Set up your company
The first steps for a company administrator: branches, structure, positions, employees and roles.
When your company's account is ready, its administrator receives a sign-in link. These are the first things to set up, in this order.
1. Branches
Go to Company → Branches. Add each branch (up to the number your license allows), upload its logos and pick the main branch. Each branch has its own country, currency and time zone.
2. Organization structure
Go to Company → Organization structure and add your work locations, departments, sections, projects and hierarchy groups. Every employee record links to these.
3. Positions
Go to Company → Positions and add your job titles.
4. Employees
Add employees one by one or import them from a spreadsheet. See Add employees and Import employees.
5. Roles
Go to Company → Roles and permissions to give your HR team, managers and payroll team the access they need. See Roles and permissions.
6. System preferences
Under System preferences set up leave types, holidays, shifts, approvals and payroll rules before you start running them.
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