Routines

#Set up a new customer site (once per site)

1. Clients & Sites → add the client (if new), then Add site with latitude, longitude and geofence radius.
2. Field Attendance → Setup → Approved headcount: pick the site, add each designation and its contract number.
3. Attendance → Shifts: make sure the shifts used at the site exist and are published.
4. Administration: give the customer contact a login (role Client) with a client scope, and the site supervisor a login (role Supervisor) with a site scope.

#Bring on a new guard (once per person)

1. Employees → Add employee with the email they'll sign in with, or bulk-import a CSV.
2. KYC Verification → Start a KYC case: sign off each check, then Clear for deployment.
3. Profile → Start onboarding: complete the six steps, ending with Create deployment (client, site, role title, pay rate, bill rate).
4. Administration → Add member: same email, role Field Employee. Check it says Linked to their employee record, then hand over the sign-in details.
5. Attendance → Add roster assignment for each working day, linked to their deployment.
6. On their phone: sign in once, allow camera and location, and install the app to the home screen.

#Every day

#Every week

• Publish next week's roster for every site.
• Review Field Attendance → Performance for repeated late arrivals and absences.

#Every month

1. Make sure every day of the month is recorded and approved in the muster.
2. Payroll Prep: period = the month → Generate → check the summary (no "had no pay rate") → Approve drafts → Export → Mark exported → Lock exported.
3. Billing Prep: the same, then invoice the customer.
4. Leave Management: add the month's accrual to the leave balances.
5. Compliance and KYC: act on anything due or overdue, including police re-verifications.