We've prepared a Getting Started Guide for administrators setting up flex for the first time.
Follow the guide below to build an HR operating environment tailored to your company. 🚀
*You can also follow the entire setup process through a video guide. [📽️ Go to Video Guide]
Step 1: Basic Setup
This is the basic setup required to use the various features of flex.
The information you configure will serve as the reference data for various features such as work schedules, leave, and approvals.
📌 You can complete the following settings.
□ Company information setup
□ Organization and HR information setup
□ Company documents and HR records registration </aside>
Company Information and Company Seal Setup
What does this feature do? | Where is it used? | Reference Guide (click to open) |
• Register your company's basic information. | • Company information is displayed when issuing employment certificates and career certificates. |
[Settings] → [Company Information] → [Company Basic Information] — add the representative of the company.
To add a representative, you must first register them as a flex member.
Employment/career certificates can only be issued once a representative is registered!
Please also fill in other basic company information.
[Company Seal] - [+ Register Seal] — click the button to create a digital seal or upload a seal image.
For seal images, we recommend a size of 180–200px with a 1:1 aspect ratio.
HR and Member Information Setup
What does this feature do? | Where is it used? | Reference Guide (click to open) |
• Systematically manage your company's organizational structure and member information. | • It serves as the foundation for all HR management features. |
Click [Settings] → In [HR · Member Information] settings, you can configure your company's organizations, positions, job titles, and job functions.
You must have organizations set up before you can assign members, configure approval policies, etc.
Click the [+] button in the upper right, enter an organization name, and press Enter to add an organization.
You can select and drag an added organization, or hover your mouse over it and click the three-dot button that appears on the right to move its position or make it a sub-organization.
Use [Effective Date] to specify when the configured org chart takes effect.
If you want to apply the changes immediately starting today, leave the [Effective Date] as-is.
If you plan to apply the changes from a specific future date, change the [Effective Date] to a future date.
📄 Try completing additional settings for registering company documents and HR records!
📄 Try completing additional settings for registering company documents and HR records!
Document Folder Setup
In [Settings] - [Document Folder Settings], start by creating a [Document Folder] to store HR records.
A document folder will be added to all members' profiles, and when inviting new members, you can request them to upload documents to that folder.
Company Document Registration
In the [Documents & Certificates] menu, you can register official company documents such as business registration certificates and employment rules, and share them with members.
Beyond default documents, you can also add other official documents used internally and conveniently share them with members!
Note that only the business registration certificate and employment rules can be registered as default documents; all other documents must be registered via [Add Document].
Step 2: Work Schedule Setup
Configure work types and work policies to match your company's working style.
Work settings serve as the basis for member attendance records, working hours management, and attendance operations.
📌 You can complete the following settings.
□ Work type setup matching the employment contract (fixed / staggered / flexible / shift work)
□ Work policy setup matching your company's operating style (business trip, remote work, field work, etc.)
Creating Work Types
What does this feature do? | Where is it used? | Reference Guide (click to open) |
• Set up the work arrangement agreed upon in the employment contract for each member. | • It forms the basis for attendance overall, including working hours, overtime, and payroll. Please configure it according to your employment contracts and operations! | 📃 How to Register Work Schedules |
Go to [Settings] - [Work Types] and configure the work type that fits your company.
Please select the work type that matches your company's working style.
Work Type | Description | Reference Guide (click to open) |
Fixed Hours | Suitable for office workers with fixed start and end times. | |
Staggered Hours | Suitable for office workers who can choose their start/end times within an agreed range and only need to fulfill the required daily working hours. | |
Flexible Hours | Suitable for IT companies or startups where there are no restrictions on start/end times and daily working hours are determined autonomously within the total working hours range. | |
Shift Work | Suitable for hospitals, manufacturing, heavy industry, and service industries where working hours vary and shift schedules need to be created. |
If you've already registered members, apply the work type right away.
If you've already registered members, apply the work type right away.
When changing work types, please pay attention to the [Effective Date]! The cycle may be divided depending on the effective date of the work type.
If working Monday–Friday, set the start day of the cycle as the effective date (e.g., Monday)
For cycle-based work such as monthly flexible hours, set the start date of the cycle as the effective date (e.g., October 1st)
1. Change work type per individual member
[Member Profile] → [HR Information] → [Work Information] → [Change]
Select the work type, specify the change effective date, and click Save.
2. Change work type for multiple members in bulk
[Members] → [HR Information Management] → [Bulk Information Change] → [Change Information]
Setting Up Work Policies
What does this feature do? | Where is it used? | Reference Guide (click to open) |
• This is the standard used to categorize members' work arrangements. e.g. remote work, field work, business trips, etc. | • You can set separate operating standards for various work arrangements such as remote work, field work, and business trips, and |
You can check this in [Settings] - [Work Policy · Approval] - [Work Policy].
Click [Add] in the upper right to add work policies beyond the default ones provided.
Work policies tagged with [Required] represent standard office work.
You can modify and edit the default work policies provided by flex.
If you want to allow work registration only from designated locations, please check this!
If you want to allow work registration only from designated locations, please check this!
You can restrict work locations by GPS or IP address and apply work locations per organization!
For detailed settings, please refer to this guide (click).
In particular, for shift work types where members work at multiple branches, you can manage more efficiently by setting work locations per organization. Please refer to the guides below!
If you are using the Secom/CAPS/KT Telecop access management system, please check this!
If you are using the Secom/CAPS/KT Telecop access management system, please check this!
You can automatically sync attendance records from Secom, ADT CAPS, and KT Telecop access management systems as real-time work records in flex.
A subscription to the 'Access Management Integration' add-on service is required. You can subscribe from the Settings - [Subscription & Billing Management] menu.
For details, please refer to the guide below.
