Getting started series

Hiring your first employee

Starting from an empty company, set up the lists an employee record needs, then add your first employee with their job, leave rules, salary and work shift, ready for attendance and payroll. Watch in order: each video creates something the next one picks from a list. 7 videos, 13 minutes.

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1:30 Part 1 of 7
Create your departments
Every employee belongs to a department, and the employee form cannot be saved without one, so create it first.
1:51 Part 2 of 7
Add job titles, job categories and employment statuses
The job details of every employee need a job title, a job category and an employment status, and a new company has none of them.
1:26 Part 3 of 7
Set up your leave types
An employee profile must include at least one leave type, so create your leave types before the profile.
1:46 Part 4 of 7
Create an employee profile
The Add Employee wizard asks for a profile on its Leave step, and the profile needs the leave types you just created.
2:10 Part 5 of 7
Add your first employee
Now every list the wizard asks for has something in it, so you can add the employee.
1:59 Part 6 of 7
Set the new employee's salary
An employee only leaves the drafts and can be paid once their salary is set and approved.
2:42 Part 7 of 7
Create a work shift and assign it
Attendance compares clock-in times with the employee's shift, so a new employee needs one before their first working day.

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