Let's try WorkLyft

Whether you’re exploring a trial or preparing for full rollout, this guide outlines how to get your team up and running quickly, securely, and effectively.

Onboarding at a Glance

Here’s what the standard onboarding process looks like:

1. Choose your deployment model

   SaaS hosted by Proexe or on-premise in your own cloud (AWS, Azure, GCP)

2. Set up your company structure

   Define roles, departments, teams, and employee records

3. Configure key modules

   Projects, allocations, time tracking, leaves, billing, integrations

4. Invite users and go live

   Provide access, send invites, and begin day-to-day operations

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What You’ll Find in This Section

• Trial Setup — Try out the platform in a safe sandbox

• Configuration Guide — Customize workflows, policies, and modules

• User Roles & Access — Define who sees what and manages what

• Deployment & Infrastructure Tips — SaaS vs. on-premise, requirements

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Who Is This For?

• Company administrators setting up the system

• HR and operations teams managing people and policies

• Project leaders assigning teams and tracking performance

• IT departments deploying or integrating the platform

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Need Help?

We offer hands-on onboarding support:

• Guided configuration sessions

• Template imports and setup audits

• Infrastructure consulting (for on-premise clients)

Feel free to reach out anytime. We’re here to help you get started fast — and confidently.