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Implementing Shapes: Step by Step Guide

Written by Ben Feldman
Updated over 4 months ago

Implementing Shapes is a quick and easy process. Depending on your companies complexity, you can be up and running in either hours or days.

Below, we have created a step by step guide to help you implement the platform fully. Of course, support is always here to help if you have any questions.

Below is a breakdown of every step, including an article and videos within it. But if you would like to access all our walkthrough videos in one place, feel free to check out the article here.

Initial set up

We often recommend to complete the initial set up and then invite the employees to the platform. That way, they get to enjoy the benefits of the platform while we continue to implement the rest.

  1. Adding your employee data

    1. Creating custom fields

    2. Import an excel sheet with your employee data

    3. Upload your files to the employee

  2. Time management set up

    1. Time away reasons and policies

    2. Time tracking policies

    3. Payroll cycle policies

    4. Assign policies to your employees

  3. Permissions Set up

    1. Employee

    2. Manager

    3. Admin

  4. Integrations set up

  5. Invite your employees to the platform

    1. How to invite employees to Shapes

    2. Launching Shapes template

Account optimization

Now that the employees have been invited, we can optimize and expand the usage of the platform by completing the steps below:

  1. Dashboard set up

    1. Time management reports

    2. Insights and reports

  2. Workflows

    1. Onboarding

    2. Custom/AI-generated workflows

  3. Performance reviews

Well done! Shapes has now been fully implemented! With our custom fields, workflows, and everything else that you've created within Shapes, the use-cases are endless.

Reach out to support@shapes.co if you have any questions!

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