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Step 1: Create Your Organization

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For New Users

If you’re signing up for the first time, you’ll be prompted to create an organization during the signup process:

  1. Sign up with your email address or preferred authentication method.

  2. Enter your Organization Name when prompted during signup.

    • This name represents your company and will be visible to your team members.

  3. Click Create Organization to complete the setup.

  4. Once your organization is created, you’ll be redirected to the dashboard to proceed with configuration.

For Existing Users

If you already have an account and want to add another organization:

  1. Log in to your Askthebirdie account.

  2. Navigate to the Create Organization option in the header menu.

  3. Enter the new Organization Name in the provided field.

  4. Click Create Organization to add it to your account.

  5. Switch between organizations using the organization selector in the header.

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Why It’s Important

Creating an organization is the first step in setting up your account. Each organization operates independently, allowing you to manage multiple businesses or divisions within the same account.

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Step 2: Configure Locations

Why It’s Important: Locations define work schedules and policies for different offices or regions.

  1. Go to the Locations tab in the dashboard.

  2. Click Create Location and fill in the details:

    • Name: Enter the location name (e.g., “New York Office”).

    • Workweek: Select the working days (checkboxes for each weekday).

    • Members: Assign members to the location.

    • Fiscal Year Start: Choose the starting date for the fiscal year (e.g., January 1st).

  3. Click Create.

  4. Repeat these steps for additional locations as needed.

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Manage Holidays for a Location

After creating a location:

  1. Navigate back to the location’s configuration page.

  2. Click on the Holidays option.

  3. Choose one of the following options:

    • Import Holidays: Select public holidays for a country (e.g., United States, United Kingdom, Greece). This automatically populates holidays for the selected location.

    • Add Holiday: Enter a custom holiday by providing the name and date.

  4. Save your changes.

Note: You can customize holidays for each location based on regional needs or specific company events.

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Step 3: Set Up Departments

Why It’s Important: Departments help organize your team for streamlined leave management.

  1. Go to the Departments page.

  2. Click Create Department and provide the following details:

    • Name: Enter the department name (e.g., “Marketing”).

    • Department Manager: Assign a manager for the department.

    • Members: Add members who belong to the department.

  3. Click Create to save your department.

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Step 4: Define Leave Types

Why It’s Important: Leave types customize leave policies for your organization.

  1. Go to the Leave Types tab.

  2. Click Create Leave Type and fill in:

    • Name: Enter the name (e.g., “Annual Leave”).

    • Duration Type: Choose from “All Day,” “Half Day Morning,” or “Half Day Afternoon.”

    • Days Per Year: Specify the leave allowance (e.g., 10 days or “Unlimited Days”).

    • Reason Required (Optional): Enable or disable if employees must provide a reason.

    • Approval Required (Optional): Enable or disable approval for this leave type.

    • Locations: Link the locations where this leave type applies.

  3. Click Create to finalize the leave type.

Step 5: Understand Roles

Why It’s Important: Roles define permissions and ensure secure management of your organization.

  1. Go to the Roles tab.

  2. Review the two default roles:

    • Admin: Permissions include managing leaves, memberships, organization settings, and integrations.

    • Member: Users with the ability to request leave types.

Note: This section is currently view-only, and custom roles will be introduced in future updates.