Onboarding Checklist

Welcome to Swingvy! We’re excited to have you as part of the Swingvy family. This guide will walk you through the essential steps to set up your account and get started smoothly – all at your own pace.

Once your signed quotation and payment are verified, your Swingvy account activation will begin. While activation is in progress, you can already start preparing your account for employees.

Step 1 – Log In and Prepare Your Account

• Access your free trial account

• Remove any sample data

• Complete your company profile setup

Step 2 – Configure Your Organisation Structure

• Add departments, teams, and reporting lines

• Ensure employee roles match your internal hierarchy

Step 3 – Set Up Account Permissions

• Assign admin and manager rights

• Control access to sensitive data

Step 4 – Upload Employee Data

• Use the bulk upload template for faster setup

• You can also edit individual employee profiles directly

Step 5 – Upload Past Payroll History (mandatory for Payroll subscription only)

• Adding payroll history will make your year-end tax filing easier

• Guide for Malaysia payroll
• Guide for Singapore payroll

Step 6 – Configure Module Settings

• Review and adjust settings for modules such as leave, claims, and payroll

• Apply configurations according to your company’s policy

 

If you get stuck, check the Help Center or contact us at support@swingvy.com — but most admins find they can set everything up on their own in no time!

With these steps complete, you’ll be ready to launch Swingvy for your team!