Getting your account set up can be done quickly and easily, just follow these simple steps.

What's included in this guide:

  • Step 1: Set up your work patterns and public holidays

  • Step 2: Set up your modules and picklists

  • Step 3: Configure your permissions

  • Step 4: Add your people

  • Step 5: Add your people's information

  • Step 6: Send welcome emails to your people

Step 1: Set up your work patterns and public holidays

To create working patterns go to Configure > Settings > Absence Settings, then select Working patterns

Simply click the + button to add a new working pattern, and then complete the required fields then click add pattern.

At any point you can update a person's work pattern. Go to People > Our people, select the person you wish to update, then click More > Work pattern & leave allowances. Then update with the new work pattern.

From here you can also change whether or not your person receives public holidays. If you select Yes for public holidays, choose the state from the drop-down menu, then click update.

Step 2: Set up your modules and picklists

Decide which areas in Breathe you want to turn on or off using modules. To set up your modules go to Configure > Settings > Account > Modules. Here you can select free and chargeable modules you'd like to have access to:

Customise drop-down menus in Breathe using picklists. To set up your picklists go to Configure > Settings > Account > Picklists. By configuring the picklists, you can configure the options that appear on dropdown menus throughout the app.

Step 3: Configure your permissions

Under Configure > Settings > Permissions and Approvals, you can edit what your people, line managers and HR users can see and do in their account.

Step 4: Add your people

Go to People > Data > Manage data imports > + add, download our import spreadsheet, complete it with your company's information and upload it into Breathe. Simple!


Step 5: Add your people's information

Once your people are in the system, you have the opportunity to add in any additional information you're unable to do in bulk. This could be managing leave through to adding company documents to be read.

Go to People > Our people, select the person you wish to update, then go to any part of their profile and use the edit (pencil) icon to make required changes.

Step 6: Send welcome emails to your people

Once you have worked your way through the configuration check list, the last step is to send the welcome emails to your people.

When you've got Breathe set up and are ready to roll it out to your people, you can send them a welcome email that invites them to get started with the system:

Subscribe to Breathe

Once your Breathe account is set up and you are ready to buy, then simply click the Subscribe button at the top of the page.

You can change your plan at any time by going to Configure > Plan & Billing > Change Plan.

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