Create Your Account
Visit app.thestaffbook.com/register to create your free account.
- Enter your organization name, admin email, and password
- Verify your email address by clicking the link we send
- Complete the onboarding wizard with basic company details
- You'll be taken to your admin dashboard immediately
💡 Tip: Use your work email for the admin account. You can add additional admins later from Settings → Users.
Set Up Your Organization Structure
Before adding employees, set up the structure of your organization:
a) Create Departments
Go to Settings → Departments and add your departments (e.g., Engineering, HR, Finance, Sales).
b) Add Designations
Go to Settings → Designations and create job titles for each department (e.g., Software Engineer under Engineering).
c) Configure Branches (if applicable)
If you have multiple office locations, add them in Settings → Branches.
d) Set Up Work Shifts
Define working hours in Settings → Work Shifts. You can create multiple shifts (Morning, Evening, Night) and assign them to employees.
Configure Leave Policies
Set up your leave policies before adding employees:
- Leave Types: Go to Settings → Leave Types. Default types include Casual Leave, Sick Leave, and Privilege Leave.
- Leave Balances: Configure annual leave quotas per leave type. These will be assigned to employees automatically.
- Holidays: Add public holidays in Settings → Holidays. These are excluded from leave count calculations.
Add Your Employees
Now you're ready to add employees. Go to Employees → Add Employee.
Required information for each employee:
- Full name and employee ID
- Email address (used for login)
- Department and Designation
- Date of joining
- Reporting manager
Bulk Import: Import multiple employees at once using our Excel template in Employees → Import.
✅ Once added, employees receive an email invitation to set their password and access the employee self-service portal.
You're Live!
Congratulations! Your StaffBook is ready. Here's what happens next:
- ✅ Employees can log in and check in/out daily
- ✅ Leave requests start flowing through the approval workflow
- ✅ You'll see real-time attendance on your dashboard
- ✅ Monthly payroll processing is ready to run