A new company is live when its workers check in on site and the office approves the first week of hours. Work through this list in order — most companies finish it inside the 30-day free trial.
Before you start, gather
- Company name, logo, brand colours, work week and pay rules.
- Your worker list — the onboarding workbook or a CSV (name, WhatsApp number, nationality, passport and expiry, job role, pay type).
- Sites and projects, with addresses.
- Office staff, directors and site leaders, with their emails.
Days 1–2: set up
- Free Pro trial started (up to 150 workers) and your company address opens.
- Settings, branding and modules switched on — Set up your company.
- Workers imported; spot-check 10 records — Import workers.
- Sites and projects created; leaders assigned.
- Users invited; two-factor login on for office staff — Invite users.
- Off-site backup destination set and the first backup confirmed.
- AI assistant playbook filled with your rules (on a paid plan).
Days 3–5: go live
- First week’s shifts published — Schedule shifts.
- Workers added the app to their phones and checked in once (leaders help on site). Hand out the worker quick guide.
- First leave request approved end to end.
- First week of hours reviewed and approved — Approve hours.
End of month one
- First payroll run finalised and payslips visible to workers — Run payroll.
- Decide your plan before the trial ends: you get a reminder 7 days and 1 day before. See Plans, free trial and limits.