STEP 01
Confirm access and scope
Use the credentials provided after the company request and access review. Confirm the included modules, company access period and the administrator responsible for setup before adding employee records.
STEP 02
Establish company structure
Review company settings and branding, then create the branches, departments and designations you need. Define shifts and attendance rules before recording a full attendance period.
STEP 03
Prepare a small reviewed rollout
Add an employee record, check organization assignments and permissions, and verify attendance and leave access. Review salary settings with a qualified payroll reviewer before the first payroll run.
Before you finish
- Company and module access matches the agreed scope.
- Sensitive employee fields are reviewed before upload.
- The setup owner has tested the first employee workflow.
