Getting Started is the first setup pass for a new employer workspace. This guide helps HR and operations teams create the core records that make holidays, scheduling, attendance, and employee management work together.
After your employer workspace is ready, FLEXPEO opens the Getting Started
page at /getting-started. It puts the essential setup tasks in the right order,
so you do not need to work out what depends on what.
Use this guide when you are setting up a new employer, moving away from a manual process, or checking that the essentials are ready. By the end, you will have the basic holiday, shift, attendance, and employee setup needed to start managing your team.
Choose the route that suits your team:
- 5-Min Quick Start creates the standard foundation with editable defaults.
- Step-by-step setup lets you review every rule before it is created.
Your progress is saved. The five manual steps unlock in sequence, so you can leave and return without losing your place.
Recommended: 5-Min Quick Start
On the Getting Started page, select the orange 5-Min Quick Start button. Review the expandable sections, make any changes you need, then select Create Everything.
Quick Start prepares the core setup in this order:
- Holidays — imports public holidays and basic holiday types for the selected country.
- Holiday Group — groups those holidays under a default name based on your company name, which the system fills in automatically.
- Work shift — creates a Monday-to-Friday, 09:00–18:00 shift.
- Attendance group — assigns the shift to a Fixed weekly pattern.
- Employees — unlocks the employee step for you to complete manually.
Review these details before creation
| Area | Smart default | What you can change |
|---|---|---|
| Country | China (CN) | Select the country that controls the public-holiday and holiday-type templates |
| Employer | First available employer | Choose another employer when more than one is available |
| Holiday Group | Generated name and code | Edit the group name and code |
| Work shift | 09:00–18:00, Monday–Friday | Edit the name, code, colour, start time, and end time |
| Attendance group | Fixed weekly pattern | Edit the name and code |
Quick Start does not create employee records. When it finishes, choose Add Employees to continue, or Go to Dashboard and return later.
Step-by-step setup
Use the guided route when your holiday, scheduling, or attendance rules need more careful review. Complete each card before moving to the next one.
Step 1: Create holiday types
The Holiday Wizard prepares public holidays and holiday rules for your selected country.
- Select the country used by this employer.
- Review the imported public holidays. Edit the name, short code, start date, or end date when needed.
- Delete holidays your team does not observe, or add a custom holiday.
- Review the basic holiday types and adjust their quota, paid or unpaid category, minimum unit, and allocation rules.
- Select Save & Create.
| Holiday field | What it controls |
|---|---|
| Holiday name | The name employees see |
| Code | A short internal identifier |
| Start and end dates | The period treated as a holiday |
| Holiday quota | The default amount available under that holiday type |
| Paid or unpaid | How the leave is classified |
Public holiday dates can change each year. Review the imported dates at the start of every calendar year.
Step 2: Create a Holiday Group
A Holiday Group bundles the holiday types that should be assigned together.
- Review the generated group name, code, employer, country, and remark.
- Select the holiday types to include. Use the filter, Select All, or Unselect All to work through a long list.
- Open Advanced Rules if employees may use leave before accrual or view colleagues' leave.
- Select Save & Create Holiday Group.
| Setting | Default behaviour |
|---|---|
| Group name | Your company name (filled in automatically) + Default Holiday Group |
| Country | Inherited from Step 1 |
| Allow advance leave | Off |
| View colleagues' holidays | Off |
At least one leave type must be selected before the group can be created.
Step 3: Create a work shift
The Scheduling Wizard starts in a simple welcome mode with sensible defaults. Open the full wizard when you need location or tolerance rules.
| Setting | Welcome-mode default |
|---|---|
| Shift name | Your company name (filled in automatically) + Work Shift |
| Work hours | 09:00–18:00 |
| Work days | Monday–Friday |
| Rest days | Saturday and Sunday |
| Shift colour | Orange |
You can also configure the clock-in method, work location and allowed radius, outside-work clock-in, late thresholds, early-leave thresholds, and attendance tolerance. Select Save when the schedule matches your policy.
Step 4: Create an attendance group
An attendance group turns the shift into a weekly schedule that can be assigned to employees.
- Review the employer, group name, group code, and attendance type.
- Confirm that the shift from Step 3 is selected.
- Assign the shift to each working day and leave rest days empty.
- Select Save.
| Attendance type | Use it when |
|---|---|
| Fixed | Employees normally work the same weekly hours |
| Rostered | Employees rotate shifts or schedules are assigned manually |
You can assign different shifts to different weekdays if your standard week is not the same every day.
Step 5: Add employees
The Employee Wizard can create one employee or several in the same session. Complete the required information for each person:
| Section | Required information |
|---|---|
| Personal | Display name, employee code, mobile number, and personal email |
| Employer | Employer |
| Employment | Employment type, status, and date of hire |
| Group assignment | Holiday Group and Attendance Group created above |
Select + Add employee to add another person. New entries inherit the previous employee's employer and group selections, while each person's phone area code remains independent. Select Create N employees when every required field is complete.
Country template notes
The setup wizard includes templates for China, Hong Kong, Taiwan, Japan, South Korea, Vietnam, Singapore, and Malaysia. A template gives you a starting point; it does not replace your organisation's policy review.
Check the imported public holidays, holiday quotas, and local requirements before assigning the group to employees.
Frequently asked questions
Do I have to complete all five steps in one session?
No. FLEXPEO saves your progress, and you can return to /getting-started to
continue from the next available step.
Can I change the setup later?
Yes. Holiday types, public-holiday dates, Holiday Groups, shifts, Attendance Groups, and employee assignments can be updated from their management pages.
What happens if I skip Quick Start?
You can complete the five cards manually. Quick Start remains available until the required setup has been created.
How do employees sign in?
After their employee records are ready, team members use the login method and access instructions provided for your workspace.
Can different teams use different leave or attendance rules?
Yes. Create additional Holiday Groups, shifts, or Attendance Groups, then assign the appropriate combination to each employee.
When setup is complete
When all five steps are complete, the progress indicator reaches 100% Completed and FLEXPEO displays Congratulations! All Setup Completed.
From the Dashboard you can review employee totals and attendance, manage holidays, add more employees, and refine approval workflows, positions, departments, clock-in rules, or rotating schedules.