Email CiviHR

Setup Checklist

1. Staff Profiles


This section will help you to become familiar with staff profiles. 


Add your Job Contract

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Add your Job Role

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Update your Personal Details

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Useful Tip


Configuring Dropdown Optionsyou can add or edit any dropdown lists in CiviHR by clicking on the settings spanner next to each dropdown list. 


2. Configure Leave Management


This section will help you configure CiviHR for leave management.


Review Leave Types

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Review Leave Periods

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Add Public Holidays

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Add Work Patterns

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3. Tasks and Workflows 


This section will help you to get the tasks and Workflows configured so you can manage joining and leaving checklists.


Review the Joining & Exiting workflow template

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Create a new workflow template 

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Create a new task type

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Create a new document type

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4. Importing your Data 


This section will help you import your data into the system. If you don't have any data to import, you can just skip this step. 


Import Staff Members

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Import Job Contracts

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Import Job Roles

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Import Past Leave Requests 

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5. Self Service Portal (SSP)


Ready to get your staff onboard? 


Create user accounts for your staff

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Create user accounts in bulk

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