Intro to Setup BitaBIZ
Setup BitaBIZ is used by the Setup Admin role 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 and brings together the rules, registration types, and balances that apply to that employee group.
Settings are often chosen to support local regulations, company practices, or a collective agreement.
How does Setup BitaBIZ work?
Level | Description |
Policies | Defines rules and access to leave and time registration for a staff group in a country |
Function setup on the policy | Setup of the individual leave types and time registration method on the policy:
|
Countries | Describes which settings are typically used in a specific country |
Registration types | Creation of custom registration types for planning |
Global rules | Notifications, workflows, and rules across the company |
User administration | Connects employees to the completed policies. See the section user administration. |
Which guide should I use?
Use the overview to find the right article.
Situation | Start here |
New customer setting up BitaBIZ from scratch | |
New staff group in a country
(e.g. hourly employees in Denmark) | |
Setting up vacation rules
(e.g. monthly or yearly earning) | |
Setting up public holidays
(e.g. public holidays in England) | |
Setting up Supplementary balance
(e.g. other vacation, OK days, 6th vacation week) | |
Setting up Other leave
(e.g. types of parental leave) | |
Setting up extra day balance
(e.g. child’s day, senior days) | |
Setting up time registration - without hour bank
(e.g. EU time, project time, payroll hours) | |
Setting up time registration - with hour bank
(e.g. flex time, overtime, time off) | |
Setting up standard hours or breaks
(e.g. standard hours with or without start/end time) | Standard hours & breaks |
Create custom registration types
(e.g. working from home, fixed day off, travel) | |
Setting up Notifications & Rules (e.g. workflows) |
Important to know
Policies define rules and registration types for a staff group in a country and are at the center of your BitaBIZ setup. When a policy is changed, it can affect:
vacation and leave
time registration
balances
registration types
employees already linked to the policy
Always check the consequences of changes to existing policies.
FAQ
Where should I start in Setup BitaBIZ?
Where should I start in Setup BitaBIZ?
Start by creating or reviewing policies. Policies are the core of the setup and determine the rules for staff groups.
What is a policy in BitaBIZ?
What is a policy in BitaBIZ?
A policy brings together 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 the country important when I create a policy?
Why is the country important when I create a policy?
The country is important because vacation, public holidays, leave, work hours, and balances often depend on local regulations.
Where can I find help for Danish vacation rules or rules in other countries?
Where can I find help for 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 for a specific function, e.g. time registration - without hour bank or supplementary balance?
Where can I find help for a specific function, e.g. time registration - without hour bank or supplementary balance?
Use the setup articles for the specific function. They explain how the function 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 linked to the setup.