How you as an Owner can set up and maintain your company account and its information in Simployer One

Before your entire company starts using Simployer One, there are some basic settings to set up and information you need to provide.

This article series will explain the steps you need to take and decisions you need to make. The articles include links to in-product tour guides to make this as easy as possible. We've also added some GIFs for you to see how easy it is! 

How the guides are meant to be used

The articles in this series are put in two categories, First things first and Later on. The articles in First things first are the mandatory steps to be able to use Simployer One, and should preferably be done in the order set below. 

Tasks under Later on are things that can be done later, but are some of the features you probably need at one point or another.

But enough about that, let's get started! 

Chapters in this guide:

If you at any point need help, you can easily reach us in the chat down to the right!

First things first

1. Setting up Custom fields, Groups and Profile templates

2. Optional: How to set up Cost Centers  

3. How to create Departments

4.  How to set up Offices

5. Setting up Teams

6. Setting up Time off 

7. Setting up Onboarding templates

8. Workflows for on- and off-boarding

Later on

• Activate SSO via SAML

• Upload Company documents

•  How to activate the Simployer AI Slackbot

• Integrating with PE Accounting

• Integrating with Fortnox

• Optional: Setting up Time reporting

Finally 

• Inviting colleagues and setting their permissions