- HR System
- Support
HRnest implementation step by step.
Use the checklist to smoothly go through all stages of the implementation and launch the system in your organization.
1. Add contact person details.
Start by completing the details of the person responsible for the HRnest account.
The contact person’s email address has been added.
The contact person’s phone number has been added.
Note! This will allow us to contact you if needed
and help you configure the system.
2. Add employees and create an organization structure.
After logging in to HRnest, on the dashboard you will see the Configuration steps section.
Go to the first step: Configuration steps > Add employee accounts and create an organization structure
Employees and organization structure have been added.
3. Add annual leave limits.
To allow employees to submit requests, you need to define their leave limits.
Go to the second step: Configuration steps > Add annual leave limits
Leave limits have been added.
Note! You can add leave limits already reduced by the days used in a given year, or enter the full annual entitlement. In the latter case, previously used leave days can be completed by adding archival requests (submitted before starting to use HRnest).
4. Set days off calendar.
The default calendar is set to Standard, in which non-working days are Saturdays, Sundays, and public holidays.
Go to the third step: Configuration steps > Set days off
Individual calendars have been created.
The calendar has been assigned to employees.
Additional non-working days have been added.
5. Verify basic organization settings.
At this stage, you can further adjust the system to your company’s needs, for example:
The document workflow has been created and verified.
Request types have been created.
Employees have assigned supervisors
The “Needs manager?” field is set to YES in employee profiles.
Note! This setting determines whether employee requests are sent for approval to supervisors or directly to the HR department.
6. Set the working time registration mode.
If working time is tracked in your company, configure the method of time registration in the system.
There are 8 different registration methods available. Choose the method suitable for an employee, department, or the entire company.
The working time registration mode has been set.
7. Send invitations to employees.
Go to the fourth step: Configuration steps > Send invitations to employees
Alternatively, you can also do this from the Organization tab.
Invitations to employees have been sent.
Great job! HRnest is ready to go!
Remember, you can always return to the settings to develop more areas, and if needed, check our knowledge base: