Further actions of the administrator

At the start, we provide you with a system that includes basic roles and access permissions. The administrator can review the system from the perspective of each employee to ensure that the settings align with business needs. If necessary, you can create additional roles with the required access permissions or make changes to existing ones.

Check role and access settings: Go to Company > Settings > Roles and make adjustments as needed.
Verify data migration: ensure that data has been accurately transferred into the system, including employees, collaboration types and their compensation, clients, projects, and agreements with clients. Assign roles to employees by going to Edit Employee > Permission.
Adjust policies to fit your company: review and modify the reporting policy, approval policy, and time off policy to suit your company’s needs.
Configure corporate email use in ITFin: set up corporate email accounts in Settings > Mailboxes to send notifications, invoices, and perform other tasks.
Set up the calendar: configure the calendar by setting weekends and holidays and creating additional calendars for other countries, if necessary.
Set up the business (legal) units and company offices.
Set vacation and sick leave balances.
Configure Positions: Go to Settings > Positions, define the available positions in your company, their type (Delivery/Non-delivery), and seniority levels. Afterward, assign these positions to all employees.
Build the organizational structure.

To avoid entering the balance for each employee manually, you can provide us with the overall data, and we will add it to your system.

All expenses and income in the company should be linked to a specific project that you create in the system.

Before creating a Non-profit project (cost center) for your company, a client representing your company must first be created in the system. Then, in the project, you need to set up agreements (where the start date is the date from which you begin tracking in the system and start the tracking process, and the end date can be set several years in advance) and allocate employees, which is important for calculating planned expenses. The start and end dates of the project itself are for informational purposes only and do not affect calculations or relationships within ITFin.

Last modified