We have prepared a getting started guide for admins setting up flex for the first time.
Follow the steps below to build an HR operating environment tailored to your company. 🚀
*You can also follow the full setup process with a video guide. [📽️ Go to video guide]
Step 1: Basic Settings
These are the foundational settings needed to use flex's many features.
The information you configure here becomes the reference data for work, leave, approvals, and more.
📌 Settings covered in this step:
□ Company information
□ Organization and HR information
□ Company documents and HR files
Company Information and Company Seal
What does it do? | Where is it used? | Reference guide (click) |
Register your company's basic information. | Company info appears on employment certificates and career certificates. |
Go to [Settings] → [Company Info] → [Company Basic Info] and add the representative.
The representative must be registered as a flex member first.
Certificate issuance (employment/career) requires a registered representative!
Fill in the remaining company basic information.
Click [Company Seal] → [+ Register Seal] to create an electronic seal or upload a seal image.
For the seal image, a 1:1 ratio at 180–200px is recommended.
HR and Member Information Settings
What does it do? | Where is it used? | Reference guide (click) |
Manage your company's organizational structure and member information systematically. | Forms the foundation for all HR management features. |
Go to [Settings] → [HR · Member Info] to set up your company's organizations, positions, titles, and roles.
Organizations must exist before you can assign members, set approval policies, and more.
Click the [+] button in the top right, type an organization name, and press Enter to add it.
Select and drag an organization, or use the three-dot menu to move or nest it as a sub-organization.
Use [Apply Date] to set when the new org structure takes effect.
To apply immediately, leave the [Apply Date] as-is.
To apply from a future date, change the [Apply Date] to a future date.
📄 Also set up document storage and HR file registration!
📄 Also set up document storage and HR file registration!
Document Storage Settings
In [Settings] → [Document Storage Settings], create a [Document Storage] folder for HR files.
All member profiles will have the document storage added, and you can request file uploads when inviting new members.
Company Document Registration
In the [Documents & Certificates] menu, register official company documents (business registration certificate, work rules, etc.) to share with members.
You can also add custom company documents beyond the defaults for convenient sharing!
Note: only business registration certificates and work rules can be registered under default documents; all others must be added via [Add Document].
Step 2: Work Settings
Configure work types and work policies to match your company's work style.
Work settings become the standard for attendance records, work hour management, and attendance operations.
📌 Settings covered in this step:
□ Work type matching employment contracts (fixed/staggered/flexible/shift)
□ Work policy matching company operations (business trip, remote, outside work, etc.)
Creating Work Types
What does it do? | Where is it used? | Reference guide (click) |
Configure the work system agreed upon in employment contracts. | Serves as the basis for work hours, overtime, and payroll. Configure to match your contracts and operations! | 📃 How to Register Work |
Go to [Settings] → [Work Types] to configure work types for your company.
Work Type | Description | Reference guide (click) |
Fixed Hours | Suitable for office workers with fixed start/end times. (e.g. 9am–6pm) | |
Staggered Hours | Suitable for office workers with flexible start times within an agreed window, needing to meet a daily prescribed hours target. | |
Flexible Hours | Suitable for IT companies and startups where employees have no fixed hours and self-determine daily hours within a total work-hours range. | |
Shift Work | Suitable for hospitals, manufacturing, heavy industry, and service industries that require shift scheduling. |
Once you select a work type, configure the following detail settings for each type:
Setting | Description |
Basic Settings | Work days, start time, work hours, break time, and other work type attributes. |
Overtime Recording | Overtime entry unit, minimum overtime hours, and other overtime input policies. |
Real-time Work Recording | On-time arrival tolerance, clock-out processing method, and other real-time recording settings. |
Auto Work Recording | Configure work records to be automatically filled in each day. |
Advanced Settings | Settings related to statutory restrictions, configurable to match your company and work type. |
If you have already registered members, apply the work type right away.
If you have already registered members, apply the work type right away.
When changing work types, pay attention to the [Apply Date]. The apply date determines work cycle boundaries.
For Mon–Fri workers: use the first day of the work cycle as the apply date (e.g. Monday)
For monthly flexible work: use the first day of the cycle as the apply date (e.g. Oct 1)
1. Change work type per member
[Member Profile] → [HR Info] → [Work Info] → [Change]
Select the work type, specify the change apply date, and click Save.
2. Bulk change work type for many members
[Member Management] → [HR Info Management] → [Bulk Info Change] → [Change Info]
Work Policy Settings
What does it do? | Where is it used? | Reference guide (click) |
Criteria for classifying a member's work mode. e.g. remote, field work, business trip | Set separate operating standards for different work modes (remote, field, trip), or share member work status with the team. |
Go to [Settings] → [Work Policy · Approval] → [Work Policy].
Click [Add] in the top right to add work policies beyond the defaults.
Policies marked [Required] represent regular office work.
Default policies provided by flex can be edited and customized.
Want to restrict work registration to specific locations only?
Want to restrict work registration to specific locations only?
You can restrict work locations by GPS or IP, and apply location restrictions per organization.
See this guide (click) for details.
For shift workers across multiple locations, set location restrictions per organization for more efficient management.
Using a SECOM/CAPS/KT Telecop access control system?
Using a SECOM/CAPS/KT Telecop access control system?
Attendance records from SECOM, ADT Caps, and KT Telecop access control systems can be automatically synced with flex real-time work recording.
