First-week checklist

What this page covers

This checklist helps a new employer team move from first access to daily operations without missing the most important setup work.

Week-one priorities

1. Confirm who needs access to the employer portal and who only needs the employee-facing flow.
2. Review employer and organisation settings, including company details, contacts, bank accounts, and payroll-related configuration.
3. Add or review users and roles so the right people can manage planning, payroll, and settings.
4. Check employee records, contracts, and supporting documents.
5. Configure planning basics such as teams, tasks, locations, events, occupancy templates, checklist templates, and planning rules.
6. Make sure kiosk devices are activated if employees will clock in and out on-site.
7. Review the payroll and documents areas so the finance team knows where to find periods, accountancy views, reports, and shipment documents.

Tips

• Treat settings and permissions as the foundation. Most confusion later comes from incomplete setup or mismatched access.
• If you run several locations, align your planning locations, events, and occupancy templates before publishing your first schedule.
• Walk through one real day from planning to time entry to payroll review before onboarding a larger team.

Related guides

• Settings and organisation
• Planning and availability
• Kiosk clock