> For the complete documentation index, see [llms.txt](https://docs.cwallet.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cwallet.com/cwallet-tools/hr-management-overview.md).

# HR Management Overview

**Getting Started with HR Management**

1. Log in to [Cwallet](https://cwallet.com/), navigate to **Tools**, and click **HR Management** to begin your crypto payroll setup.

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2. For security purposes, you’ll need to:

* Set an **additional HR password**.
* Enter your **company name**.
* Enable a **dedicated 2FA** for the HR system (note: this is separate from your main Cwallet account 2FA).

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3. Once completed, you can start configuring your company settings.

**Initial Setup Steps**

* You will be provided with a **company secret key**, which can be used to restore your HR data.

<mark style="color:red;">**Note:**</mark> Please download and store it securely. Do not share it with anyone.

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* Select a **payroll flow** — choose a predefined option or create a custom flow.

<figure><img src="/files/B7hXpQEhVMmJmMbRUo2J" alt=""><figcaption></figcaption></figure>

* Set your company's **probation policies**, including: Probation duration and Salary ratio for probationary employees.

<figure><img src="/files/xRBtsSEB3sCuDRumcAvR" alt=""><figcaption></figcaption></figure>

* In the final setup step, you can **add employee information** right away or skip this step and do it later.

<figure><img src="/files/6UsnjwslBNACmGTXturz" alt=""><figcaption></figcaption></figure>

## **How to add employee?**

Manage all employee-related information in one place:

* Add employees **one by one** or via **batch import**.
* Maintain data including job title, compensation, department, employment status, and team structure.

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**Add One by One**

* Manually enter employee details.
* Fields marked with \* are mandatory.

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**Batch Add**

* Download the template, fill it in, and upload it.
* System will auto-read and match fields (you can adjust field mapping if needed).

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* If the system shows your document has an error, you can download the file and check the error details.

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* And after your document has been uploaded successfully,  your employee data will be shown in your company details.

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## **Role Permission**

Start by setting **role-based permissions** for your team.\
This controls what each role (e.g. HR, manager, payroll admin) can access and perform within the system.

<mark style="color:red;">**Note:**</mark> Roles will be automatically generated based on your payroll configuration.

* You can **add new roles**, **add administrators**, assign **sub-roles**, and **customize permissions** for each role.

<figure><img src="/files/uwf4RyLsGSJYOcfHhL3u" alt=""><figcaption></figcaption></figure>

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## **Salary Record**

Cwallet automates salary calculations based on:

* The employee's **salary cycle**
* Their current **employment status** (Contract, Probation, Resigned)

<figure><img src="/files/ipSbIPf9WgqGQPr68del" alt=""><figcaption></figcaption></figure>

You can create payroll records using two methods:

**Import File**

* Download and complete the provided template.
* Upload the file; the system will auto-match fields.
* If any headers are unmatched, manually select the correct field mapping.

<figure><img src="/files/KGwGGgHdiQgKIPzg22u6" alt=""><figcaption></figcaption></figure>

* Import employees' payroll data

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* Confirm all the salary data

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**Common Payroll**

* Add employees first, then manually enter salary details for each.

<figure><img src="/files/OoarRPr1W44ZYO2F7iHZ" alt=""><figcaption></figcaption></figure>

* Confirm all the salary data

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* Manage the salary data, you can double-check the details, verified it , duplicate it, close it, and you also can download the salary data.

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* For Primary Administrator, you can pay it directly, and you also can send to company cashier to pay it.

<figure><img src="/files/PsWtSUMVwXpd3b2NmwE4" alt=""><figcaption></figcaption></figure>

## **Department Settings**

Define your company structure with clear **department hierarchies**.

* Create departments and assign **superior departments** (e.g., company-level).
* Designate **department leaders** and **department-level HR managers**.
* Helps manage internal reporting and workflow routing efficiently.

<figure><img src="/files/DQnACy2RSdU2nM3XEx5D" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/SjQoV92gVa7EeXJqIcDU" alt=""><figcaption></figcaption></figure>

## **Payroll Flow**

Securely manage **who can perform which payroll actions**.

* Only authorized roles can configure or update the payroll flow.
* Role-based access will automatically sync when updates are made.

<figure><img src="/files/Mv4fwzKC0s5aNf4LCEBt" alt=""><figcaption></figcaption></figure>

You can:

* Add **cashiers or other roles** from inside or outside your organization (with approval from the other party).
* View pending requests if an invitee hasn’t approved.
* Customize, add, or remove steps in your payroll flow at any time.

<figure><img src="/files/52g7Yjw3srUCtEoY8xv8" alt=""><figcaption></figcaption></figure>

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Try the HR management now 👉 [https://my.cwallet.com/tools/hrmanagement](https://my.cwallet.com/tools/hrmanagement/auth)
