Getting started with BitaBIZ is free.

You have access to unlimited support.

Feel free to book us for an online meeting.

But start by reaching out to us via our online support channel. We will answer your request within minutes:

1. Create policies

Click: Setup Admin > Modules > Policies

Start creating policies for your company as step 1.

When you click Add new policy:

Select your country
(The policy will be generated with default settings covering your country)
Make a copy of an existing policy
(It will save you time when reusing settings you have already setup)

A policy is a group of employees that have the same rules for time registration.

Create the policies needed to cover your company. For example:

Fixed paid (with hour bank)
Fixed paid (without hour bank)
Part time (5 days week)
Part time (fixed day(s) off)
Hourly paid
Students

Add the employee group name to the policies you are creating:

Setup the policy with the settings that should apply for the group of employees that will be linked to the policy.

💁 Hence, remember to turn-off settings that should not apply for the employee group.

Settings	Setup guides
	📑 Vacation monthly earning 📑 Vacation yearly earning 📑 Other vacation 📑 Custom leave types 📑 Sick leave
	📑 Time registration: Fixed paid staff (New EU time directive & project time) 📑 Time registration: Hourly paid staff (Payroll hours)
	📑 Time registration with hour bank
	📑 Multipurpose Day bank

When you have created your policies, you are ready to jump to next step.

Planning and Overview

Before moving on to step 2 you should consider if you are going to use the Planning and Overview module.

If yes, turn-on registration access to the module under step 2. Before uploading your employees.

📑 Planning & overview

ℹ️ This module is not setup from the policy page. But can be linked to policies. The setup guide shows how.

2. Setup global settings

Click: Setup Admin -> Company

📑 Read more about global settings

ℹ️ The Team calendar has many settings.

ℹ️ Select the default registration access before uploading users! It will save you time.

3. Import employees

Click: Setup Admin -> Company -> Import employees from Excel

You are ready to import employees from Excel when you have created:

Policies for the employee groups in your company
Configured your company default settings for registration access

ℹ️ When you upload users you will be asked to link them to the policies you have created.

You can also import employees by:

Manually create employees. Read more here!
Import from Microsoft Active Directory. Read more here!

4. Setup the approver flow

Click: Setup Admin

ℹ️ Employees you have uploaded from Excel are marked with "Approver missing":

Click "Edit" on the employee(s) who should be the approver for one or more departments: "Roles" -> select "Approver" -> select "department(s)"
Only then: Set up approval flow for department approver.
A department approver needs to be approved by another approver, perhaps from another department/group). Select approver from the "Approved by" list.

📑 Read more on how to setup approver flow here!

5. Adjust start balances

Click: Payroll Admin -> Calendar access

Before inviting people to join BitaBIZ, the start balances must be updated in BitaBIZ:

Vacation
Other vacation
Hour bank
Day bank

6. Setup integrations?

Setup Admin -> Integrations

Get more out of BitaBIZ by setting up integrations.

For example, get unified communication by setting up the Outlook Exchange integration. The integration will synchronize leave & absence status from BitaBIZ to your Outlook and Teams calendar system.

📑 Payroll system

(absence and salary parts for payroll processing)

📑 Microsoft Outlook Exchange

📑 Microsoft Active Directory

(automate user management & SSO)

📑 Outlook add-in

📑 Excel & PowerBI integration

ℹ️ Book us for a meeting and we will guide you setting-up integrations.

7. Introduce BitaBIZ to your company

We have created a roll-out email template that you might be able to use communicating to your organization. Adjust and change if necessary.

📑 Click here for the Roll-out email template

A good way to introduce the key registration methods you have setup is to share the URL link to the dedicated user guide for that method:

	Employee must register start and end time 📑 User guide: Entering start/end time Employee must enter number of hours only 📑 User guide: Entering hours only Employee must check in & out 📑 User guide: Check in & out Employee must edit today's work hours if deviation 📑 User guide: Edit today's working hours if deviation
	Employee must register overtime and time-off only 📑 User guide: Entering overtime & time-off Employee must check in & out (flexitime) 📑 User guide: Check in & out
	Monthly vacation earning policies: Max policy 📑 User guide: Only request earned days Advance 📑 User guide: Borrow days not earned yet Pay reduction 📑 User guide: Request days without pay Yearly vacation earning policies: Max policy 📑 User guide: Only request earned days No limit 📑 User guide: Request more days than earned
	Days only 📑 User guide: Request days only Days & hours 📑 User guide: Request days or hours
	Sick days must be share on the day 📑 User guide: Sick only today registration Access to book a sick period 📑 User guide: Sick period registration

Introduce BitaBIZ to your approvers

📑 Approver guide

ℹ️ Getting the approvers on-board early in the on-boarding process is a good idea.

8. Go live

Click: Setup Admin

Select the employees you would like to invite -> Click: "Send invitation":

An email invitation is sent to the employees.

The employees needs to click on the "Create your password here" link and create a password for his/her BitaBIZ account:

Congratulations! You have finished setting up BitaBIZ!