Set up your company
Give your team a company identity and structure before you begin everyday work.
- Create your account and verify your email, then complete company setup.
- Open Company Settings to add your business details and logo.
- Create the branches and departments that reflect your organisation.
- Review attendance location settings for the branches that require them.
Invite and activate employees
An employee record and a sign-in account need to be connected before employee self-service is ready.
- Create the employee record with the correct name, email, branch and department.
- Send an invitation to the intended email address.
- The employee accepts the invitation using their verified account.
- The company owner or HR administrator reviews the accepted account and links it to the correct employee record.
Prepare for the first clock-in
Complete the company attendance setup before employees begin their working day.
- Confirm the employee is active, linked and assigned to the appropriate branch.
- Configure the branch's attendance location if location checks are required.
- Complete the supported device registration and approval steps.
- Assign a published shift where needed, then have the employee open Attendance to clock in.
Assign work and review evidence
Give employees enough context to understand the expected outcome.
- Create a task with a clear title, description, priority and due date.
- Assign it to an employee within your authorised team.
- The employee opens their task, updates progress and submits evidence where needed.
- Review the submission and use the available task actions to record the outcome.
Manage leave requests
Set leave categories before asking employees to submit time-off requests.
- Create the leave types your company uses and add annual allowances where appropriate.
- The employee selects a type, dates and reason, then reviews the requested duration.
- An authorised reviewer approves or rejects the request.
- Employees can check the decision in their leave history; approved leave is recognised in attendance operations.
