Setting up your company
What to fill in first so attendance, leave and payroll work from day one.
When you sign up, Orgwise walks you through a short setup. You can change everything later, so don't worry about getting it perfect on the first go.
The order that saves you time
- Company details. Name, address, logo and time zone. The time zone matters more than it looks: daily emails, festival greetings and automatic attendance all run on your company's clock.
- Branches, departments and designations. Add at least one of each. You can also type a new one straight into the employee form and it gets created for you.
- Shifts. Go to Attendance Management → Shifts and add your working hours (for example 9:30 to 6:30 with a 30 minute break). Late marks and overtime are worked out from the shift.
- Leave types and policies. Leave Management → Leave Types, then Leave Policies. Start with the ones you actually use: casual, sick, earned.
- Holidays. Leave Management → Holidays. Pick your festivals from the list once; they come back on the right date every year.
- Employees. Add them one by one or import a spreadsheet. See Adding employees.
- Payroll settings. Only when you are ready to run salaries: pay cycle, PF, ESI, PT and TDS switches.
Who should do the setup
The company owner account can do everything. If someone in HR is doing it for you, give them the HR role first (see Roles and permissions).
Frequently asked questions
Can I skip a step and come back later?
Yes. Nothing is locked. The only thing you need before employees can mark attendance is at least one shift; if you don't add one, Orgwise uses a standard 9 to 6 shift so nobody is stuck.
We have only one office. Do we still need a branch?
Yes, add one branch with your office name. Holidays, the shift roster and reports use it to filter people.
Where do I change the company logo?
Settings → Brand. There are two slots: one for light mode and one for dark mode. See Logo and branding.