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Organization Setup

For detailed setup instructions, see Setting Up Your Organization. Here are the key steps:

  1. Complete onboarding when you create the organization: name, location (timezone, currency, language), departments, shifts, and employment types.
  2. Add employment types (Full-time, Hourly, Daily) and set norms (e.g. base hours) for full-time so cost and overtime work correctly. See Configuring Employment Types for details.
  3. Create shift templates (e.g. Morning, Afternoon) before building schedules. See Creating Shift Templates for details.
  4. Configure time off types (Vacation, Sick, etc.) so you can assign and request time off from day one. See Managing Time Off Types for details.
  5. Add employees, assign departments and employment types, set pay and PINs, then assign first shifts. See Adding Employees and Understanding PINs for details.

Naming Conventions​

  • Organizations: Use a clear, recognizable name (e.g. your business or brand).
  • Departments: Short, consistent names (e.g. Kitchen, Dining, Sales) so filters and reports stay readable.
  • Shift templates: Names that reflect time or role (e.g. Morning, Night, Bar).
  • Employees: Use First name and Last name as in official records so search and lists stay consistent.

Department Structure​

  • Keep departments to a manageable number. Too many can make filtering and scheduling harder.
  • Use the description field to clarify who belongs where, especially for new managers.
  • Delete (deactivate) departments only when they're no longer in use, and reassign affected employees first.

Employee Organization​

  • Assign one department per employee so filters (employees, time logs, schedule export) work as intended.
  • Set employment type and pay (salary/hourly/daily) accurately; the app uses them for cost and overtime.
  • Use active / inactive instead of deleting old employees if you need to keep history.

Next: Time Clock Deployment