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📖 General Platform Settings

This section contains the key settings and procedures needed to successfully launch and manage the Pulsawork platform. From initial organization setup and user management to data import — here you'll find everything essential for a smooth start.


✅ Contents of the “General” Section

🚀 PULSAWORK Implementation

A detailed guide to implementing the platform — from data imports to final setup verification and go-live.

🧭 Onboarding – Step-by-Step Process

A structured onboarding workflow: from the intro call and data imports to training and post-launch support.

📥 Data Import – Templates & Instructions

An overview of available Excel templates to import employee, candidate, contract, timesheet, and financial data into the system.

⚙️ Global Preferences

Configuration of general system behavior rules — date formats, order types, attendance preferences, contracts, and more.

👥 User Management

How to create, invite, and manage users on the platform. Includes role assignments, permission settings, and organizational mapping.

FAQ

How to create, invite, and manage users on the platform. Includes role assignments, permission settings, and organizational mapping.


💡 Admin Tips

  • We recommend following the sections in the order outlined in the implementation guide.
  • Always use the latest template versions when importing data to avoid errors.
  • All of these settings are also accessible directly via the platform:
    Operations → Settings → Global Preferences

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