Setup BitaBIZ
Short article description
Learn how Setup Admin uses Setup BitaBIZ to create policies, registration types, rules, and notifications for company staff groups.
Quick answer
Setup BitaBIZ is used to create and maintain your company's setup in BitaBIZ. The core of the setup is policies.
A policy is typically created for a staff group in a country. The policy gathers the settings that apply to the staff group, such as vacation, time registration, hour bank, additional balances, sick leave, and other leave.
Settings are often chosen based on country regulations, company practices, or a collective agreement.
Applies to
Setup Admin users who need to create or maintain the BitaBIZ setup for a company.
Prerequisites
You must have access to Setup Admin in BitaBIZ.
Before employees are added to BitaBIZ, the relevant company policies, registration types, and rules should be created or reviewed.
Step-by-step
Start by creating or reviewing policies
This section is used by Setup Admin to create and maintain the company's settings in BitaBIZ. The core of the setup is policies. A policy is typically created for a staff group in a country and gathers settings for vacation, leave, time registration, hour bank, balances, and registration types.
Start here:
Create a new policy for a staff group in a country
Use country articles for country-specific setup
A policy is typically created for a staff group in a country.Country articles describe which settings are typically chosen to cover local rules, such as vacation, public holidays, leave, work hours, and balances.
Start here:
Countries
Set up vacation and leave in the policy
Use the vacation and leave articles to understand the features and set up the relevant registration types.
Start here:
Vacation & leave
Relevant areas:
Supplementary balance, e.g. other vacation and care days
Set up day bank if needed
Day bank is used to create and manage special day balances that should not be handled as regular vacation.
Day bank is often used for:child's day
senior days
care days
special days off
company-specific day off balances
Settings typically depend on country regulations, company practices, or a collective agreement.
Start here:
Day bank
Select and set up time registration
Time registration is set up based on how the staff group should register work hours.
Start here:Set up standard hours, breaks, and hour bank if needed
If the staff group has rules for official work hours, fixed work hours, flex time, hour bank, or paid breaks, these settings should be reviewed.
Start here:Create custom registration types for planning
If your company needs custom registration types, they can be created as part of the setup.Examples:
working from home
travel
shift
fixed day off
special planning registrations
private appointment
Start here:
Planning - create custom registration types
Set up job codes if needed
Job codes are used for example for projects, pay rates, overtime, or job codes for payroll and hour bank.
Start here:
Job codes
Connect global rules and notifications to the setup
Once policies and registration types are in place, the company can set up global rules, workflows, and notifications.
Start here:
Intro to global notifications & rules
Add employees to the setup
Once the policies are ready, employees can be linked to the relevant policies, roles, and access via user administration or employee profiles.
Start here:
Intro to user administration
Important to know
Policies are central in BitaBIZ. If a policy is changed, it can affect employees' access to registration types and in some cases also balances or calculations.
Always check the consequences before changing a policy that is already in use by employees.
Country articles describe country-specific recommendations. The functional setup articles describe the actual features in BitaBIZ.
Permissions and access
Setup BitaBIZ is relevant for users with Setup Admin access.
If you can't see Setup Admin in the main menu, you don't have the necessary access.
FAQ
Where should I start in Setup BitaBIZ?
Where should I start in Setup BitaBIZ?
Start by creating or reviewing policies. Policies are the center of the setup and determine the rules for staff groups.
What is a policy in BitaBIZ?
What is a policy in BitaBIZ?
A policy gathers the rules and registration types that apply to a staff group, typically in a specific country.
Through the policy, the employee gets access to the registration types (vacation, leave, time registration method, standard hours, public holidays, breaks) that are linked to the policy when the employee's profile is connected to the policy.
Why is country important when I create a policy?
Why is country important when I create a policy?
Country is important because vacation, public holidays, leave, work hours, and balances often depend on local rules.
Where can I find help with Danish vacation rules or rules in other countries?
Where can I find help with Danish vacation rules or rules in other countries?
Use the country articles. They explain which settings are typically chosen to cover the rules in a specific country.
Where can I find help with the actual feature, e.g. time registration - without hour bank or additional balance?
Where can I find help with the actual feature, e.g. time registration - without hour bank or additional balance?
Use the setup articles for the specific feature. They explain how the feature works in BitaBIZ.
When should I use user administration?
When should I use user administration?
User administration is typically used as the next step when policies, registration types, and rules are created and employees need to be added to the setup.