Requires subscription to the "Access Control Integration" add-on. Subscribe in Settings → [Subscription & Billing Management].
See the guide below for details:
Step 3: Leave Settings
Configure annual leave, statutory leave, and contractual leave to match your company's leave policy.
Establish member leave usage standards and manage leave systematically.
📌 Settings covered in this step:
□ Annual leave accrual and policy per company rules
□ Statutory leave per legal requirements (maternity, health, military call-up, etc.)
□ Contractual leave per company operations (bereavement, refresh, summer vacation, etc.)
Annual Leave Policy Settings
What does it do? | Where is it used? | Reference guide (click) |
Defines how annual leave is accrued, how it is used, and when it expires for members. | Run different leave policies per organization or contract type, automate leave balance adjustment for departing employees, or automate leave urging. |
In [Settings] → [Annual Leave Settings], modify the default policy or click [Add Annual Leave Policy] to create a new one.
Use departure employee leave adjustment and annual leave urging settings to automate leave settlement and urging!
Want to import leave records from before you started using flex?
Want to import leave records from before you started using flex?
Go to [Attendance Management] → [Leave Management] → [Monthly Leave Usage] → [Upload Leave Usage] to bulk-upload past leave records via Excel.
See the guide below for details:
Statutory and Contractual Leave Settings (Custom Leave)
What does it do? | Where is it used? | Reference guide (click) |
Set up statutory leave required by law beyond annual leave (maternity, spouse maternity, family care leave, etc.) and contractual leave per company policy (refresh, birthday, health checkup, incentive leave, etc.). | Grant and manage statutory/contractual leave per company policy, with admin approval and monitoring. |
In [Settings] → [Custom Leave], items marked Required are legally mandatory leave types.
Required leave cannot be deleted — click each one to configure it to match your company operations.
For additional company-specific leave types, click [+ Add Custom Leave] to create them.
Frequently used types like refresh leave, sick leave, and summer vacation are provided by default.
Step 4: Operations Setup
Almost there! Configure approval policies and permissions to match your company's operations.
📌 Settings covered in this step:
□ Approval policies for electronic approvals, work, leave, etc.
□ Permission settings and assignments matching your org structure
Approval Policy Settings
What does it do? | Where is it used? | Reference guide (click) |
Manages all approval processes within the company. | Configure approval settings for work, leave, electronic approvals, member info, and more. |
Manage all company approval policies in [Settings] → [Approval Policy Management].
Click [Approval Templates] in the top right to create reusable templates for common approval policies — apply them to multiple policies at once.
Permission Settings
What does it do? | Where is it used? | Reference guide (click) |
An important setting that grants feature-specific permissions to members based on your company policy and structure. | Affects a wide range of areas including menu access, data viewing and editing, and settings changes. |
View and configure permission groups in [Settings] → [Permission Settings].
Beyond the default Super Admin, Team Lead, and Basic permission groups, click [+ Add Permission Group] to create custom groups.
A checked checkbox in a permission group means that permission is granted.
Click [+ Add] to add members to a permission group.
Step 5: Member Registration and Invitation
You have completed all the basic setup!
Now let's register members and start using flex.
📌 Settings covered in this step:
□ Register and invite all members
□ Register member information (basic, HR, attendance, contract, payroll info, etc.)
Adding Members
What does it do? | Where is it used? | Reference guide (click) |
Register company employees (members) in flex. | Members must be added for HR management. |
Anyone with an email address can be added — including pre-start hires, active employees, and former employees.
Click [Member Management] → [Add Member] to register members.
After registering member info, send the invitation email using "Invite Later"!
After registering members, click [Member] → [Add Member] → [Invitation Template Management] to configure the invitation email template sent to members.
Then, from the [Invitation Status] tab, send invitation emails to registered members — individually or in bulk — at any time.
Members must complete registration through the invitation email before they can log in!
Updating Member Information
What does it do? | Where is it used? | Reference guide (click) |
Configure HR info, contracts, salary, career history, education, and personal info for each member. | Member info is used across flex features including payroll, attendance, and performance management. |
Click [Member] → [HR Info Management] → [HR Reassignment] in the top right to update registered members' HR info (org, role, grade, etc.).
Click [Member] → [HR Info Management] → [Bulk Info Change] → [Change Info] in the top right to bulk-update contract, salary, career, education, and personal info — via web or Excel upload.
Additional Settings
Beyond the basic setup, these additional settings help you get the most out of flex.
Configure features as needed for your operations.
📌 Settings covered:
□ External service integration (Google Calendar, Slack)
External Service Integration
In [Settings] → [Connection Settings], you can integrate flex with other services you use. Currently Google Calendar and Slack integrations are available.
Congratulations! 👏🏼
You have completed all the basic setup to get started with flex.
If you subscribe to other flex services, open this section to see setup guides!
If you subscribe to other flex services, open this section to see setup guides!
Service | Reference Guide |
Payroll Settlement | |
Performance Management | |
Expense Management | |
Electronic Contract |
If you are curious about how to leverage flex in real operations, check out the 📃 flex Use Case Library as well.
If you have questions while using flex:
🔗 Search in the flex Help Center, or
💬 Click the support icon (flex logo) in the bottom right of flex to send us a message.
Here is where the flex support icon is!
Here is where the flex support icon is!
*For information on what support is available while using flex, see the flex Customer Support Guide and AI Chat Guide.