Set up your system - Foundation

This topic guides you through the first steps to setting up your new Staffology HR system as a Foundation user.

Set up your User Logins

To get started, select the activation link in your welcome email, set up your password and select Login.

Congrats! You are now the System Admin of your Staffology HR system.

Set up your Staffology HR system

Let's take a closer look at setting up Staffology HR as a Foundation user.

  1. Add Company details

  2. Add Contract data

  3. Create Notification emails

  4. Add Employees

Add Company details

You can Save & Exit at any point and return later to complete the set up.

  1. On the Welcome screen, select Enter Data.

  2. A Company Data screen opens.

    Enter here your Company name, Country and any other information relevant to your company.

  3. Select Add under each heading to create more locations etc.

    The options you add here display in Staffology HR after you complete the set up and Sign in to the live system.

Add Contract data

Here you can add information about your Job Types and Roles.

If required:

  • Add a scheme name in Brought Forward Scheme and enter the number of months the holiday brought forward is valid for.

  • Add an Entitlement Scheme and enter the number of days' holiday an employee receives in Holiday Entitlement .

Select Save & Continue after adding your contract information.

Create Notification emails

Complete the Update Email and Absence When an employee or worker is absent from work. This can be for a variety of reasons. Email fields to make sure the recipient receives a notification when you update a tab or if an employee requests an absence.

Add Employees

You can add your employees during the system set up or later.

Creating your line managers first allows you to assign them to employees during the set-up process.

Contract details

Under Contract details, there are three options available.

If selecting either Work or Personal email, after you have completed the set up, the employees you have added receive an email invitation.

Remember to select Save after adding employees' details.

Choose Finish Setup once you are happy with the information added. Staffology HR then opens.

Accessibility

Keyboard Navigation

All interactive elements on the Set up screens are keyboard accessible and are highlighted when focussed.

Screen Reader

ARIA labels provide context to interactive elements without visual labels, such as icons and provide alternative labels to substitute visual context.