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Articles on: Sprwt Supprt

In what order should I set up HR for the first time?


A practical order that avoids errors later:

  1. Departments (HR Tools > Employees > Departments) – e.g. Kitchen, Delivery.
  2. Roles (HR Tools > Employees > Roles) – e.g. Line Cook, Driver; a role can optionally be linked to one of these departments.
  3. Profiles (optional) – permission sets for staff who need admin access.
  4. Employees – link user accounts, set the Access PIN, add at least one job role with an hourly rate. Employees without a job role cannot clock in or have timecards.
  5. Settings (HR Tools > HR > Settings) – add paid/unpaid break rules so employees can take breaks and timecards can record them.
  6. Schedule – create shifts. Employees can only clock in against a shift scheduled for the current date and time.

Then employees use the Dashboard to clock in/out and you review Timesheets.

Where to find it: /admin/employee/jobdepartments