🚀 Pulsawork Implementation Guide

This guide walks you through the complete implementation of the Pulsawork platform — from data import to user onboarding. Use it to ensure a successful launch or expansion of your HR, finance, operations, and project management workflows.

👉 You can also follow our Onboarding Help Page for a step-by-step setup experience.

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📥 Data Imports

Migrate existing data easily into Pulsawork using structured import templates.

👥 Human Resources

• Employees – Import personal data
• Employees & Contracts – Personal data + employment contracts
• Contracts – Import employee holidays
• Attendance – Import of attendance records
• Candidates – Import candidate records
• Foreign Candidates – Visas & residence workflows

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🗂️ Projects

• Timesheets – Import of work logs

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💼 Finance

• Customers & Suppliers – Partner records
• Cost Centers – Budget and organizational data
• Invoices – Import invoice records

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🛠️ Operations

• Assets – Import asset items
• Vehicles – Import company vehicles
• Fuel Cards – Import fuel card data

📁 All templates are also available at pulsawork.com/onboarding

Troubleshooting: Common issues with import formatting, file encoding, or duplicate records can be found in the Import Errors Troubleshooting Guide.

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🛠️ Implement Pulsawork

Before configuring structures and modules, make sure to create entity types (e.g. employment types, contract types, cost center types) in the Settings.

🧩 Platform Structure

• ✅ Set up your organizational structure
• ✅ Define permission groups
• ✅ Assign roles and access rights

👥 Human Resources

• Add and manage employees
• Create and track contracts
• Set up salary and payroll cycles
• Track attendance
• (Optional) Define time off policies if enabled

🧲 Recruitment Setup

• Manage candidates
• Publish and manage job offers
• Customize application forms
• Set up hiring workflows

🏢 Operational Modules

• Assign accommodations
• Register company vehicles
• Configure GDPR consent management
• Build approval workflows
• Manage and track company assets

📊 Project Management

• Create teams and assign users
• Set up projects and assign tasks
• Enable and manage timesheet logging

💰 Finance and Billing

• Configure cost centers
• Create and track business contracts
• Add recruitment and service orders
• Generate invoices and record payments, Payments

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✅ Implementation Review

Use this checklist to review your setup before onboarding employees or going live.

• Review user roles and permission groups
• Review your organizational structure
• Check attendance and payroll rules, Payrolls
• Validate employee and contract data, Contracts
• Ensure candidate workflows are configured
• Test invoice and cost center logic, Cost Centers
• Confirm project and time tracking setup, Timesheets
• (Optional) Review onboarding/offboarding templates (if implemented)

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📬 Final Step: Invite Your Team

Before sending invitations: - ✅ Ensure real employee profiles exist in the Employees section - ✅ Assign appropriate permission groups - ✅ Confirm organizational unit and role mapping

Then: - Go to the User Management section - Invite users to activate their accounts and start using Pulsawork

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💬 Stay Connected

We’d love to stay in touch and help you grow with Pulsawork:

• 👉 Join our community on Discord
• 🌐 Explore more at pulsawork.com

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Need help? Contact Pulsawork Support or visit the full documentation.