- 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
- 2. Add employees and create an organization structure
- 3. Add annual leave limits
- 4. Set days off calendar
- 5. Set the working time registration mode.
- 6. Add the employee's first employment contract
- 7. Verify basic organization settings.
- 8. Send invitations to employees.
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.
From the HRnest homepage, go to the Organization tab. On the newly opened page, click the + Add Employee button in the top-right corner or the Actions button (three dots).
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.
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.
Non-working days affect the correct calculation of employees' working time and leave. By default, the Standard calendar is applied, where Saturdays, Sundays, and public holidays are set as non-working days.
Individual calendars have been created.
The calendar has been assigned to employees.
Additional non-working days have been added.
5. Set the working time registration mode.
Setting the time tracking method allows you to tailor time registration to your company's operations and employees' work style (e.g. clocking in with codes in a production environment or recording time in the system for office employees). It also helps ensure data accuracy and makes ongoing monitoring easier.
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.
6. Add the employee's first employment contract
Adding an employee's contract allows the system to automatically track key HR deadlines, such as the contract end date and validity periods, helping you avoid missing important dates.
The contracts have already been imported
7. 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.
8. Send invitations to employees.
Send invitations and grant employees access to the system so they can start using HRnest, submit requests independently, and track their working time from day one.
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: