HR and admin guide

Who can do what

Area	HR	Administrator	Owner
People, import, balances	✓	✓	✓
Absence types and policies	✓	✓	✓
Work schedules, company days, holiday calendar	✓	✓	✓
Reassigning approvals, delegating on someone’s behalf	✓	✓	✓
Reports and data export	✓	✓	✓
Approving any request	only when named as the approver	✓	✓
Teams, changing a member’s role, integrations, organization settings, plan and billing	—	✓	✓
Transferring ownership, deleting the organization	—	—	✓

First setup

Follow the Admin quick start. The key steps:

Confirm the holiday calendar

Until the calendar is confirmed, employees can’t submit requests counted in working days. See Holiday calendar.

Prepare absence policies

A policy sets the types, the allowance and approval. See Absence policies.

Add people and teams

Set balances and check approvals

Set opening balances and make sure everyone has an approver.

Where to find common tasks

You want to…	Go to
add or invite a person	People → Add person · Add and invite people
import a list of people	People → Import · Import people from a file
set a team and its manager	Teams · Teams and supervisors
add a custom absence type	Absence types · Absence types
change a policy’s allowance or approval	Absence policies · Absence policies
correct a person’s balance	person page → Balance · Balances
check who approves a request	Settings → Approval processes · How approval works
reassign a pending request	request → Reassign to someone else · Approve requests
set the work week or company days	Settings → Working days and holidays · Work schedules, Company days
prepare data for accounting	Settings → Data export · Data export
check team coverage	Reports · Reports
connect Microsoft 365 (Administrator)	Integrations · Microsoft 365 admin guide
manage the plan (Administrator)	Settings → Plan and billing · Plans and trial

Who can do what