Company basics in Full Setup

Outcome

Required company setup steps are done so optional master-data steps can follow.

Who it's for

Company admin

Prerequisites

• Signed in to Gig-a-tronic
• Full Setup selected (or upgraded from Quick Setup)

Steps

1. Open the setup wizard at /onboarding (or continue from Welcome after choosing Full Setup).
2. On Your Profile: confirm first and last name, then Save & Continue. Your email is shown for reference.
3. On Company Info: enter at least the company name (required). Add address and contact on Essential / Contact & Legal when you have them.
4. Optionally open Billing & Payments for IBAN and invoice defaults: you can finish billing later in company settings. Save & Continue.
5. On Workflow Settings: decide whether planner-assigned shifts skip Pending Assignment, and whether completed shifts auto-verify. Adjust Smart Assign history and people-portal options only if you already know your process. Save & Continue.
6. On Localization: set region, timezone, date/time/number formats, currency, and first day of week so planning and invoices match how you work. Save & Continue.
7. You now leave the required block. Continue with Logo and team, or skip optional steps and finish later from the app.