Skip to main content
This article takes you from a new workspace to the first request. Who: the Owner or an Administrator. The HR role can do some of the steps too. Prerequisites: you have created a workspace.

What Tivero sets up on its own

If your company operates in Poland, Tivero uses your answers on Let’s tailor Tivero to set up right away:
  • the organization details and the work week,
  • the first team, with you as its manager,
  • absence policies that match who works with you,
  • your policy and opening balance,
  • public holidays managed by Tivero for this year and next — you don’t need to confirm them,
  • your own requests without approval (change this in People).
Don’t set these up again. You can review and change them in Settings, Teams and Absence policies. If your company operates in another country, you choose the policies in the wizard and confirm the holiday calendar yourself — see Holiday calendar.

The “Company setup” list

In the side menu, the Owner and Administrators see the Company setup list with progress, for example “4 of 5”. The list checks, as you go, what is still missing before people can submit requests: Items that don’t apply to your company aren’t shown. Click an item to go to the place where you complete it. When everything is done, the list changes to Company setup complete with the suggestion Try the whole flow — submit your first request. After the first request is submitted, the list disappears.

Steps

1

Add people

Open People and click Add person or Import. When you add a person, Tivero suggests a team, a supervisor, a policy and an opening balance. See Add and invite people.
2

Complete what the list shows

Work through any remaining items on the Company setup list — for example supervisors in Teams or approvals.
3

Send invitations

Invite people you added or imported without an invitation with Send invitation on the People list.
4

Submit the first request

When you see Company setup complete, click Submit the first request and try the whole flow on your own request.

Result

Employees sign in, see their balance on the Dashboard and submit requests. Requests reach the right approvers, and approved absences appear in the Calendar.

Optional

If something doesn’t work