Start here: set up HR step by step

Steps

1. 1

   1. Add the employee

   HR → “Employees” → “Add employee”. Name and ID are required; type the mobile number: it is their portal login. Then “Save”. Fill the department, contract, and salary in the “Job profile” tab afterwards (the “Employee profile” walkthrough).

2. 2

   2. The shift

   HR → “Shifts” → “New shift”: name, start, end, grace minutes, and rest days, then “Save”.

3. 3

   3. The attendance point and its code

   HR → “Attendance points” → “New point”: name and branch, then “Use my current location” while on site, and the radius in meters. After saving press “Print code” on the point row and hang it on site.

4. 4

   4. Assign the shift and point

   “Employees” → open the employee → “Job profile” tab. The “Attendance” section comes after “Work and contract”: choose the shift and assigned points, then scroll to the end and press “Save profile”.

5. 5

   5. Invite the employee

   On the employee page open the “Employee portal” tab. The login mobile comes from their record and can be changed. Press “Invite to portal”, then “WhatsApp” or “Copy”. The link is valid for 7 days and works once.

6. 6

   6. The employee activates

   The employee opens the link on their phone and sets a password, which binds their device. Then they sign in from the mobile app or the employee portal page with mobile and password, no OTP.

7. 7

   7. The first scan

   In the portal press “Record attendance” and scan the point code within the radius: check-in is recorded. The next scan that day is check-out. You see it in “Daily attendance”.