Platform Setup Guide

This guide explains how to configure CloudHR for your organization before onboarding employees.

Follow the checklist below to ensure your system is properly configured.

Step 1: Organization Setup

Navigate to Organization Management and configure the following:

• Legal Entity (Organization)
• Business Units
• Locations
• Departments
• Designations

These define your company structure.

Step 2: Configure Work Schedules

Go to Shift & Attendance and:

• Create Shifts
• Configure Weekly Offs

Then go to Settings and:

• Set Default Shift
• Set Default Weekly Off

If no shift or weekly off is assigned to an employee, the default configuration will apply.

Step 3: Configure Holidays (Recommended)

Before creating employees, it is recommended to:

• Create Holiday Plan
• Add Holidays to the plan

This ensures accurate attendance and leave tracking.

Step 4: Configure Leave Management (Recommended)

• Create Leave Types
• Create Leave Plans
• Assign leave policies

This ensures leave balances are structured correctly from day one.

Step 5: Configure Policies (Optional but Recommended)

• Create Onboarding Plans
• Configure Number Series (Employee ID auto-generation)
• Add Notice Period Policies
• Add Probation Policies
• Configure Overtime Policies

These settings improve employee lifecycle management.

Step 6: Start Creating Employees

Once the above setup is complete, you are ready to:

• Create employees individually
• Bulk upload employees
• Assign shifts, plans, and onboarding workflows

Your CloudHR platform is now ready for onboarding.