Chapter 2 of 12
Getting started: the eight setup steps
Set up your company in eight steps, in the right order.
Set up your company in the order below. Most later screens ask you to pick a branch, department or leave type, so those need to exist first.
- Organization profile
- Branches
- Departments and designations
- Leave types and holidays
- Configuration per branch
- Payroll settings
- Roles and users
- Add employees
Work left to right. Each box is a menu item in the admin panel.
| Step | Where to find it | What to set |
|---|---|---|
| 1. Organization profile | Organization Setup → Organization Profile | Company name, logo, address |
| 2. Branches | Organization Setup → Branches | One entry per office or site. Rules for attendance, comp-off and payroll are set per branch. |
| 3. Departments and designations | Organization Setup → Departments / Designations | Your team structure and job titles. Each designation can have its own permissions. |
| 4. Leave types and holidays | Organization Setup → Leave Type / Holidays | Casual, sick and other leave types; the yearly holiday list |
| 5. Configuration | Organization Setup → Configuration | Office timings, penalties, check-in method, geo-restriction, comp-off, missing clock-out and auto leave, for each branch. See Time & Attendance. |
| 6. Payroll settings | Payroll → Settings | Pay schedule, salary components, salary structures, overtime policy, payslip layout |
| 7. Roles and users | Access Control → Roles & Permissions / Users | Who can see and change which screens |
| 8. Employees | Employees → Add | Add people one by one or import a sheet |
If your company has more than one branch, pick the branch at the top of each settings screen before you save. Settings saved for one branch do not change another branch.
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