Length 0:51Home: your day at a glance
See the TracefyHR Home page: who's out today, tomorrow or this week, who has checked in, upcoming birthdays and work anniversaries, and your own time off.
For managers, HR and employees
Video guide · Getting started
How to set up TracefyHR in about 15 minutes
Get started and the dashboard checklist walk you through setting up TracefyHR, in about 15 minutes. In this short video a new owner confirms their email, adds a first real employee, adds a logo, invites an HR lead and runs a first payroll, and each checklist step ticks itself off along the way.
- 1:35 long
- For owners
- English captions and transcript
What you'll learn
- How to confirm your email with a code, which you need before you can invite teammates
- How to add your first real employee, who then gets a welcome email with their login
- Where to remove the 8 sample employees once you're ready
- How the dashboard checklist works, from adding your logo to inviting a teammate and choosing what they can see
- How to run your first payroll: salaries fill in from each profile, then you check, save and finalize
Prefer reading?
Set up your company
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.
0:00Get started and the setup bonus
0:01You just created your workspace. Let's make it yours, in about 15 minutes.
0:07You land on Get started. Finish it within a week, and you get 100 free AI credits.
0:13Confirm email and add your team
0:15First, confirm your email with the code we sent you. It unlocks teammate invites.
0:21Then add your first real employee. Name, role, salary and start date.
0:30They get a welcome email with their login.
0:33The other 8 people are sample data. Remove them here when you're ready.
0:38Add your logo, invite a teammate
0:39Your dashboard checklist covers the rest. Five quick wins, top to bottom.
0:44Add your logo. It brands the invites you send your team.
0:49Each step ticks itself off as you go.
0:53Next, invite a teammate, like your HR lead, and choose what they can see.
0:59They get an email with a temporary password.
1:03Run your first payroll
1:05Now run your first payroll. Salaries fill in from each profile. Check, save, and finalize.
1:11Payslips appear in each person's portal and app.
1:15Last, set up billing whenever you're ready. Your trial runs 30 days either way.
1:21That's the basics. People, leave, attendance and payroll, finally in one place.
1:28Your checklist stays on the dashboard. Start with the first open step.
Common questions
How long does it take to set up TracefyHR?
About 15 minutes for the basics. Get started covers confirming your email and adding your team, and the dashboard checklist covers your logo, inviting a teammate, your first payroll and billing.
How do I get 100 free AI credits?
Finish the Get started steps within a week of signing up: confirm your email and add 3 employees. You then get 100 free AI credits as a setup bonus.
Where do employees see their payslips?
Once you finalize payroll, payslips appear in each person's employee portal and in the mobile app.
Do I have to set up billing during setup?
No. Billing is the last step on the checklist, and you can do it whenever you're ready. Your free trial runs 30 days either way.
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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.