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How do I …?

Short guides for setting up and running Kyvora, written against the actual screens.

Getting started

The first half hour: setup, your team, who can do what.

Your first steps after signing upWhat the setup wizard asks, what you can skip, and what to do once it is done.10 min read Add your teamAdd people one at a time, or your whole team at once from a spreadsheet.5 min read Departments, roles and who can see whatHow access works: a role, given inside a department, decides what someone can do there.5 min read

Attendance, shifts & leave

Working hours, holidays, clocking in and time off.

Set up shifts and working hoursWorking-hour templates for people or whole departments, with date overrides for the odd day.5 min read Add this year’s holidaysHolidays are skipped by attendance and leave, so nobody is marked absent or charged a leave day.3 min read Clocking in, breaks and fixing a wrong dayHow your team records their day, and how a mistake gets corrected and approved.3 min read Set up leaveLeave types, the rules for each, and a plan that gives everyone their balances.10 min read

Payroll & expenses

Salaries, payslips, claims and reimbursements.

Run payroll for the monthFrom attendance and leave to finalised pay, bank file and payslips.15 min read Expense claims and reimbursementsSet a policy once; your team files claims with receipts, approvers sign off, and it is paid.8 min read

Projects & monitoring

Day-to-day work, and screen monitoring if you use it.

Projects, tasks and timeCreate a project, put people on it, track tasks on a board and log time against them.5 min read Screen monitoring: turning it on, and what staff seeFour modes, from off to a desktop app. It starts off, and staff are always told.4 min read

Plan & account

Your subscription, and using your own domain.

Your trial, choosing a plan and billingWhat happens during and after the free trial, and where to change plan or card.3 min read Use your own domainOpen your workspace at an address like crm.yourcompany.com instead of ours.10 min read Your data and your team’s privacyGive your staff a privacy notice to read once, and download everything in your workspace.5 min read

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