches — and the state that drives local taxes
5ShiftsWorking timings, if different people work different hours
6Leave SettingsLeave types and yearly allowances
7ComplianceWhich statutory deductions apply, and your registration numbers

Why the order matters

The steps build on each other, so following the order avoids rework:

  • Schedule before shifts — shifts are the exceptions to your standard schedule, so Webelio needs the standard pattern first.
  • Locations before compliance — some deductions depend on the state a branch is in. Professional Tax (PT) and Labour Welfare Fund (LWF) are decided by location state, so your branches must exist before you switch compliance on.

Everything is editable later

Nothing here is permanent. Every step maps to a tab under Settings, so you can change your schedule, add a branch, tweak leave allowances, or turn a deduction on or off at any time. See the settings overview.

tip

If you're a small business with one location and no shifts, you can move through steps 3–5 quickly with the defaults and spend your time on leave and compliance.

What's next