GETTING STARTED

Set up your company

A practical setup order for an owner bringing their team into Hooteyes.

2 min readOwner

In this article

1. Create your account 2. Complete the essentials in order 3. Add your company identity Check the result

1. Create your account

Open Sign up and choose Create a company.
Enter your full name, work email and a password of at least 10 characters.
Choose Create account. Follow the confirmation email when verification is required.
Log in with the same email and finish the company-creation form. Use the company’s name and the appropriate company time zone.

2. Complete the essentials in order

Add an active branch with its time zone and clock-in location.
Create attendance policies for your working hours and attendance rules.
Create invitation links for the correct branch and staff role.
When people join, check their clock-in branches and assign regular schedules or dated rosters.
If you appoint managers, explicitly select their managed branches.
Ask one employee to check their schedule and complete a normal clock-in and clock-out before rolling out to the whole team.

Open Company profile from the workspace or profile menu. Owners and admins can maintain the company identity and contact details shown in the app. Review the saved result so invitation recipients can recognise the company.

Departments are optional team labels, such as Operations or Sales. A department does not replace a branch, schedule or manager-access assignment.

Check the result

Open Your people and confirm each person’s role, branch and policy. Review Attendance policies → Daily attendance on a scheduled work date. “Needs setup” means there is still a missing assignment to resolve; an empty attendance report alone does not prove the schedule is configured.

Do not create another company for each branch. Branches belong to the same company workspace.

Keep going

Set up branches and departmentsGive each work location the correct time zone, clock-in boundary and people.Invite people to your companyCreate and share a branch-specific invitation, then check the new person’s setup.Create working-hour policiesDefine reusable working hours and clock-in rules before assigning them to people.

GETTING STARTED

Set up your company

A practical setup order for an owner bringing their team into Hooteyes.

2 min readOwner

In this article

1. Create your account 2. Complete the essentials in order 3. Add your company identity Check the result

1. Create your account

Open Sign up and choose Create a company.
Enter your full name, work email and a password of at least 10 characters.
Choose Create account. Follow the confirmation email when verification is required.
Log in with the same email and finish the company-creation form. Use the company’s name and the appropriate company time zone.

2. Complete the essentials in order

Add an active branch with its time zone and clock-in location.
Create attendance policies for your working hours and attendance rules.
Create invitation links for the correct branch and staff role.
When people join, check their clock-in branches and assign regular schedules or dated rosters.
If you appoint managers, explicitly select their managed branches.
Ask one employee to check their schedule and complete a normal clock-in and clock-out before rolling out to the whole team.

3. Add your company identity

Departments are optional team labels, such as Operations or Sales. A department does not replace a branch, schedule or manager-access assignment.

Check the result

Do not create another company for each branch. Branches belong to the same company workspace.