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New Breathe account - getting started
New Breathe account - getting started
Russell avatar
Written by Russell
Updated today

Let's get you set up.

Here's a great video on getting started...

What's included in this guide:

Step 1: Adding a person into Breathe

Navigate to People > Add new and simply fill out the details to add a colleague in.

Fields marked with an * must be filled in.

Don't forget to send them their welcome email to invite them to the system.


To import your people in bulk, simply head to People > Data > Imports > Add new people

Step 2: Set up your picklists and modules

Picklists put you in control of your account, giving a level of customisation for terms familiar within your business. This could be sickness types, departments or divisions.

You can access the picklists by heading to Configure > Settings > Picklists.

You can either delete or edit the existing options, or start adding your own.

There's no limit on the amount of options you can add - so you can keep customising.

Modules

Modules allow you to customise your account with items that will help you streamline your HR tasks.

Our additional paid modules are:

Step 3:  Set up your holiday allowances

First, make sure you have the right holiday year set up. Do this by heading to configure > settings > holiday year.

Holiday allowances can be created in days and/or hours, and you can create as many as you'd like. You can also add in carryover as well as length in service.

To create holiday allowances, head to Configure > Settings > Holiday allowances > +

Step 4: Set up your working patterns

You can create as many working patterns as you like - so each employee could have their own individual one, if necessary.

You can create these by heading to Configure > Settings > Working patterns > + > enter hours worked on each day.

And that's it, your account is now set up.

When you are ready to purchase simply click the 'buy now' button and follow our simple 3-step process.

When you are ready to roll out Breathe to your team you can view our article collection to finalise getting set up.

We're here to help

Any further questions? Simply drop us a message using the messaging feature at the bottom right of your screen 💬

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