First setup

Go through the steps in order: each one builds on the previous. For most organizations setup takes a few hours.

1. Organization and branding: organization details, logo and colours. See Organizations and License and branding.
2. General settings: working week, weekend days, notification email address, work locations. See General settings.
3. Holidays: import the public holidays for your country. See Holidays.
4. Leave types: paid, unpaid, sick leave and your own types, with accruals if needed. See Leave types and accruals.
5. Request rules: substitutes, part days, deadlines, restrictions. See Request rules.
6. Roles: who is administrator, HR, finance and last level of approval. See Roles and access.
7. Approval process: the steps and who gets notified. See Approval process.
8. Users: create them manually or import from Excel. See Users.
9. Invitations: send them once everything is ready.

Tip

Try the process with two or three colleagues before inviting everyone. You will see the notifications and documents from the employee’s point of view.

All settings are saved with the Save button in the bottom right. Go to calendar next to it takes you back to the calendar.