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Company Setup: User Types, Departments, and Offices

Those types allow you to separate users into categories, department and location. 

✅ How to Create User Types

User types help categorize employees, such as full-time, part-time, or contractors.

Steps:

  1. Go to Staff™ → User Types in the left-hand menu.
  2. Click Create User Type.
  3. Enter:
    • Name (example: Full-Time, Hourly Employees, Contractors)
    • Optional Description
  4. Click Save.
  5. Assign users by clicking Assign Users under Actions.


    ✅ How to Create Departments

    Departments organize employees based on your company structure. This is useful for reporting and applying settings across teams.

    Steps:

    1. Go to Staff™ → Departments.
    2. Click Create Department.
    3. Enter:
      • Name of the department
      • Choose a color to represent the department (can display in Time-Off™ calendar)
    4. Click Save.
    5. Assign users by clicking Assign Users under Actions.

    Find out how to assign managers to users here.


      ✅ How to Create Offices

      Offices represent different company locations. By default, new users are assigned to Head Office.

      Steps:

      1. Go to Staff™ → Offices.
      2. Click Create Office.
      3. Enter:
        • Name (example: city or town where the office is located)
      4. Click Save.
      5. Assign users by clicking Assign Users under Actions.

      Tip: Paid holidays can be assigned based on office location, which is helpful for companies with offices in different countries.