People and finish setup

Outcome

Capacity exists to plan shifts, and the wizard is finished.

Who it's for

Company admin / people manager

Prerequisites

• Optional prior master-data steps done or skipped

Steps

1. Continue Full Setup to Resources (people). Add the workers or contractors you will plan: first/last name and resource type at minimum.
2. Optionally set email/phone, send a people-portal invite, or link a user account so they can manage availability themselves.
3. Use Add Another Resource for more people, or Import from CSV if you already have a roster (type/status lookups are in Import help).
4. Skip Resources only if you will add capacity later from People in the main app: you need at least one person before meaningful shift planning.
5. Open Finish. Review required and optional setup, then choose Go to Dashboard to complete the wizard.
6. You land on Overview. Next learning path: Planning the first shift: then availability, qualifications, and invoicing as needed.