Workway Onboarding Checklist | Go Live in Under a Day
Setup in Under a Day — Workway Onboarding Checklist
Running a business is already hectic — your software shouldn’t make it harder.
That’s why Workway is built for speed. No messy tech stacks. No weeks-long training. Just a fast, smart setup that gets Indian SMEs running in less than 24 hours.
Whether you’re switching from spreadsheets or juggling 4 different tools, this checklist will help you go live with Workway in a day.
This SME setup checklist helps Indian businesses configure HR, payroll, billing, and CRM in one smooth process.
Why Fast Setup Matters for SMEs
Small businesses don’t have the time — or extra staff — to spend days configuring software.
You need tools that:
Plug in fast
Work right away
Don’t need developers or IT help
With Workway, you can onboard HR, payroll, CRM, billing, client portal — all in one dashboard — without writing a single line of code.
Traditional software setups take days — sometimes weeks — of back-and-forth with IT, plugins, and manual syncing. Most SMEs don’t have dedicated tech teams. That’s why Workway removes the complexity: everything you need is already integrated.
With modules like HR, payroll, CRM, billing, and client collaboration in one place, you spend less time setting up — and more time running your business.
SME Setup Checklist: The 4-Step Workway Onboarding Guide
Here’s how to go live in just one working day:
Step 1: Book Your Free Demo (15 Minutes)
We’ll guide you through the modules that match your exact business needs.
Step 2: Pick Your Modules
Choose only what you need — no bloat, no pressure.
HR (leave, attendance, payroll) — includes fast HR setup India-ready with built-in holiday lists, leave types, and PF/TDS config.
CRM (leads, tasks, follow-ups) — quick CRM onboarding with zero setup delays or third-party tools needed
Client Portal (invoices, projects)
Reports & Insights
Each module is pre-configured and ready to go.
“launch your cloud cluster” → link to Cloud Cluster Blog
Step 3: Import Your Team, Clients & Data
We support:
Excel, CSV imports
Manual entries
API integrations (on request)
Need help? Our support team is live on WhatsApp and email.
“set up payroll, attendance, and leave in one go” → link to HR + Payroll Blog
Step 4: Go Live with Your All-in-One Platform
Once your modules are activated and data is in, you’re live!
You can now:
Track tasks, time logs, invoices
Run payroll automatically
Invite clients to a live portal
Get reports from one source of truth
“invite clients to a secure portal from day one” → link to Client Portal Blog
Common Onboarding Mistakes (And How Workway Solves Them)
Most SMEs struggle during software transitions because of:
❌ Confusing UX (too many settings)
❌ No support during setup
❌ Poor data import tools
❌ Delayed go-live due to misaligned teams
Workway fixes this by:
✅ Offering guided onboarding with live support
✅ Clean dashboards that are pre-configured
✅ Easy CSV or Excel import tools
✅ Team-based role permissions from day one
Whether you’re a founder, HR head, or ops manager — each user gets a tailored dashboard, with zero confusion.
Workway was built specifically for SME software onboarding, giving founders and teams everything they need in one clean dashboard.
6-Hour Launch for a 25-Person Team
A SaaS company in Ahmedabad switched from 3 tools — one for CRM, another for payroll, and one more for tracking work hours.
“We were using separate tools for every function. Switching meant 3 logins, 3 bills, and lots of confusion.”
They booked a demo, imported their existing Excel files, and were fully operational within the same day.
With Workway, they:
Automated task-to-invoice billing
Linked employee attendance to payroll
Invited clients to live portals with files and feedback in one place
Outcome:
Saved 12+ hours/week and ₹1.3L per year in tool licenses.
Indian Infrastructure, India-First Support
Local compliance (PF, TDS, GST)
Hosted on secure Indian servers
Human support (not just bots)
No overseas platforms. No extra plugins. Just clean, secure tools that work together.
Reports from Day One
From your very first login, you can:
View billing, client data, time logs, and HR summaries
Download reports without exporting to Excel
See productivity and revenue insights at a glance
“generate reports from one source of truth” → link to Reports Blog
Most SMEs export data to Excel, format it manually, and then build reports every week. Workway skips all that. With built-in filters and smart dashboards, you can see who’s productive, what projects are delayed, and how cash flow is tracking — from day one.
🌐 Bonus External Stat
Cloud clustering is part of the broader SaaS transformation happening across India. According to NASSCOM, tech-driven SMEs are growing 2x faster than offline-first businesses.
🎯 Ready to Go Live in One Day?
Don’t let tools slow down your growth.
Workway is your smart, connected, all-in-one platform — no devs, no delays.