Site information and activation

Site information defaults

Use Site Information to set defaults used by leave processing.

• Length of workday: default leave-day hours when template-based values are not applied.
• Start of workday: default day-start time.
• Restrict leave request: limit number of staff that can be approved off on the same day.

Review setup confirmation

The Setup Confirmation step summarises your choices before activation.

• Use Back to adjust earlier settings.
• Click Next when configuration is correct.

Activate Staff Portal and Mobile App

Before activating, review any staff with missing email addresses and update their staff cards.

When ready:

• Enable the site now = Yes: activates Staff Portal and Mobile App and sends activation instructions.
• Enable the site now = No: keeps configuration saved but not active.
• Click Save Information, then Finish.

When the portal is live

When the Staff Portal is live, all staff with valid email addresses on their staff cards receive a welcome email with portal access instructions.

You can return to Portal Setup at any time to update these settings.