In charge of setting up Collage for your organization? We recommend setting up the following items before inviting your team to ensure your employees have an optimal experience using Collage.
Roles & Permissions
Roles & Permissions is the area in Collage where you can customize who sees what. We recommend that you:
Ensure all custom roles have been created.
Adjust manager permissions as needed.
Grant super admin access to the right people.
Time Off
Want your team to use Collage to see their time off balances and request time off?
Create your time off policies by following these steps.
Double check that they are correct!
Add your team members to the appropriate policy.
In order for Holidays to apply properly to your team members ensure that:
Locations (Company Settings > General Info) have the country & province or territory listed.
Everyone is associated with a location (Employee profile > Job)
Time Tracking
Need team members to track the hours they work and/r the projects they're working on?
Set up time tracking policies by following these simple steps.
Company Documents
Use Company Documents to share handbooks, policies, procedures, and other important documentation with your team.
Employee Documents
Upload important personal documents you want individuals to access directly to their profile by heading to their profile > Documents.
Clients often upload the following:
Employment agreements
Completed tax forms
Signed beneficiary designation forms
Historical performance reviews and more.
Custom Fields
Use Custom Fields to track additional data points about your team members.
Common uses for Custom Fields in include:
Tracking company assets like laptops, tablets, key fobs, internet and vehicle allowances.
Being reminded of renewal dates for important certifications through custom reminders.
General Info
Within company settings ensure your company logo and office addresses are correct. Locations should have country and province/territory at minimum.
Company Links
Ensure any and all company links are added.
Set them up by heading to Company Settings > Company Links.
Company Files
Upload company wide documents (company policies, employee manuals etc...).
Set them up by heading to Company Settings > Company Files.
Visibility Preferences
Customize what your team sees by adjusting visibility preferences (Company Settings > Visibility Preferences).
Ready to invite your team?
When you're ready invite your team to Collage by clicking on the Launch Company button found in the upper left-hand corner of the platform. You'll be prompted to review and customize the welcome email.
When you invite your team feel free to share these articles with them to help build up their confidence using the platform:
You can find other employee facing articles here .
Have questions? Reach out to your dedicated onboarding specialist or message us at support@collage.co.