Organisation Setup Overview
What to configure
Section titled “What to configure”- Locations: All sites where people work (HQ, branches, remote).
Go to Locations - Rooms & Areas: Spaces inside each location for scheduling coverage.
Go to Rooms & Areas - Public Holidays: Read-only and auto-populated by the system (non-working days by region/location).
View Public Holidays - Time-Off Policies: Allowances and rules (days/hours, pro‑rata).
Manage Time-Off Policies
Quick setup checklist
Section titled “Quick setup checklist”- Create all locations (with addresses/managers).
- Add rooms/areas per location (e.g., reception, treatment rooms).
- Load public holidays for each region/location.
- Set time-off policies and assign them when adding employees.
- Use clear names (e.g., “London HQ – Reception”) to keep schedules readable.
- Keep holidays/policies under Organisation so downstream modules inherit correctly.
- Review this setup before mass-adding employees or building rotas.