Step 1: Add employees

  1. Go to People page
  2. Click on Add employee button
  3. Complete the form by filling in the mandatory fields: First name, Last name and E-mail
  4. Optionally you can enter employee's start date, which will be used for calculation of vacation allowance for new hires. 
  5. By checking the Send login details, employee will get an invitation link and will be able to complete his own profile with further information.

Step 2: Add positions

Positions are recurrent job titles in the company, like 'senior manager' or 'consultant’. A position can be assigned to several employees. An employee can be assigned to a single position. Employees' positions will be visible to all employees.

Create position

  1. Go to Company page
  2. Open the Positions tab
  3. Click on Create position button
  4. Enter position name (must be unique)
  5. Click Save and continue

Step 3: Add teams

You can create teams to group employees in your company, like in departments or in units. A team is a group of members with one or several managers.

Create team

  1. Go to Company page
  2. Open the Teams page
  3. Click on Create team
  4. Enter position name (must be unique)
  5. Click Save and continue

Step 4: Add locations

Locations can be used to group employees by their geographical location, like cities or countries.

Create a location

  1. Go to Company page
  2. Open the Locations tab
  3. Click on Create location button
  4. Enter location name (must be unique)
  5. Click Save and continue

Step 5: Set up time off types

Standard time off types

Vacation and Sick leave are standard time off types. You can create other types like Training or Remote and enable them in any time off policies then.

Add custom time off type

  1. Go to Time off page
  2. Open the Types tab
  3. Click on the Add type button
  4. Enter time off type name (must be unique)
  5. Click Add button

Step 6: Define time off policies

Time off policies define the rules that will be applied to the employees. You can create several policies if your employees have different time off allowance i.e. yearly amount of vacation allowance they are entitled to take.

You can numerous time off policies to group your employees e.g. Full-time employees, Part-time employees, Trainees, Freelancer etc.

Create time off policy

  1. Go to Time off page
  2. Click Create policy button
  3. Enter policy name (must be unique)
  4. Click Save and continue
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