Onboarding Guide
I have created this guide for you, to help you navigate the early stages of setting up your company on Opsyte. Even if you have been with us for a while, you may find out about even more functionality that could be useful for your business! 🎉
As many of you use Opsyte for different purposes, this guide will be broken down into modules. Please also see our Permissions article to learn how to set appropriate permissions and restrictions for your employees, this is relevant for all users.
Your first job should be to Set your Week Ending Date.
Staff Module 👩🍳
Before you can successfully use the staff module, you will need to do the following:
Create your Departments and Job Roles
There are also some optional stages that you may need to help your business get the most out of our Staff Module:
Set up your Employee Document Processing
Financial Module 💰
Create your Financial Calendar
Invoicing Module 📝
Set Invoice Approval Restrictions
The following are only applicable for our Xero integrated clients:
Choose whether Invoices are uploaded as Draft or Approved