Staff Setup Checklist

✅ Where Do You See the Setup Checklist?

• In Staff, at the top of the left navigation pane, you will see a link to the Setup Checklist.
• If you have selected Permanently Hide the Checklist, it will no longer appear.

Checklist Items

1. Create your departments
   Departments can be set up and assigned to match the structure of your company.

2. Create your offices
   If your company has employees in more than one office, you can create offices within the system to classify them.

3. Provide your paid holidays
   Paid holidays can be assigned individually to different offices, which is useful if your offices are spread across different countries or states/provinces.

4. Set your default module access
   Make sure every user has access to the right modules by default.

5. Create your users
   Create users individually by selecting Create User, or use the Import Users feature to create multiple users at once.

6. Review your account settings
   Ensure you have the correct profile view/edit settings for employees and managers.

Final Step

Once all modules are configured and set up, send the Welcome Email  to allow your users to access their account.