Dashboard setup
To create a Remote Flow from scratch, perform the following steps in order.
- Sign Up
- Create Company
- (Optional) Setup simPRO Integration
- (Optional) Setup Xero Integration
- (Optional) Setup MYOB Integration
- Create Team(s)
- Create Employee(s)
- Create Contractor(s)
- Assign Teams to Payroll
- Create Pay Period
- Create Time Rates
- Create Schedule Types
- (Optional) Create Allowances
- Create Customers
- Create Sites
- Create Projects
- Create Jobs
Refer to the How to Guides for setting up Remote Flow for your business.