Start your configuration experience here
Configuring Quinyx is pretty straightforward, and you should do things in a certain order. Your assigned Application Specialist will guide you through the configuration during the project. The goal of our configuration articles is to give you an overview of all the necessary steps and to provide you with a basic understanding of how things are done.
The creation of customer is done by a Application Specialist from Quinyx at the start of your project. The Application Specialist will activate the modules that are included, add a contact person, as well as some basic information about your organization.
The Application Specialist will also set up one Staff category and create an Account owner for your account so you can login and start exploring the product.
The creation of the customer account also creates the first unit in your structure. This unit has unique qualities so you should go through the unit settings of this Main Unit before you create anything more units in your organization.
Steps for basic configuration
Some configuration steps are mandatory, and those are marked with * so it will be easy for you to see what must be configured. The steps that aren't mandatory can be performed on later, so you don’t have to configure them all from start.
Your Application Specialist will guide you through the configuration and help you with any questions you have.
- Roles and access rights *
- Mobile and staff portal permissions *
- Core unit settings *
- Organizational structure *
- Add cost bearers
- Add salary types *
- Create absence reason types * - documentation coming soon
- Create absence reasons * - documentation coming soon
- Create overtime methods *
- Add Time Trackers
- Global Unsocial Time
- Bank holidays - documentation coming soon
- Create Agreement templates *
- Warnings and time settings *
- Create skills
- Create shift types *