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Overview

Company admins set up the company rules and operational records that employees and managers rely on every day. In Teamper, that usually means configuring company settings, departments, people records, optional asset tracking, leave setup, holiday calendars, reviews, reports, and access settings.

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Who can use this

  • Company admins
  • Company owners
  • Implementation teams helping a company launch Teamper
  1. Review Company settings.
  2. Create Departments.
  3. Assign Department approvers.
  4. Create Leave types.
  5. Create Leave policies and update Leave policy rules.
  6. Create Holiday calendars and Manage holidays.
  7. Add people with Add employee or Import employees.
  8. Send access with Invite employees.
  9. Optional: set up Asset tracking if your company has the feature enabled.
  10. Set up Reviews when your company runs structured employee review cycles.
  11. Review activity with Leave request reports.

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What admins can configure

  • Company defaults such as the company name, fiscal year start month, work week, and workday length
  • Department structure and department approvers
  • Employee records, roles, leave policies, holiday calendars, and invite status
  • Company assets, assignments, and lifecycle history for enabled companies
  • Leave types, leave policies, balance rules, and manual balance adjustments
  • Holiday calendars, imported public holidays, and custom holidays
  • Company leave request reports and XLS exports
  • Review templates, review cycles, participant assignments, and review progress when the reviews module is enabled
  • Plan access for the company owner and sign-in help for employees

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If setup goes wrong