New Company Setup

New Company Setup

After the register your company and verify email, you will direct to the Leave Central Sign In page.  There you have to put the Email and Password given in Personal Information Step of Registration.

Sign In View - After Email verification

Then click on the Sign In button.
Sign In button

Since it's company first login, you will direct to the Initial Setup steps of Company.

Notes
You can set up any step screen with default values that are based on their country.

Add Leave Year

Add Leave Year Step

Notes
You can finish the Initial Setup by clicking the "Complete" button with the default values. Then you can change the other settings later.

 At first you have to select the Company Leave Year. You can select from the given options.

Selecting Company Leave year

After you select a Leave year, you can either click the "Complete" button to finish the initial setup or click "Next" to move on to the next step. Both buttons are at the bottom of the page.

Add Leave Types

In this step you can select and add the Leave types of your company. 

Add Leave Types Step

Notes
You can finish this Initial Setup by clicking the "Complete" button without adding Leave Types. Then you can add them and change the other settings later. Check this article Leave Types section to know how add leave types later.
To add a Leave Type, first choose your preferred option from the dropdown list or type. Then, click the blue button with the plus (+) icon to add it to the Leave Type table.

Leave Central Leave Types

Blue button with + (plus) icon - Add Selected Leave Type

Added Company Leave types & buttons at bottom of the page

Notes
You can finish the Initial Setup by clicking the "Complete" button with the default values. Then you can change the other settings later.
Check this article to know how add leave allowances later.
In this step also you can either click the "Complete" button to finish the initial setup or click "Next" to move on to the next step. Both buttons are at the bottom of the page.

Leave Allowances

You can use the arrow icons to raise or lower the counts, or you can type in the amount.

Leave Allowances Step

In this step also you can either click the "Complete" button to finish the initial setup or click "Next" to move on to the next step. Both buttons are at the bottom of the page.

Add Employees

You can add employee details in this step by either typing the information or uploading a CSV file. 
Notes
You can leave here by click "Complete" without adding any employees. Check this article Adding Employee section to know how add employees' details later.
Notes
Also, do not try to add the administrator who created this again.
We recommend having at least two Administrators. You can add new administrator(s) here, in addition to other employee roles like User, Manager, and Approver.

i. Add from Screen

If you type an employee's information, click the green round button to add the details. 

Employee record sample

ii. Add from CSV File

To upload a CSV, click the upload button. A popup will appear. Here, you can download the CSV template. Fill in the details in the template and upload the file in the correct format. 

CSV Upload Popup View

Once you upload, you will see all the added employee details displayed. Remember to stay within your plan's employee limit, or you will need to upgrade your plan or reduce the number of employees.

Sample View after adding Employees with CSV

All new employees will receive an email at the addresses provided. They can log in to Leave Central using that email. You can check how can they login from the article here​.

Notes
After you add employees, you can either click "Complete" to finish the initial steps or click "Configure" to go to Module configurations.

App Configurations ( Optional)

Here you can choose which App Modules to activate, along with the theme color and language for your Leave Central account in your company.

App Configuration page

App Theme Colors

Once you have set up all the necessary configurations, click the Complete button.

After App Configurations

After completing the initial setup(s) and configuration steps, you will be taken to the Administrator Dashboard page.

Dashboard - Administrator


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