New Company Onboarding Guide

Have you recently set up your company on Opsyte? Here's a list of tasks to complete to get your company up and running on Opsyte.

Matt Taylor avatar
Written by Matt Taylor
Updated over a week ago

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! πŸŽ‰

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 πŸ‘©β€πŸ³

Before you can successfully use the staff module, you will need to do the following:

There are also some optional stages that you may need to help your business get the most out of our Staff Module:

Financial Module πŸ’°

Invoicing Module πŸ“

The following are only applicable for our Xero integrated clients:

If you have any specific queries that aren't solved here, please search our helpdesk!

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