Set up your WorkRight workspace

When you sign up, WorkRight creates a workspacefor your company. Everything you and your team do — leave requests, payroll runs, POSH training, employee records — lives inside it, and it's walled off from every other company on WorkRight. This guide walks you through the handful of one-time setup steps so your workspace is genuinely useful, not just empty.

New workspaces start on a free trial with all modules unlocked, so you can explore everything before deciding what you need. Once the trial ends, the modules you keep depend on your plan.

• Role: the person who signs up becomes the company admin (company_admin). Workspace settings, inviting people and choosing a plan are HR-admin tasks — a company_admin or hr_manager. Regular employees see only their own modules.
• Plan:during the trial every module is available. After the trial, modules that aren't on your plan are simply hidden from the sidebar — nothing breaks, the menu item just isn't there. See pricing.

After you sign in you land on the dashboard— your home base. From the top down you'll usually see a trial countdown, a welcome line, your My queue widget (anything waiting on you across modules), a getting-started checklist, and a “Jump into a module” grid of shortcuts. The left sidebar is your main navigation; it only shows the modules your plan includes.

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1. From the dashboard, work through the getting-started checklist. Each row links straight to the right screen and ticks itself off when there's a real signal (for example, once you've added a teammate).
2. Open Settings → Workspace and set your workspace handle and your Professional Tax state (details below). Save.
3. Go to People and invite your team — add employees one at a time, or import a CSV in bulk.
4. Use the “Jump into a module”grid (or the sidebar) to open whatever you came for — Time & Leave, Payroll, POSH, and so on — and start configuring it.
5. When you're ready, head to Settings → Billing to choose a plan so you keep the modules you want past the trial.

Settings → Workspace is short by design — two fields do most of the work:

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• Workspace handle — the short, public name that appears in your careers links (e.g. workright.in/careers/acme-corp) and in statutory export filenames. Use lowercase letters, digits and hyphens, 3 to 63 characters. Pick it once and leave it: changing the handle later breaks any links you've already shared.
• State for Professional Tax — the state your employer is registered in. PT is levied per state, so this drives the right PT slab in the payroll generator. Leave it as None / Not applicableif your employees aren't subject to Professional Tax.

Beyond Workspace, the Settingsarea groups the rest of your configuration so it's easy to find later:

• Organization — workspace, entities, audit log, billing, custom fields, and roles & permissions.
• People & HR — onboarding templates, asset types, holidays, and more.
• Time & Leave — leave types, attendance and shifts.
• Expenses, Accounting, Hiring and Communication each have their own catalog settings too.

You only see the groups your role can manage, so don't worry if your list is shorter than this.

• You don't have to finish setup in one sitting — the getting-started checklist stays on your dashboard until every step is done (or you dismiss it), and it doesn't vanish the moment your trial converts to a paid plan.
• Set your Professional Tax state before your first payroll run so the deductions come out right.
• Importing a team from a spreadsheet? Use the CSV import on the People screen instead of adding everyone by hand.

• Add or onboard an employee — invite your team and fill in their details.
• Roles, access & two-factor (2FA) — who can do what, and turning on 2FA.
• Plans & pricing — pick a plan when your trial is ending.
• HR software for India — what WorkRight covers, end to end.