Length 1:35Set up TracefyHR in 15 minutes
Set up TracefyHR in about 15 minutes: confirm your email, add your first employee, add your logo, invite your HR lead and run your first payroll, step by step.
For owners
Video guide · Settings
How to set up company settings in TracefyHR
Settings is where you set up the basics of TracefyHR once, and everything else follows. In this short video a manager adds the company logo, picks a currency, adds departments, sets office hours and assigns people, adds a visa expiry field and chooses which notifications go out.
- 1:11 long
- For managers
- English captions and transcript
What you'll learn
- How to add your company details and a logo that brands the invites you send
- How to choose your currency from 18 options and set how tax is labeled on payslips
- How to add departments and role tags that match how your team is organized
- How to set work schedules, like office hours from 9 to 6, and assign people to them
- How to add your own profile fields, like a visa expiry date
Prefer reading?
Company settings
The same task in the user guide, step by step with screenshots.
Open the articleTranscript
The full narration of the video. Select a time to jump to that moment.
0:00What Settings does
0:01Every company runs a little differently. TracefyHR adapts to yours.
0:07Settings is where you set up the basics once, and everything else follows.
0:12Company profile and logo
0:14Add your company details and logo. Your logo brands the invites you send.
0:21Currency and tax label
0:21Choose your currency from 18 options, and how tax is labeled on payslips.
0:27Departments and role tags
0:27Add departments and role tags that match how your team is organized.
Common questions
Which currencies does TracefyHR support?
You can choose from 18 currencies in Settings, under Currency & Tax. Changing the currency changes how amounts are labeled. It does not convert them.
Can I add custom fields to employee profiles?
Yes. In Profile Fields you can add your own fields, such as a visa expiry date. An Emergency Contact section is already there by default.
Can I set work schedules for my team?
Yes. In the Schedules tab you set work hours, such as office hours from 9 to 6, then assign people to each schedule.
Can I control which notifications TracefyHR sends?
Yes. The Notifications tab lets you choose which automated notifications go out and who receives them. You can also add scheduled reports for each department.
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Ready to transform your HR?
Set up your company, invite your team, and see if TracefyHR fits. Free for 30 days — no credit card required, cancel any time.