Initial system setup

Complete these steps before employees start working with the system.

1. Organization details – ☰ → Settings → Organization. Enter the logo, contacts, offices and organizational structure. See Organization details.
2. Work calendar – ☰ → Settings → Work calendars. Download or set the non-working days for the current year. See Work calendars.
3. Job positions – ☰ → Settings → Job positions. Enter at least one job position. See Job positions.
4. Activities – ☰ → Settings → Activities. Enter the lines of work for which working time will be recorded. See Activities.
5. Tags – ☰ → Settings → Tags. Enter the tags you already know you will use. You can add new ones at any time. See Tags.
6. Employees – enter the employees and grant them access. See Add an employee and grant access.
7. Clients – enter the clients. See Add a client.