Setting Up Quinyx
Setting up Quinyx is usually fairly straightforward, but you should follow a specific flow when building from the ground up The first step is to create you as a customer in Quinyx, and this is something that we do for you. The rest of the steps are performed in the following order by you and your assigned Quinyx Application Expert.
Steps marked with an asterisk (*) are optional.
After the Customer has been created in Quinyx:
- Create districts *
- Define unit settings, create the rest of the units
- Add cost centres *
- Add projects *
- Create sections*
- Create staff categories
- Create leave reason types
- Add salary types
- Create reasons for leave and link salary types
- Add Time Trackers*, link TimeTrackers to salary types, or set TimeTracker rules *
- Create absence schedule*
- Create overtime methods
- Add global unsocial hours periods*, overtime periods* and bank holidays
- Create agreement templates
- Create skills*
- Create shift types
- Link cost centres/projects to the right level*
- Time -> Parameter settings
- Adjust access rights for managers and staff
- Reminder settings*
- Import staff
- Link staff to agreement templates, define individual settings