Useful tips before you get started

• The Account Owner is usually the Managing Director or HR Manager – they will be the person with authority to view all the HR information in your company
• As the Account Owner, you register the company and set up the user accounts so you can manage them accordingly
• If you have more than one Office then each will need to be added separately. You can add as many offices as you need to, but do one office at a time so that all the information can be kept together. We recommend adding your Head Office first; this is because we automatically assign Head Office status to the first office you add, although you can change this later if needed
• You’ll be able to assign Departments and staff to each or any of your offices in turn. Offices and departments can ‘collaborate’ with each other so that everyone can view all the relevant information, such as Holidays, Announcements and shared Training
• Staff are designated as either Managers or Employees
• Some of your staff may work within more than one department, so you can add them to every relevant listing and they’ll be grouped accordingly
• Staff are always assigned to departments rather than a specific office, as some of them may work between different locations
• Managers are able to view and manage all Employees and their holiday requests, within the departments they have responsibility for
• Every time you create a new member of staff, we’ll send them a welcome email telling them their account has been set up, and giving the details they need to log in with to complete and activate their user account. We'll continue to send them regular reminders until they complete the onboarding process 

 It's easy to update settings and information from within your account, so don’t worry if you need to change any details later on.