Set up foundational records before inviting employees. This keeps approvals, reporting, and self-service from starting with missing data.
- Open Company Setup and create locations, departments, positions, and pay types.
- Create roles and confirm which users should be admins or managers.
- Create PTO policies before employees begin requesting time off.
- Add or import employees, then assign managers, locations, departments, positions, and policies.
- Invite employees after their records are complete.