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Chapter 03

Create your workspace

A workspace is your company’s private space in Stafrix. The person who creates it becomes its owner.

Sign up

  1. Open stafrix.com
    Choose Start free trial. To start on a particular plan, pick it on the Pricing page first.
  2. Enter your details
    Your name, your work email and a password. Or choose Continue with Google to use your Google account instead of a password.
  3. Your free trial starts
    You get 7 days with the limits of the plan you picked (Intelligence, if you didn’t pick one). Nothing is charged during the trial.

The four-step welcome

Right after signing up, Stafrix asks four short questions. Every step can be skipped with Do this later, and everything here can be changed afterwards in Settings.

  1. Name your workspace
    Most people use the company name, for example “Mehta Textiles”. Your team sees it in their app. Add your mobile number if you like.
  2. Where does your team work?
    Stand at the workplace and tap Use my current location. Choose the check-in radius (50, 100, 150, 300 or 500 m) and whether to Ask for a selfie at check-in. Phone check-in only works within that distance.
  3. When does a normal day run?
    Set when the day starts and ends, the grace period for late marks, and the working days. This becomes your default shift.
  4. Add your first people
    A name is enough. Add an email or mobile number for anyone you want to invite to the employee app.

The last screen, You’re all set, lists anything you skipped. Choose Go to dashboard to start. The dashboard then shows Finish setting up Stafrix, a short guide to the remaining steps. Each one ticks itself off as you finish it, and it opens the right page for the next.

A recommended setup order

  • 1. Company details and logo
    Where
    SettingsCompany details
  • 2. Shifts and weekly days off
    Where
    Shifts and SettingsWork hours & days off
  • 3. Departments or branches
    Where
    Departments & branches
  • 4. Employees, with salaries
    Where
    Employees
  • 5. Company holidays
    Where
    Leaves & Holidays
  • 6. Phone check-in and its protections
    Where
    SettingsPhone check-in
  • 7. Overtime, fines, PF, ESI and tax
    Where
    SettingsOvertime & fines and SettingsPF, ESI & tax
  • 8. Employee app and invites
    Where
    SettingsEmployee app, then each employee’s page
  • 9. Other dashboard users
    Where
    SettingsTeam & roles
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