Your dedicated contact person has provided you with a document to complete with your employee data, which we will import into your Aboard account.

Please take a moment to watch the accompanying video—it explains what information is essential in the document and outlines the details we can import. Once you have filled in the required data, kindly inform your contact person so we can proceed with the import process.

While we import your data, you can start setting up your platform by following the steps outlined below.

Let's take a closer look at your company settings. Please watch the video provided—it offers a clear, step-by-step explanation of how to set up your company settings. Below, you'll find a helpful summary outlining what each setting does and how it benefits your organization.

Add your workplaces and offices. Later, your employees will be connected to a specific workplace and office, ensuring everyone is correctly associated with the right location. This step not only personalizes your HR system but also allows you to filter and run reports on data points connected to these workplaces, giving you valuable insights into your operations.

Add your departments. Just like with workplaces and offices, your employees will later be connected to a specific department. This not only helps you organize your team structure more effectively but also enables you to filter and run detailed reports based on departmental data, ensuring your HR system is both efficient and tailored to your organization’s needs.

The time off feature allows your employees to request time off directly through the portal or mobile app. Once approved, these requests will be accessible in reports, providing valuable insights for payroll administration, time off analytics, and more.

💡 Read more about Time off and how it works here: Time off settings

Add your time off policies along with their settings so they can later be assigned to your employees. You also have the option to import these policies via a file; however, it’s very important to ensure that each policy name is spelled exactly the same to avoid duplicates during the import process.

Each policy includes its own customizable settings and rules, designed to handle automatic calculations. This streamlines processes and reduces the administrative workload for you.

Add in your local public holiday calendar, which will then be taken into account when your employees book time off.

Your calendar will automatically include the public holidays for your chosen country or location. We understand that each organization is unique, so you're welcome to customize your calendar further by removing or adding public holidays as needed. This ensures your calendar perfectly reflects your specific schedule and requirements.

Time tracking helps you monitor work hours across projects. Add managers who can create projects and assign team members. This feature must be activated before it becomes available to your team.

Once your time tracking managers are added, you'll be able to set up projects and assign them to your employees. As your team logs their time on these projects, you'll gain valuable insights through an intuitive overview and detailed reports. This approach is designed to simplify project management and help you make informed decisions, ensuring a smoother and more efficient workflow for everyone.

This is where you configure your company's whistleblowing settings. When activated, this feature enables individuals to submit anonymous reports—whether for internal or external matters—that you can manage with ease.

For data privacy, all information associated with a case will be automatically deleted two years after the case has been marked as closed.

Please note that legal limitations may apply regarding the types of issues that can be reported through your whistleblowing channel. We encourage you to review these regulations and adjust your matter categories and guidance for employees accordingly.

Select the default templates you’d like to use for onboarding and offboarding within your company. These templates will automatically be applied when no other template is in use, ensuring a smooth and consistent experience for both new hires and departing employees.

Mapping skills in your organization offers several benefits:

This simple setup helps you maintain a transparent overview of your team's competencies, making it easier to support growth and drive success.

Set up the certifications you'd like to monitor and invite your employees to submit them. Our system will notify you as each certification nears its expiration, ensuring you stay informed and your team remains up-to-date.

Enhance your dashboard by adding a widget that kindly reminds you when certifications are nearing their expiration. This personalized feature helps you stay on top of important deadlines, ensuring your team’s credentials remain current and compliant.

Personalize your company's data retention settings to suit your needs. These retention periods will start from the date an employee is archived in Aboard. You can set different durations for profile information, finance and payroll data, contracts, and documents. Choose from options such as keeping data forever or retaining it for 1, 2, 3, 5, or 10 years. This setup helps you manage data efficiently and ensures compliance with your policies.

Allow your employees to share their ethnicity details. This enables you to generate insightful diversity reports that support your commitment to an inclusive work environment and help ensure compliance with legal requirements in some regions.

Create personalized, automated approval workflows that fit your company’s needs.

Select the appropriate team members to review and approve various requests, such as compensation adjustments, position changes, and time reporting updates. The system sends approval requests in a clear numerical order, ensuring a smooth process. Once a request is approved, the new information is automatically updated, reducing manual tasks and streamlining your operations.

Easily log and track the reasons behind employee terminations and resignations using our intuitive settings. By recording these details, you gain valuable insights into workforce trends and can identify recurring patterns that might indicate areas for improvement. This not only helps in addressing underlying issues proactively but also guides you in fostering a more supportive and engaging work environment for everyone.