Use the set-up checklist

The set-up checklist lists the few things to do before your first pay run. Open it from Settings → Set-up checklist.

The steps

1. Check your branches and their states. See Add branches.
2. Add your staff. See Add a staff member or Import staff from a sheet.
3. Create your first shift. See Create a shift.
4. Set up a leave policy. See Create a leave policy.
5. Create a salary template. See Create a salary template.
6. Invite managers to help you. See Invite admins and managers.

Mark a step done

Select Mark done next to a step when you have finished it. Select Undo if you marked it by mistake. The checklist only keeps track for you; it does not block anything.