Work through the Setup checklist
The Setup checklist groups everything your workspace needs before go-live and shows what is ready.
The Setup checklist is your guide from an empty workspace to go-live. It groups setup into areas: Company (basic details & branding), People (organization & structure), Work Rules (shifts, holidays & policies), Time & Leave (attendance & leave), Payroll & Compliance (payroll, statutory & policy), Access & Integrations (users, roles & integrations) and Review & Launch (validate & activate).
- Go to Home → Setup checklist. Only owners, administrators and HR with management access see it.
- Look at Needs your input first. It lists details only you can provide, such as company registration and contact details, salary components and statutory confirmation.
- Open an area to work through its guided steps. Your progress is saved to the live workspace as you go.
- Use Revalidate setup in an area to check it again against your live data.
- When every required area is ready, move to Review & Launch.
Each area shows a status such as Not started, Needs attention or Ready, so you can see at a glance what is left.