Get started
Set up your company, your office, departments, clock-in rules and leave types, then add your first employee.
- For:Owner and HR administrator
- Takes:15 minutes, once
- On:phone or computer
Before you start
- You are the Owner or an HR administrator.
- You are in the office, if you want to set its location from your phone.
Work down the list
- Open the menu and press Settings, then Get started. Work down this list. Each step opens here and your work is saved when you press the button. You can stop and come back at any time.
- Press Start on the step marked Next. Steps marked Needed before you add people must be done before you add anyone.
9:28
Search pages and peopleRK
Get started
1 of 6 doneSetup in progress
Finish the steps marked before adding people. They take a few minutes.
- Your companyDoneCompany name and registered address are saved. Registration numbers and bank details can wait until you run payroll.Edit
- Your officeNext · Needed before you add peopleAdd your office address so people can be given a place to work.Start
- Departments and designationsTo do · Needed before you add peopleAdd at least one department and one designation so each person can be placed.Start
- Clock-in rulesTo do · RecommendedSet the clock-in rules: what staff must capture and how close to the office they must be.Start
- Your company: fill in Legal name, Short name, Financial year starts, Time zone and the Registered address, then press Save and continue.
- Your office: fill in Office name and the address. Press Use my current location while you stand in the office, or type the Latitude and Longitude. Check Clock-in distance, in metres, then press Save and continue.
- Departments and designations: type a name and press Add. Add at least one of each.
- Clock-in rules: read the suggestion and press Use these.
- Leave types: the suggestion is Casual leave, 12 days a year and Sick leave, 6 days a year. Press Add these. That one press saves the leave types and credits everyone's leave days; you see a message that starts Leave types saved. If the leave types already exist, the same button says Credit leave days and only credits the days.
- Add your first employee: press Add employee.
- When every step is done, press Finish setup. You see Setup is recorded as finished.
Watch out
The suggested clock-in rules take no selfie and no location, so staff can clock in from anywhere. Clock-in distance, in metres is used only once you turn on a distance limit. You can turn on a selfie, a location or a distance limit later on the attendance page.
Tip
Steps marked Recommended do not stop you adding people, but staff cannot clock in or ask for leave until they are done. Next, decide who does what: see Roles and access.
If something goes wrong
| What you see | What to do |
|---|---|
| Your browser did not share your location. Allow location for this site in the address bar, or type the latitude and longitude. | Allow location for the site in your browser, or type the two numbers from a map. |
| The clock-in distance must be between 25 and 5000 metres. | Type a number from 25 to 5000 in Clock-in distance, in metres. |
| That time zone is not valid. Use a name such as Asia/Kolkata. | Type the time zone name, for example Asia/Kolkata. |
| Finish the steps marked above first. Each person needs a department, designation and office. | Finish Your company, Your office and Departments and designations first. |
| Not finished yet. Still open: Leave types. | Open the step named in the message and finish it. |
| Setup changed in another window. Reload this page, then save again. | Reload the page and save again. |
| Your role cannot change this. Ask the owner or an HR administrator. | Ask the Owner or an HR administrator to do this step. |