First Steps

A great way to begin using PlainStaff for the first time is with the setup wizard, Booky. It welcomes you when you open PlainStaff for the first time. If you want to run it again later, you can find it behind the "Start setup" button on the "Settings" page. It guides you through all the configurations required to use PlainStaff.

To get started, PlainStaff is prefilled with sample data so that you can immediately begin exploring. This sample data must be removed before starting productive use of PlainStaff. This is done using the "Reset" button on the "Settings" page. The following data will be deleted in the process:

• All employees except yourself
• All teams except your own
• All time tracking data
• All projects and customers
• All workflows

First steps for the Working Time module

To use the Working Time module, you should complete the following configuration steps:

1. Add Teams
2. Add some Regions
3. Add any additional Public Holidays or Company Holidays
4. Review and, if necessary, add some Booking Types for time recording
5. Add some working time models
6. Adjust the settings, especially the start of the current booking period and booking rules
7. Add some Employees who should use the app

First steps for the Project module

To use the Project module, you should complete the following configuration steps:

1. If you run projects in foreign currencies, add the necessary exchange rates
2. Adjust the settings, especially the start of usage and the local currency
3. Add some Employees who should use the app
4. Add the Projects and Customers that employees should be able to book time against, or import them from your ERP system

First steps for the Leave Management module

To use the Leave Management module, in addition to the steps for the Working Time module, you should define the vacation entitlement for employees. This can be done globally in the settings for all employees, and individually for each employee directly in their employee profile.