Company Setup Wizard
The first time an administrator signs in to ShiftCare HR, a guided setup wizard opens automatically. It walks you through six steps that configure the essentials for your company - industry, departments and positions, leave types, benefit types, and your first team members.
You don't have to finish it in one sitting. Your progress is saved as you go, and every setting can be changed later from the relevant module.
Before you start
- The wizard appears for administrator accounts on first sign-in. It does not appear for HR or employee accounts.
- A step indicator across the top shows all six steps - Company, Structure, Leave, Benefits, Team, Finish - and marks the ones you have completed.
- Use Next to save the current step and move forward, or Back to return to a previous step. Back is unavailable on step 1.
If you close the wizard you'll be asked to confirm under Exit Setup?. Your progress is saved, and the wizard resumes from where you left off next time you sign in.
Step 1 - Company
Tell us about your business so the experience can be tailored to your industry.
Fill in What's your industry? and press Enter.
This updates your company's industry type, which you can also change later in Settings > Company Settings.
Step 2 - Structure
Set up the departments and positions that make up your organisation.
- Departments - type a department name and press Enter to add it. Add a few to begin with, for example Management or Support.
- Positions / Roles - type a position name and press Enter to add it, for example Manager or Cleaner.
Each entry appears as a tag. Click the × on a tag to remove it.
Anything you add here becomes available in Organization > Departments and Positions, where you can add department heads, descriptions, and members later.
Step 3 - Leave
Enable and configure the leave types your company offers. The wizard lists the available leave types with three settings each:
| Column | What it does |
|---|---|
| Leave Type | Toggle on to enable this leave type for your company |
| Max Hours/Year | The number of hours employees are entitled to each year |
| Paid/Unpaid | Whether the leave type is Paid or Unpaid |
Only the leave types you enable here will be available to employees when they request leave.
Entitlements at this step are set in hours per year. Additional configuration - accrual frequency, carry-over, and reset logic - is available afterwards in Holiday & Leaves > Leave Types.
Step 4 - Benefits
Define the categories of benefits you provide, for example Medical or Employee Perks.
Type a benefit type and press Enter to add it. Each entry appears as a tag, and you can remove one by clicking the ×.
These become your benefit types in Benefits > Benefits Type, where you can add individual benefits under each category later.
Step 5 - Team
Add your first team members so they can start using ShiftCare HR.
The table lists everyone added so far with their Full Name, Email (Required), Phone (Required), and User Type. Use the User Type dropdown to set what level of access each person has.
To add someone:
- Click Add another.
- Complete Full Name, Email, Phone Number, and User Type.
- Save the entry.
You can remove a team member using the delete icon on their row. Your own account can't be removed.
You can add the rest of your team later from Employees, either one at a time or using the batch upload option.
Step 6 - Finish
The final step confirms you're ready to go:
All Set! You're ready to start using ShiftCare HR. You can always change these settings later.
Click Confirm to close the wizard and start using the product.
What to do next
Once setup is complete, these are the usual next steps:
- Finish configuring your company profile, work schedule, and security settings in Settings > Company Settings
- Assign department heads and build out your reporting lines in Organization
- Review leave accrual rules in Holiday & Leaves > Leave Types
- Set up onboarding documents and questions for new starters in Onboarding Settings
- Add the remainder of your employees in Employees