Completing your first setup

If you're the workspace owner, this is your full launch checklist.

This article is the owner-side counterpart to Completing your account setup. It is the end-to-end list that takes you from an empty workspace to a working one.

Follow these steps:

1. Run the onboarding wizard on your first sign-in — organization name, slug, industry, size, branding, HR basics, and your first departments.

2. Set up your workspace identity — company info, branding, timezone (see How to set up your workspace).

3. Configure attendance rules before anyone clocks in (see How to configure attendance before your team starts clocking in).

4. Configure roles and permissions (see How to configure roles and permissions).

5. Invite your team (see How to invite your team).

6. Install tracking tools — have your team install the Desktop Agent and browser extension (see How to install the Desktop Agent).

7. Test the flow — invite one person first, have them sign in and clock in once, and confirm the attendance record looks right.

8. Review your plan under Settings > Billing and confirm your free trial or paid plan (see Understanding plans and add-ons).