Step 3: Leave Setup
Configure annual leave, statutory leave, and contractual leave to match your company's leave policies.
Define the standards for members' leave usage and manage leave systematically.
📌 You can complete the following settings.
□ Annual leave grant and policy setup according to internal company rules
□ Statutory leave setup per legal requirements (maternity leave, health leave, military leave, etc.)
□ Contractual leave setup per company operations (family events, refresh leave, summer vacation, etc.)
Annual Leave Policy Setup
What does this feature do? | Where is it used? | Reference Guide (click to open) |
• This defines how annual leave is granted, how it is used, and when it expires for members. | • You can operate different annual leave policies per organization or contract type, and |
In [Settings] - [Annual Leave Settings], you can modify the default annual leave policy or click [Add Annual Leave Policy] to add a new policy.
Try automating leave settlement and promotion with leave adjustment standards for departing employees and annual leave promotion settings!
If you want to reflect members' leave records from before using flex, please refer to this!
If you want to reflect members' leave records from before using flex, please refer to this!
Click [Attendance Management] - [Leave Management] - [Monthly Annual Leave Usage] - [Upload Annual Leave Usage] to bulk upload past annual leave usage records via Excel.
For details, please refer to the guide below!
Statutory Leave and Contractual Leave Setup (Custom Leave)
What does this feature do? | Where is it used? | Reference Guide (click to open) |
• In addition to statutory annual leave, configure statutory leave required under the Labor Standards Act. e.g. maternity leave, spouse maternity leave, family care leave, etc. | • Grant statutory/contractual leave to members per company policy and allow usage, and |
In [Settings] - [Custom Leave], leave tagged with 'Required' are legally mandatory leave types.
Required leave cannot be deleted; click on each leave type to configure it according to your company's operations.
If your company operates additional leave types, click [+ Add Custom Leave] to create them accordingly!
Commonly used types such as refresh leave, sick leave, and summer vacation are provided by default.
Step 4: Operations Environment Setup
You're almost at the last step! Configure approval policies and permissions to match your company's operating style.
📌 You can complete the following settings.
□ Approval policy setup for electronic approvals, work schedules, leave, etc.
□ Permission setup and assignment matching your company's organizational structure
Approval Policy Setup
What does this feature do? | Where is it used? | Reference Guide (click to open) |
• This setting manages all approval processes within the company. | • You can configure approval settings in line with company policy for work schedules, leave, electronic approvals, member information, and more. |
In [Settings] - [Approval Policy Management], you can manage all approval policies for your company.
Click [Approval Templates] in the upper right to create basic approval policies as templates. This is convenient as you can apply them to multiple policies at once.
Permission Setup
What does this feature do? | Where is it used? | Reference Guide (click to open) |
• This is an important setting for granting feature-specific permissions to members in line with your company's policy and structure. | • It affects a wide range of areas including access to specific menus, viewing and modifying information, and changing settings. |
In [Settings] - [Permission Settings], you can view and configure permission groups.
Beyond the default super admin, team leader, and basic permission groups, you can add permission groups via [+ Add Permission Group].
When you click a permission group, a checked checkbox means that permission has been granted.
To add a member to a permission group, click [+ Add].
Step 5: Member Registration and Invitation
You have completed all the basic settings!
Now let's register members and start using flex.
📌 You can complete the following settings.
□ Register and invite all company members
□ Register member information (basic, HR, attendance, contract, payroll information, etc.) </aside>
Adding Members
What does this feature do? | Where is it used? | Reference Guide (click to open) |
• This feature is for registering your company's employees (members) in flex. | • Members must be added for HR management. |
As long as you have an email address, you can add incoming employees, current employees, and former employees.
Click [Members] → [Add Member] to add members!
After registering member information, please proceed with sending the invitation email later.
Once you have registered members, click [Members] → [Add Member] → [Invitation Template Management] to set up the template for invitation emails to be sent to members.
Afterwards, you can send invitation emails to registered members at any time — in bulk or individually — from the [Invitation Status] tab.
Send the invitation email to members; members must complete registration via the email before they can log in!
Updating Member Information
What does this feature do? | Where is it used? | Reference Guide (click to open) |
• This feature sets up members' HR, contract, salary, career and education history, and personal information. | • Registered member information is used across flex features including payroll, attendance, and performance evaluations. |
Click [Members] - [HR Information Management] - [HR Personnel Action] in the upper right to change the HR information (organization, job function, job grade, etc.) of registered members.
Click [Members] - [HR Information Management] - [Bulk Information Change] - [Change Information] in the upper right to bulk change members' contract, salary, career and education history, and personal information. Changes can be made via web or Excel upload.
Try Additional Settings Too!
These are additional settings that help you use flex even more conveniently beyond the basic configuration.
Configure features as needed based on your operational situation.
📌 You can complete the following settings.
□ External service integration setup (Google Calendar, Slack)
External Service Integration Setup
In [Settings] - [Connection Settings], you can integrate with other products you are using. Currently, integrations with Google Calendar and Slack are supported.
Congratulations! 👏🏼
You have completed all the basic settings to get started with flex.
If you are also subscribed to other flex services, open the toggle (►) to view the setup guides!
If you are also subscribed to other flex services, open the toggle (►) to view the setup guides!
Service Name | Reference Guide |
Payroll | |
Performance Management | |
Expense Management | |
Electronic Contracts |
If you're curious about how to use flex in actual operations, also check out the 📃 flex Use Case Collection.
If you have any questions while using the product,
🔗 Search in the flex User Guide, or
💬 Click the chat icon (flex logo) at the bottom right of flex to leave an inquiry.
Here's where the flex chat icon is!
Here's where the flex chat icon is!
*If you're curious about what kind of support is available while using flex, also check out the flex Customer Support Guide and AI Consultation Usage Guide!