Getting Started

What this achieves

This section walks you through the six steps that turn an empty Humavera workspace into one your company can actually use. By the end you will have your legal companies recorded, your structure built, your people loaded, payroll configured, and your colleagues invited.

Required role: Administrator.

The six steps

Humavera shows these same six steps in the product under Getting Started. You can do them in any order, but the order below is the one that creates the least rework, because each step depends on the one above it.

Step	What you do	Why it comes here
1. Set up your legal entities	Add the registered companies that employ your people.	Everything else attaches to an entity, including payroll and tax rules.
2. Build your organization	Create business units and departments.	Employees are assigned to departments, so these exist first.
3. Add your employees	Load your people into Humavera.	Leave, payroll, and learning all read from employee records.
4. Configure payroll	Set up pay groups and statutory profiles, then run payroll.	Payroll needs entities, departments, and employees already in place.
5. Invite your team	Give colleagues their own sign-in and role.	Invite people once there is something for them to work on.
6. Meet Vera	Ask the built-in assistant your questions.	Vera can answer questions about any of the steps above.

Example: if you add employees before creating departments, every employee record is missing a department and you have to edit them all afterwards. Doing step 2 first avoids that.

Where to find this in the product

Open Getting Started from the main navigation. Each card there links to the same screen the matching page below describes.

What happens next

Work through the six pages in order. When you finish, read Where to go next, which points you at the parts of Humavera worth configuring once the basics are running.

Related

• Set up your legal entities
• Add your employees
• Where to go next