> ## Documentation Index
> Fetch the complete documentation index at: https://help.tivero.app/llms.txt
> Use this file to discover all available pages before exploring further.

# HR and admin guide

> What HR, Administrators and the Owner do in Tivero: people, teams, absence types and policies, balances, approvals, calendars, reports, integrations and the plan.

This guide is for the people who set up and run Tivero in the organization. Detailed instructions are in the linked articles.

## 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                                      | —                               | —             | ✓     |

Full table: [Roles and permissions](/en/roles/roles-and-permissions).

## First setup

Follow the [Admin quick start](/en/getting-started/admin-quick-start). The key steps:

<Steps>
  <Step title="Confirm the holiday calendar">
    Until the calendar is confirmed, employees can't submit requests counted in working days. See [Holiday calendar](/en/calendars/holiday-calendar).
  </Step>

  <Step title="Prepare absence policies">
    A policy sets the types, the allowance and approval. See [Absence policies](/en/time-off/absence-policies).

    <Frame>
      <img src="https://mintcdn.com/tivero/nJ3pi9fH9kVgLgqx/images/en/policy-rules.webp?fit=max&auto=format&n=nJ3pi9fH9kVgLgqx&q=85&s=7bc52af7b8693b09cdcb532331b5b66b" alt="Policy details: the Rules, Approval and Assignments tabs and a Vacation leave pool of 26 days shared by vacation and on-demand leave" width="1141" height="522" data-path="images/en/policy-rules.webp" />
    </Frame>
  </Step>

  <Step title="Add people and teams">
    [Add people](/en/people/add-and-invite-people), [import them from a file](/en/people/import-people) or [sync them from Microsoft 365](/en/microsoft-365/directory-sync). Then [create teams](/en/people/teams-and-supervisors).
  </Step>

  <Step title="Set balances and check approvals">
    [Set opening balances](/en/time-off/balances) and make sure everyone has an [approver](/en/time-off/approval-process).
  </Step>
</Steps>

## Where to find common tasks

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

## Common problems

* [I can't submit a request](/en/troubleshooting/cannot-submit-request) — the list of messages and who clears them.
* [Holiday calendar needs setup](/en/troubleshooting/holiday-calendar-needs-setup)
* [Approval issues](/en/troubleshooting/approval-issues)
* [Invitations and access](/en/troubleshooting/invitation-and-access)
* [Billing issues](/en/troubleshooting/billing-issues)

## Related articles

* [Key concepts](/en/time-off/key-concepts)
* [How working days are counted](/en/calendars/how-working-days-are-counted)