Use the platform setup wizard

When you first log in to a fresh organisation on Your HR Toolkit, the platform takes you through a 6 step setup wizard. You can skip any step and come back to it later from settings, but it’s quickest to work through them in order.

How to access the wizard

The wizard runs automatically the first time an admin logs in. To run it later (or restart from a step):

Sidebar then Settings.
Organisation section.
Run setup wizard.

Step 1. Welcome

The intro screen. Shows what the next 5 steps cover. Click Get started.

Step 2. Departments

Tell the platform what teams exist in your organisation. You can:

Pick from a list of common department names (Operations, Sales, HR, Finance, Engineering, Marketing, Customer Service)
Add custom departments
Reorder them

You can edit later under Settings then Organisation then Departments.

Step 3. Custom data fields

Add any fields specific to your business that aren’t in the default employee record. Common examples:

T shirt size (for new starter swag)
Bring your own device flag
Vehicle rego (for fleet management)
Anniversary date if different from start date
Work van or laptop ID

Skip if you don’t need any. You can add fields later under Settings then Custom fields.

Step 4. Invite your team

Add the other admins, managers, and HR users who need to log in. For each one:

Email
Name
Role (admin, manager, HR, finance, readonly)

The platform sends invitations as soon as you finish the wizard. They get a “set your password” link.

Step 5. Import employees

Bring your team across. Two options:

Add one at a time opens the standard add employee wizard.
Bulk import opens the CSV import flow (recommended for more than about 5 people).

The bulk import has a download template, fill in spreadsheet, upload, review and confirm flow. See Import employees for detail.

You can skip this step if you’d rather import later.

Step 6. Setup complete

Confirmation page with quick links to next things:

Configure leave settings
Brand the platform with your org’s colours and logo
Set up your first onboarding workflow
Connect integrations (Slack, Google Workspace, payroll)

After the wizard

Most setup work continues in Settings. Common next things to do: