As a rule of thumb, to save you time later, we recommend to import the employee data first & only then adjust settings as this would allow you to apply settings for specific groups of employees straight away (based on teams, positions, employment status, etc.). Follow the order outlined below.ย 

Stage 1. Import employee data โคด๏ธ

Employee records can be added individually or uploaded in bulk. The bulk upload is recommended when employee count is greater than 10 & it won't send out welcome emails, giving you time to set up.ย 

Stage 2. Adjusting settings โš™๏ธ

The steps you need to take during this stage will depend on your internal processes & the modules selected. But before jumping into adjusting settings we recommend to start with outlining for yourself which of your existing processes you want to replicate & which ones to improve.

When you have that ready, first adjust company & employee data related settings. These are the sections you should look at:ย 

Settings > General
Settings > Permissions
Settings > Employee Data
Settings > Integrations
Settings > Security

Then, continue with setting up your processes module per module. For ease of use, here is an outline of which sections in your settings belong to which modules & links to guided articles.

CoreHR
Settings > Assets. More info
Settings > Onboarding.
More info
Settings > Offboarding.
(set up the same as onboarding)
Settings > Recipes.
More info

Leave Management ๐Ÿ๏ธ
Settings > Time off. More info
Settings > Calendar.
More info
If you need to import already approved requests for this year - that can be done in bulk. Please contact us via chat.ย 

Performance Management ๐Ÿš€
Settings > Performance. More info

Recruitment ๐Ÿ•ต๏ธโ€โ™‚๏ธ
Settings > Recruitment. More info

Shift Scheduling ๐Ÿ—“๏ธ
Settings > Scheduling. More info

Timesheets โฒ๏ธ
Settings > Timesheets. More info

Expenses ๐Ÿ’ฐ
Settings > Expenses. More info

Stage 3. Sharing invitations - super easy ๐Ÿ“ฌ

After you've adjusted everything to your needs, it's time to welcome your employees to use the system! Please see our guide on how to send the invitation emails.

& you are done! ๐ŸŽ‰๐Ÿ˜ƒ

Our support team is here to guide you & have all your questions answered, so you feel 110% confident and happy with CakeHR! Feel free to reach out via chat-box in the bottom-right corner of the software if something is left unclear. ๐Ÿ˜Š

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