Use the guided setup

The guided setup asks for the essentials one step at a time: a location, pay, your team and your alerts. Each step is saved when you select Continue, so you can stop after any step and come back.

Open it#

• From the welcome dialog. Choosing a business type there takes you straight into the guided setup.
• From the dashboard. On the card Getting started, select Run guided setup.

The setup opens on the first step that still has something to do.

Every step has the same three buttons. Continue saves the step and moves on. Skip moves on and stores nothing. Back returns to the step before.

The steps#

Steps 2, 3 and 4 appear only when they apply, so you may see fewer than seven.

1. 1

   Add your first location

   Enter Location name, City and Country. Continue creates the location.

   On Starter, with your 1 location already in place, the step shows a plan notice in place of the form. The GPS pin and the clock-in rules come later: see Add your first location.

   

2. 2

   Say when you need people

   When do you need people? appears only with the module Scheduling on, and only while a location has no opening hours. Pick the days under Days you're open, then set From, To and People needed. The hours are saved for the one location the step names. To refine them, see Opening hours and people needed.

3. 3

   Check the pay groups

   KV pay groups (Lohngruppen) appears only with Payroll on. The list starts with the built-in groups LG1 to LG6 of a hospitality collective agreement. Change a description or a minimum wage to match your agreement, or continue as it is. Continue saves them for the current year. You can edit them later: see Payroll settings.

4. 4

   Add roles and pay

   Roles & pay also needs Payroll. Each row has Name, Hours/mo, Contract, the hourly rate or monthly salary, and Overtime ×. For each row, Continue creates an employment type and a pay rate with that name.

   The row proposes 160 hours a month, which is a 37-hour week: hours over 37 in a week are then extra. Enter 173 for a 40-hour week.

   The switch Pay overtime in money is for the whole company. Switched off, overtime is banked as time off in lieu. See Set roles and pay rates.

   The guided setup does not ask for your currency. Choose it under Settings, General, ideally before you type any rates: see Set your company basics.

5. 5

   Choose the required profile details

   Choose required profile fields decides which details new team members must give at their first sign-in. Until an admin saves a choice, a phone number and a date of birth are required. Decide this before you invite anyone. The same switches are under Settings, then People.

6. 6

   Invite your team

   On Invite your team, fill in one card per person. Every invitation needs Email, Start date and Location. With Payroll on it also needs Pay rate, which sets the person's employment type, and Pay group. Names are optional. The Location list appears once your company has a location. If you skipped step 1, go back and add one first: without a location every invitation is refused. Clone copies a card's role, pay, location and start date for the next person.

   Continue on this step sends the invitations. The email is written in the language you are using in Atteny at that moment.

   

7. 7

   Choose your alerts

   Choose your notifications has five switches for the alerts admins and managers get. Each switch sets its alert on or off for every role and channel at once. Here the main button reads Send invites & finish. It saves these five choices and shows a summary of what you created.

Limits on the team step#

• Starter. With 5 active people, you included, the step shows a plan notice in place of the form and sends nothing. Starter has 0 managers and 1 admin, so the role Manager cannot be chosen, and neither can a second admin.
• A former employee. The guided setup refuses an address that a disabled person of your company holds. Invite that person from Employees instead. See Invite your team.

The Getting started card#

The dashboard card Getting started lists the setup steps for the modules you have on and ticks each one from your real data. The team step, for example, is ticked once the company has a second active person or one pending invitation.

The card leaves the dashboard when every step is done, or when you close it with the cross. Saving a module change brings a completed checklist back, so a module you just switched on can show its step. A card you closed stays closed. To reopen the setup guide yourself, see Replay the tour or setup guide. The other dashboard cards are in Your dashboard.

What happens next#

Invited people get one email and join with the address you invited. A location created here has no GPS pin yet: set it in Add your first location. Then Build your first schedule.

If someone says the email did not come, see The invitation email never arrived.