After registering for a Droppah account you'll receive an email with details of how to log into your Droppah company.
Once you're logged in you can get started with Droppah right away, and any information you enter during your 14 Day Free Trial period will be retained when you sign up.
Step One - Company Settings & Integrations
The Settings tab allows you to apply your preferred roster rules and settings and enter your company details. Ensure these have been updated as required. You can learn more here: Company Settings
In addition to setting up your Company settings, you can connect your payroll integration (if applicable), or apply any settings needed for exporting time to other payroll or reporting software. Click the appropriate button below to learn more.
If your Droppah company will be integrated with a PayHero account, a lot of the setup will be done for you.
You can find the getting started steps that are more appropriate for PayHero users here: Getting Started with Droppah from PayHero
Follow those steps instead of the steps in this article.
To integrate with Xero Payroll, ensure your country is set to Australia in your Company Settings then go to Settings > Integrations. Select Xero Payroll and press Connect.
Find more information on setting up your Xero Payroll integration here: Xero Payroll Integration
Then follow the steps below to complete your Droppah setup.
Follow the steps below to set up your Droppah Account.
When you're ready to export time into your chosen payroll or reporting software, refer to our support article: Timesheet Export for more information on customizing and downloading your timesheets.
Step Two - Employees
Your employees who will be included in rosters will need to be set up as People in Droppah.
To make a new Person, go to the People tab and click the green New Person button. Alternatively, click an existing person to edit them. Here you can enter and manage their basic details.
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
Step Three - Skills
Droppah uses skills as criteria in building your roster - these might be a specific role or task that will be assigned to your employees within a shift.
New Skills can be added by going to Manage > Skills > New Skill.
You'll need to add the appropriate skills to each employee so that they can be rostered for those skills. Alternatively, you can also add employees to the skill
Learn more about skills here: Skills
Step Four - Teams
Your people must be included in at least one Team in order to be rostered. You can add or edit Teams under Manage > Teams.
These are used to define groups of employees who are rostered together, or who clock in and out of the same device. Teams will usually represent different departments or store locations within your business.
Employees can be added to multiple Teams if you have any employees who work across multiple sites or areas of the business.
If you roster all employees at once and have everyone clocking in and out of a single location you may only have one Team.
Learn more about Teams here: Droppah Teams
Step Five - Shifts
The next step is setting up your Shifts in Droppah. Shifts manage the possible Start & End times and default break durations that your employees work.
To create a new Shift, navigate to the Manage > Shifts tab and click the New Shift button. Set a Shift Name and the Start Time and End Time.
You can have as many shifts as you need to cover your standard start and end times. These default start and end times will be used when creating Roster Plans, but you can still edit these on individual shifts as required once your roster is loaded.
Learn more about Shifts here: Shifts
Step Six - Roster Plan
Roster Plans outline the requirements for each day of your upcoming roster, including the number of shifts and relevant skills needed.
To make a new Roster Plan, go to Roster Plans > New Plan. Add a name for your plan.
If your company has multiple Teams you can choose whether the roster plan is only for a certain team, or if it should be available to all teams.
Learn more about setting up Roster Plans here: 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: