How to set up a new client with Employee

These are the steps you need to follow when setting up a new client in Azets Cozone:

1. Create the corporation in Control - Optional - if the new client is going to be part of a corporation that doesn't exist yet
2. Create the company in Control - don't forget to add the company in an access group, otherwise you won't be able to find it after you save it
3. Create the roles in Control then go to Employee
4. Create the Reporting types
5. Create the Staff categories
6. Create the Schedules
7. Add Deviation days
8. Create Period categories and reminders
9. Add the Export types
10. Add the reporting types that are going to be used in request for absence
11. Prepare the employees import file - check for missing/duplicate usernames, invalid fields; please note that all employees should have an employee number in order to get imported
12. Import the employees
13. Check if the employees are connected to the right staff categories, roles, attest groups