To set up your account in the best possible way, simply follow these steps:
- Add your Company's basic data
- Add employee's data
- Set up Time off
- Import Time off data
- Set up Workflows
- Upload documents and templates
- Welcome Wizard
- Invite your employees
- Profiles and permissions
For each import, you will get an excel template from our Customer Sucess team. So that you just have to fill in your existing data.
If you need any assistance during the implementation, don't hesitate to contact us at email@example.com. We are happy to help you!