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:
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Plug in fast
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Work right away
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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.
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HR (leave, attendance, payroll) — includes fast HR setup India-ready with built-in holiday lists, leave types, and PF/TDS config.
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CRM (leads, tasks, follow-ups) — quick CRM onboarding with zero setup delays or third-party tools needed
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Client Portal (invoices, projects)
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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:
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Excel, CSV imports
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Manual entries
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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:
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Track tasks, time logs, invoices
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Run payroll automatically
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Invite clients to a live portal
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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:
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❌ Confusing UX (too many settings)
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❌ No support during setup
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❌ Poor data import tools
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❌ Delayed go-live due to misaligned teams
Workway fixes this by:
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✅ Offering guided onboarding with live support
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✅ Clean dashboards that are pre-configured
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✅ Easy CSV or Excel import tools
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✅ 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:
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Automated task-to-invoice billing
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Linked employee attendance to payroll
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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
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Local compliance (PF, TDS, GST)
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Hosted on secure Indian servers
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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:
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View billing, client data, time logs, and HR summaries
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Download reports without exporting to Excel
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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.