Guided Setup
Guided Setup Checklist
Start where you are. These steps guide the setup order, but they do not block you from opening the areas you need.
Progress
0%
Organization Readiness
0% complete
This is calculated from actual setup records, not manual checklist buttons.
Start Here
Create the organization foundation
Set the identity, layers, and staff records the rest of StaffFlow OS will use.
Approval Setup
Define who approves work
Approval roles and routes prepare forms, files, leave, and future tools for workflow.
Work Tools
Prepare the operational areas
These are the places staff will use for general forms, document packages, leave, and notifications.
Ready to Use
Review readiness without blocking progress
Use this final section as a practical check before inviting wider staff usage.
Suggested Approval Roles
Start with Supervisor, Head of Department, HR, Director, or Registry.
Suggested Approval Route
Create a simple route: Start, Review, Approval, End.
Suggested Leave Types
Create Annual Leave, Medical Leave, Study Leave, or Maternity Leave.