📋
Catalogs
→
📜
Policies
→
👥
Users & Roles
→
🚀
Go Live
Overview
As a System Administrator, you need to configure a new Worky account before your organization can start using the platform. This involves uploading catalogs, configuring policies, and setting up users with appropriate permissions.
Setup Stages
📋 1. Upload Catalogs
Catalogs are the foundation of your Worky configuration. Upload banks, tax tables, locations, job positions, and other reference data.
GET
/api/v1/accounts/catalogs/system/banksList banksPOST
/api/v1/accounts/catalogs/system/banksCreate bank entryGET
/api/v1/accounts/catalogs/system/tax-tablesList tax tablesPOST
/api/v1/accounts/catalogs/job-positionsCreate job position💡 Tip: Worky provides pre-loaded Mexican catalogs including SAT tax tables, IMSS data, and bank codes.
Learn more →📜 2. Configure Policies
Set up payroll, time-off, incidence, and attendance policies that match your organization's rules.
POST
/api/v1/payroll/policiesCreate payroll policyPOST
/api/v1/time-off/policiesCreate time-off policyPOST
/api/v1/incidences/policiesCreate incidence policyPOST
Learn more →/api/v1/time-and-attendance/policiesCreate T&A policy👥 3. Create Users & Roles
Set up admin users and configure their permissions to operate the platform.
POST
/api/v1/usersCreate userPUT
/api/v1/users/batch/activateBatch activate usersGET
/api/v1/users/rolesList available rolesPUT
Learn more →/api/v1/users/{id}/rolesAssign roles🚀 4. Go Live Checklist
Before going live, verify all configurations are correct:
- ✅ All catalogs uploaded
- ✅ Payroll policies configured
- ✅ Time-off policies set up
- ✅ Admin users created
- ✅ SAT/IMSS credentials configured
- ✅ Test payroll run completed