Getting started

Most of the configuration is optional and has sensible behaviour when absent — but the first four steps below are not, because everything downstream is scoped by them. This covers the HR half; the work half has far less to set up and is in Setting up work management.

1. 1

   Create the organisation

   This is the tenant boundary. Every record in the product belongs to exactly one, and nothing crosses between them.

2. 2

   Add your legal entities

   One per company that actually employs people. An entity carries its country, its currency and its standard working day — the last of these is what turns stored minutes into the days people read.

3. 3

   Define working patterns

   Which days somebody works and for how long. Without one, a person has no scheduled hours: no capacity, no working-days leave arithmetic, and no cost figure.

4. 4

   Add holiday calendars

   National, regional and company calendars compose rather than compete — a US worker observes federal, state and company days together.

5. 5

   Add people

   Each person needs a first engagement, which is what gives them an entity, a work country and therefore a set of rules. See Adding people.

6. 6

   Set leave policies

   Presets exist for several jurisdictions as starting rows to edit. A tenant with no policy still works — people simply have no entitlement until one is configured.