From sign-up to your first employee record — a no-fuss walkthrough for setting up your TeamCey workspace the right way the first time.
Switching to a new HR system feels like a big project, but the first run in TeamCey is genuinely quick. The trick is to set a few defaults up front so every payroll and attendance run afterwards just works. This guide walks you through it from scratch.
What you'll need before you start
- A company email address for the admin account
- Your company details: legal name, address and business registration number
- Your EPF and ETF employer registration numbers
- The pay cycle you run (almost always monthly in Sri Lanka)
- A list of your current employees with salaries and NIC numbers
Set up your workspace step by step
- 1
Create your admin workspace
Sign up from the Get started button, confirm your email, and you will land in an empty dashboard that belongs only to your company.
- 2
Complete your company profile
Add your legal name, address, registration number and your EPF/ETF numbers. These appear on payslips and statutory exports, so get them right once here.
- 3
Set your pay cycle and defaults
Choose your monthly pay cycle, standard working days, and default allowances. New employees inherit these, saving you repetitive data entry.
- 4
Add your first employee
Create one employee manually to see the full flow — personal details, salary structure, and statutory settings. This is your template for the rest.
- 5
Invite your team to the portal
Send a portal invite so employees can view payslips and request leave themselves, instead of emailing you.
Configure once, save every month
A few minutes spent on defaults now pays off on every future cycle. Set these before bulk-adding people:
- Standard working days and hours per week
- Overtime rules and rates
- Recurring allowances such as transport or meals
- Common deductions like salary advances or loans
Where to go next
With your workspace live, the natural next step is getting your whole team in. If you have more than a handful of staff, use the spreadsheet import rather than adding people one by one — it takes minutes. After that, connect your attendance device and run your first payroll.
Try it in your own workspace
The best way to learn TeamCey is to follow along. Start a free workspace and put this guide into practice.
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