If you're just getting started with Droppah and also using PayHero, a lot of your Droppah account setup will flow through from PayHero automatically when you connect your PayHero Integration.
This guide helps ensure you're all setup and ready to start rostering in no time.
Before you integrate PayHero with Droppah, ensure that your PayHero setup suits the way you'll be managing rosters by checking over your Team and Work settings in PayHero.
Teams - Your Teams in Droppah will be each of your sites/departments - if you have different locations or groups of employees you need to manage separately, or have clocking in on different devices, they would be in separate teams. Learn more about Teams here: Droppah Teams
You'll want to setup Teams in PayHero and add your employees, so that they flow through to Droppah. You can learn more about setting up Teams in PayHero here: PayHero Teams
Employees can be added to multiple Teams if you have any employees who work across multiple sites.
If your company has a single roster for all employees and everyone clocks in on the same device, you may only need one Team.
Work - Skills in Droppah are related to Work in PayHero. Skills make up the different types of skill or task your employees might be rostered to do. Ensure your Work options in PayHero are setup to suit. You can learn more about setting up Work in PayHero here: PayHero Work
PayHero to Droppah
You're now ready to integrate PayHero and Droppah!
If you haven't already, you can Register for Droppah here.
Your account is initially populated with demo data, so that you can give things a test drive first.
When you're ready to proceed with the next steps, you'll want to archive the roster plan, people, skills, team and shifts.
Integrate - Once you've removed the demo data, you can integrate and then sync Droppah and PayHero as shown here: PayHero Integration. After syncing PayHero with the 'Create Employees' option selected, your employees, skills and teams will appear in Droppah.
The final steps to complete are updating your company settings, employee settings, creating shifts, and making your roster plan.
Company Setup - Make sure the company settings in Droppah reflect your preferred roster rules and settings. Learn more here: Company Settings
Employee Setup - You'll need to add the appropriate Skills (which you currently know as Work in PayHero) to each employee, so that they can be rostered for those skills.
You can also specify maximum hours per week and set their weekly availability on their record if desired, so that Droppah's automated planning knows their preferences.
You can learn more about the settings you can apply to your employees here: People
Shifts - You'll need to setup your Shifts in Droppah - shifts manage the possible Start & End times and default break durations that your employees work. Learn more about Shifts here: Shifts
Roster Plans - Finally, setup your Roster Plans in Droppah. This is the equivalent to your Roster Templates in FlexiTime.
This article has more detail on setting up roster plans: Roster Plans
Ready to Go!
That's it! You're now ready to start loading rosters and clocking in with Droppah.
You can learn more about rostering and clocking in with Droppah here: