Video walkthroughs covering initial setup — importing your employee data, customizing your account, configuring fields, and inviting your team.
Uploading your employee file to Shapes
Import employee data into Shapes using a spreadsheet file.
Account Customization
Customize workspace branding, language, and email settings.
How to add new Employee Fields & Tables
Create custom fields and tables for any employee data.
Discover the File Field
Store and manage documents directly in employee profiles.
How to configure your personal settings and notifications
Set up personal preferences, language, and notification rules.
Permissions
Define what Admins, Managers, and Employees can view and edit.
Inviting Employees
Send invites so your team can log in to Shapes.
