Getting started with Sapiens

1Sign in for the first time

Start by checking that you can reach your workspace.

1. Open the sign-in link you received from your administrator or the inaivia team.
2. Enter your work email and password, then select Sign in.
3. Look through the menu to see the modules your role can open.

Tip: Employees see their own self-service pages, such as My Leaves, My Attendance and My Payslips. What you see depends on your role.

2Set up your company rules

Add these first, because attendance, leave and payroll all depend on them.

1. Publish your HR policies so everyone works from the same rules.
2. Add your holiday calendar for the year.
3. Set up your departments and designations, so employees can be placed correctly when you upload them.
4. Set up your payroll schedule.
5. If you use biometric devices, connect them through the biometric gateway and check that punches arrive.

3Give people access

Decide who can see and change what before you invite the wider team.

1. Review the roles and permissions available, and decide which role suits HR, managers and employees.
2. Give your HR team access first, so they can check the setup.
3. Give managers and employees access once your employee records are in place.

Tip: Employee data is sensitive. Give each person only the access their job needs, and review high-privilege access regularly.

4Bring in your employees

Core HR is the source for every other module, so start here.

1. Open Core HR and use bulk upload to import your employees and interns.
2. Check the employee directory by department, designation, type and status.
3. Add employee documents, reporting lines and assigned assets.
4. If you need past attendance, use the CSV upload in Attendance.
5. Create your first payroll run and review it before you finalize it.

Tip: Try the upload with a few employees first. It is easier to correct a small file than a full one.