--- title: Onboarding Checklist description: 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 --- [Skip to content](https://help.swingvy.com/knowledge/onboarding-checklist#main-content) English Show submenu for translations [Submit a request](https://help.swingvy.com/knowledge/kb-tickets/new?hsLang=en) [![Swingvy logo.svg](https://help.swingvy.com/hubfs/Frame%20927-3.svg)](https://help.swingvy.com/?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Submit a request](https://help.swingvy.com/knowledge/kb-tickets/new) - [Swingvy website](https://www.swingvy.com/) [Swingvy website](https://www.swingvy.com/) Hello, how can we help you? 😊 - There are no suggestions because the search field is empty. 1. [Swingvy | Help Center](https://help.swingvy.com/knowledge?hsLang=en) 2. [Get started with Swingvy](https://help.swingvy.com/knowledge/get-started-with-swingvy?hsLang=en) 3. [HR Hub](https://help.swingvy.com/knowledge/get-started-with-swingvy?hsLang=en#hr-hub) # 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](https://help.swingvy.com/knowledge/step-1-fill-up-the-company-information?hsLang=en) - Access your free trial account - Remove any sample data - Complete your company profile setup #### **Step 2 –** [Configure Your Organisation Structure](https://help.swingvy.com/knowledge/step-2-set-up-your-organisation-structure?hsLang=en) - Add departments, teams, and reporting lines - Ensure employee roles match your internal hierarchy #### **Step 3 –** [Set Up Account Permissions](https://help.swingvy.com/knowledge/step-3-set-up-group-view-permission?hsLang=en) - Assign admin and manager rights - Control access to sensitive data #### **Step 4 –** [Upload Employee Data](https://help.swingvy.com/knowledge/step-5-invite-employees-using-bulk-upload-1?hsLang=en) - Use the bulk upload template for faster setup - You can also [edit individual employee profiles](https://help.swingvy.com/knowledge/step-6-set-up-employee-profiles?hsLang=en) 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](https://help.swingvy.com/knowledge/upload-payroll-history-data?hsLang=en) - [Guide for Singapore payroll](https://help.swingvy.com/knowledge/upload-payroll-history-data-1?hsLang=en) #### **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](https://help.swingvy.com/knowledge?hsLang=en) 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! - [Swingvy introduction](https://help.swingvy.com/knowledge/swingvy-introduction?hsLang=en#main-content) - [Introduction to Swingvy](https://help.swingvy.com/knowledge/swingvy-introduction?hsLang=en#introduction-to-swingvy) - [Get started with Swingvy](https://help.swingvy.com/knowledge/get-started-with-swingvy?hsLang=en#main-content) - [HR Hub](https://help.swingvy.com/knowledge/get-started-with-swingvy?hsLang=en#hr-hub) - [Time](https://help.swingvy.com/knowledge/get-started-with-swingvy?hsLang=en#time) - [Leave](https://help.swingvy.com/knowledge/get-started-with-swingvy?hsLang=en#leave) - [Claims](https://help.swingvy.com/knowledge/get-started-with-swingvy?hsLang=en#claims) - [Malaysia Payroll](https://help.swingvy.com/knowledge/get-started-with-swingvy?hsLang=en#malaysia-payroll) - [Singapore Payroll](https://help.swingvy.com/knowledge/get-started-with-swingvy?hsLang=en#singapore-payroll) - [HR Hub](https://help.swingvy.com/knowledge/hr-hub?hsLang=en#main-content) - [People](https://help.swingvy.com/knowledge/hr-hub?hsLang=en#people) - [News](https://help.swingvy.com/knowledge/hr-hub?hsLang=en#news) - [Calendar](https://help.swingvy.com/knowledge/hr-hub?hsLang=en#calendar) - [Report](https://help.swingvy.com/knowledge/hr-hub?hsLang=en#report) - [Security](https://help.swingvy.com/knowledge/hr-hub?hsLang=en#security) - [Time](https://help.swingvy.com/knowledge/time?hsLang=en#main-content) - [Basic setup](https://help.swingvy.com/knowledge/time?hsLang=en#basic-setup) - [For time manager](https://help.swingvy.com/knowledge/time?hsLang=en#for-time-manager) - [Leave](https://help.swingvy.com/knowledge/leave?hsLang=en#main-content) - [Basic setup](https://help.swingvy.com/knowledge/leave?hsLang=en#basic-setup) - [For leave manager](https://help.swingvy.com/knowledge/leave?hsLang=en#for-leave-manager) - [For leave approver](https://help.swingvy.com/knowledge/leave?hsLang=en#for-leave-approver) - [Employee guide](https://help.swingvy.com/knowledge/leave?hsLang=en#employee-guide) - [Claims](https://help.swingvy.com/knowledge/claims?hsLang=en#main-content) - [Basic setup](https://help.swingvy.com/knowledge/claims?hsLang=en#basic-setup) - [For claims manager](https://help.swingvy.com/knowledge/claims?hsLang=en#for-claims-manager) - [For claim approver](https://help.swingvy.com/knowledge/claims?hsLang=en#for-claim-approver) - [Payroll