Quick Start Guide

Get up and running with Omeny in 5 minutes. This guide provides a high-level overview of the essential steps. For detailed instructions, follow the links to the full documentation.

5-Minute Setup Overview

Step 1: Create Account → For New Users

• Sign up with your email and password
• Verify your email address
• Log in to Omeny

Step 2: Create Organization → Setting Up Your Organization

• Enter organization name, industry, and location
• Add at least one department
• Skip optional steps (shifts, employment types) for now
• Complete the setup wizard

Step 3: Add First Employee → Adding Employees

• Go to Employees page
• Enter name and create a 4-digit PIN (see Understanding PINs)
• Select department
• Save employee

Step 4: Set Up Kiosk → Setting Up a Time Clock

• Go to Organization Settings → Devices
• Generate an authentication code
• On your kiosk device, enter the 8-digit code
• Device is now authenticated

You're Ready!

• Employees can now check in/out using the kiosk
• You can add more employees as needed
• Configure additional settings when you have time

Essential Next Steps

After the quick setup, prioritize these tasks:

1. Add All Employees → Adding Employees

   • Add all your employees to the system
   • Assign them to departments
   • Set their employment types

2. Configure Employment Types → Configuring Employment Types

   • Set up how employees are paid
   • Configure base hours and calculation methods
   • Important for accurate payroll

3. Create Shift Templates → Creating Shift Templates

   • Set up your most common shifts
   • Makes scheduling much faster

4. Set Up Time-Off Types → Managing Time Off Types

   • Configure vacation, sick leave, etc.
   • Employees can request time off

5. Train Employees → Using the Time Clock

   • Show employees how to use the kiosk
   • Make sure they know their PINs (see Understanding PINs)
   • Explain the check-in/check-out process

Testing Before Going Live

Before going live with all employees, test the system:

1. Set Up a Test Kiosk → Setting Up a Time Clock
2. Test Check-In/Check-Out → Using the Time Clock
3. Verify Time Logs → Viewing Time Logs
4. Test Scheduling → Understanding Shifts

Common Setup Mistakes to Avoid

1. Skipping Department Setup - Set up departments before adding employees
2. Not Configuring Employment Types - Affects payroll calculations
3. Weak PINs - Use unique PINs, avoid obvious ones like 1234 (see Understanding PINs)
4. Not Testing First - Always test with one employee before going live
5. Forgetting to Set Up Kiosk - Employees can't check in without an authenticated device

Need More Help?

• Detailed Setup Guide: Setting Up Your Organization
• Employee Management: Employee Management
• Kiosk System: Kiosk System
• Best Practices: Best Practices
• Troubleshooting: Troubleshooting

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Next: Organization Management