Help | Onboarding

Onboarding > Entities

For creating new entities the Entities menu shall be accessed.

The fields that have to be filled in are:

  • Name;

  • ID (two characters representative for each entity);

  • Country;

  • Currency;

  • The number of standard vacation days for employees;

  • The month when the salaries are to be paid (current month or next month).

Onboarding > Invite users

For onboarding, the entity is selected and the email address of the new user shall be added.

The new user will receive a message with instructions to configure the access in the application.

Once entered in the application the new user cannot see the modules because the profile is not configured yet.

Onboarding > Enroll employees

From the initial account the following menu shall be accessed: Human resources > Organization > Pending employees.

The employee that is in pending status is added to the organization.

Settings to add the employee to the organization:

  • Hire date

  • End date

  • Employee type

  • Entity

  • Employee position (if there is no position available, a new position can be created)

  • Team (is there is no team available, a new team can be created)

  • Daily working hours

  • Annual vacations

For more details please visit Human Resources > Active employees and Pending employees.

Onboarding > User management

To configure the access rights the following menu shall be accessed Users > User name > Roles.

The available roles are:

  • Admin (full access);

  • Top Manager (full access);

  • Project Manager (access in the Project module on his own projects);

  • Account Manager access in the Project module on his own projects);

  • Head of PM (full access the Projects and Invoices module);

  • Head of AM (full access the Projects and Invoices module);

  • HR Manager (full access on HR module);

  • Accountant (full access on Invoices module).

The standard role for an employee is “Employee”. This role is implicit and the user has access to his own Timesheet. If the employee is a manager and has subordinates he will be able to see its own team activities in Timesheet.