Malaysia](https://help.swingvy.com/knowledge/payroll-malaysia?hsLang=en#main-content) - [Basic setup](https://help.swingvy.com/knowledge/payroll-malaysia?hsLang=en#basic-setup) - [For payroll manager](https://help.swingvy.com/knowledge/payroll-malaysia?hsLang=en#for-payroll-manager) - [General information](https://help.swingvy.com/knowledge/payroll-malaysia?hsLang=en#general-information) - [Supported bank files](https://help.swingvy.com/knowledge/payroll-malaysia?hsLang=en#supported-bank-files) - [Year-end tax](https://help.swingvy.com/knowledge/payroll-malaysia?hsLang=en#year-end-tax) - [Payroll Singapore](https://help.swingvy.com/knowledge/payroll-singapore?hsLang=en#main-content) - [Basic setup](https://help.swingvy.com/knowledge/payroll-singapore?hsLang=en#basic-setup) - [For payroll manager](https://help.swingvy.com/knowledge/payroll-singapore?hsLang=en#for-payroll-manager) - [General information](https://help.swingvy.com/knowledge/payroll-singapore?hsLang=en#general-information) - [Supported bank files](https://help.swingvy.com/knowledge/payroll-singapore?hsLang=en#supported-bank-files) - [Year-end tax](https://help.swingvy.com/knowledge/payroll-singapore?hsLang=en#year-end-tax) - [Mobile Apps](https://help.swingvy.com/knowledge/mobile-apps?hsLang=en#main-content) - [General information](https://help.swingvy.com/knowledge/mobile-apps?hsLang=en#general-information) - [Employee guide](https://help.swingvy.com/knowledge/mobile-apps?hsLang=en#employee-guide) - [Performance](https://help.swingvy.com/knowledge/performance?hsLang=en#main-content) - [Basic setup](https://help.swingvy.com/knowledge/performance?hsLang=en#basic-setup) - [For performance manager](https://help.swingvy.com/knowledge/performance?hsLang=en#for-performance-manager) - [Integrations](https://help.swingvy.com/knowledge/integrations?hsLang=en#main-content) - [Calendar Integration](https://help.swingvy.com/knowledge/integrations?hsLang=en#calendar-integration) - [Xero Accounting Software](https://help.swingvy.com/knowledge/integrations?hsLang=en#xero-accounting-software) - [StaffAny Rostering & Time tracking](https://help.swingvy.com/knowledge/integrations?hsLang=en#staffany-rostering-time-tracking) - [Account and Billing](https://help.swingvy.com/knowledge/account-and-billing?hsLang=en#main-content) - [Account](https://help.swingvy.com/knowledge/account-and-billing?hsLang=en#account) - [Billing](https://help.swingvy.com/knowledge/account-and-billing?hsLang=en#billing) - [Settings](https://help.swingvy.com/knowledge/settings?hsLang=en#main-content) - [Company settings](https://help.swingvy.com/knowledge/settings?hsLang=en#company-settings) - [Custom fields](https://help.swingvy.com/knowledge/settings?hsLang=en#custom-fields) - [Work group](https://help.swingvy.com/knowledge/settings?hsLang=en#work-group) - [Holiday](https://help.swingvy.com/knowledge/settings?hsLang=en#holiday) - [Account permissions](https://help.swingvy.com/knowledge/settings?hsLang=en#account-permissions) - [Promotion and grant](https://help.swingvy.com/knowledge/promotion-and-grant?hsLang=en#main-content) - [Referral Program](https://help.swingvy.com/knowledge/promotion-and-grant?hsLang=en#referral-program) - [Malaysia](https://help.swingvy.com/knowledge/promotion-and-grant?hsLang=en#malaysia) - [Singapore](https://help.swingvy.com/knowledge/promotion-and-grant?hsLang=en#singapore) - [Employee guide](https://help.swingvy.com/knowledge/employee-guide?hsLang=en#main-content) - [Get started](https://help.swingvy.com/knowledge/employee-guide?hsLang=en#get-started) - [General settings](https://help.swingvy.com/knowledge/employee-guide?hsLang=en#general-settings) - [Time](https://help.swingvy.com/knowledge/employee-guide?hsLang=en#time) - [Leave](https://help.swingvy.com/knowledge/employee-guide?hsLang=en#leave) - [Claims](https://help.swingvy.com/knowledge/employee-guide?hsLang=en#claims) - [Payroll](https://help.swingvy.com/knowledge/employee-guide?hsLang=en#payroll) - [People](https://help.swingvy.com/knowledge/employee-guide?hsLang=en#people) - [Performance](https://help.swingvy.com/knowledge/employee-guide?hsLang=en#performance) - [Mobile apps](https://help.swingvy.com/knowledge/employee-guide?hsLang=en#mobile-apps) - [Calendar](https://help.swingvy.com/knowledge/employee-guide?hsLang=en#calendar) - [Swingvy Stella (AI assistant)](https://help.swingvy.com/knowledge/swingvy-stella-ai-assistant?hsLang=en) [![Chill listening crop-3](https://help.swingvy.com/hs-fs/hubfs/Swingvy_Small%20logo.png?width=30&height=30&name=Swingvy_Small%20logo.png "Chill listening crop-3")](http://www.swingvy.com) Swingvy | Help Center Copyright © 2026, Singapore