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Your first steps on kiwiHR
Your first steps on kiwiHR

How to configure kiwiHR easily

Updated over a week ago

The configuration of kiwiHR is simple and fast. Here is a list of 6 steps to follow in order to facilitate your startup.

Step 1: Define the functions

Go to Settings / Configuration / Company structure / Positions

A position allows you to assign a title to the employee according to his responsibilities (Project Manager, HR Manager, ...).

A position can be assigned to several employees. You can create, modify or delete functions according to your needs.

Step 2: Add the teams

Go to Settings / Configuration / Company structure / Teams

A team allows you to group your employees into departments or services (Marketing, IT, ...). A team can have one or more managers with additional rights on the team members.

A team can be assigned to several employees.

You can create, modify or delete teams according to your needs.

Step 3: Define the company's locations

Go to Settings / Configuration / Company structure / Locations

A location allows you to group employees by location (London, Manchester, Dublin, etc) and to apply public holidays corresponding to the site.

A location can be assigned to several employees.

You can create, modify or delete sites according to your needs.

Step 4: Add time off policies

Go to Settings / Configuration / Company structure / Time off / Policies

The policies define the accrual of allowance and the periods of usage of employee time off. They are composed of customisable time off types.

A policy can be assigned to several employees.

You can create, modify or delete policies as needed.

Step 5: Define the work schedules

Go to Settings / Configuration / Company Structure / Attendance / Work schedules

Work schedules define the days and hours that employees work. Schedules also allow for overtime and meal ticket rules.

Schedules can be assigned to multiple employees.

You can create, modify or delete as many schedules as needed.

Step 6: Add employees to kiwiHR

Go to People

You can add an employee by completing his or her file or add several employees at once by sending email invitations.

Step 7: Approval Flows (Plus)

The approval flows allow you to define the employees who are responsible for validating absence and expense requests. It is also possible to create a two-stage process and select one or more final approvers.

You can create, modify, or delete the new processes according to your needs.

If no approval flow is created, the standard approval flow will apply, which means that the manager assigned to the team will be responsible. This cannot be changed or deleted.

You can find more information about approval flows here.

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