The Initial System Setup Wizard
This multi-stage process initiates your instance configuration. Accurate setup here ensures compliance across payroll, automation tracking, and internal routing structures.
Stage 1: General Corporate Information
This stage establishes your core localization values. You must define your master corporate business identity, primary regional operating address, and your base system functional currency.
Stage 2: Core Organizational Structure
Map your corporate operational hierarchy here. In this panel, you will dynamically create:
- Departments: Functional groups (e.g., Finance, Engineering, HR).
- Positions: Structured job classifications and operational designations across your departments.
Stage 3: Leave and Absence Entitlements
Input your baseline allocation numbers here. These rules govern the standard annual leave balance calculations, sick leave configurations, and regional public holiday structures applied to employee balances.
Stage 4: Workflow Approval Logic
Define the routing mechanics for employee-submitted records. Choose between automated approvals, direct single-tier manager authorization, or sequential multi-level structural routing (e.g., Manager validation followed by HR/Finance sign-off).
FAQ Section
Can I change my default system currency after finishing the setup wizard?
+Changing your base currency after transactions, contract values, or expense claims have been logged can lead to financial record mismatches. If a currency update is required after initial setup, please review active calculations or contact support before applying systemic modifications.
Do I have to add all company departments and positions right now in Step 2?
+No. You only need to input your primary core structure to initialize the platform instance. You can add more business departments, teams, or specialized job designations later via the Entities and Positions sidebar modules.
What happens to existing employees if I modify the Leave Entitlements rules in Step 3?
+Values configured during the wizard create the global template criteria. Changing master balance profiles later allows you to decide whether to update only newly onboarded profiles or retroactively apply modified balance templates to your active workforce.
Can I customize different approval flows for specific requests? For example, can Overtime go to a Manager but Expenses go straight to Finance?
+Yes. The configuration step in the wizard establishes your fallback master approval hierarchy. Once the system initializes, you can access advanced routing parameters to set up custom conditional approval rules for specific request categories.