NOTE
If you signed up via the mobile app, you must complete the basic setup on the dashboard.
Shopl Basic Setup
Step 1: Enter company name
Step 2: Choose features
Step 3: Set up groups
Step 4: Register workplaces
Step 5: Register members
Step 1: Enter Company Name
Enter the company name that will be visible to all employees on the dashboard and app.
- You can change the company name anytime from the dashboard.
Step 2: Choose Features
During the 30-day free trial, you can explore all features of Shopl. Enable only the features your company needs to create a customized collaboration tool.
- Available features:
- Attendance
- Schedule
- Leave
- Overtime
- Journey plan
- To-do
- Notices & Surveys
- Reports
- Posting board
- Chat
Step 3: Set Up Groups
Groups represent departments or teams employees belong to.
Use the "Add a group" button to create an organizational structure that matches your company size and employee management style.
The top-level group defaults to the company name entered during sign-up. While this group cannot be deleted, you can update the company name via settings.
▸ Change Company Name Path: Dashboard > [Settings] > [Company information]
Step 4: Register Workplaces
- Click the Add Workplace button in the top-right corner and enter the workplace name and address.
- When entering the address, click the check button to confirm the location is accurately marked on the map.
- Select the authentication method for punch-in/out:
If using GPS, specify the radius (e.g., punch-in allowed within 40m of the workplace). If both GPS and QR are enabled for all workplaces, no additional selection is required. - Click Register to complete workplace registration.
Step 5: Register Members
- Click the Add Member button in the top-right corner and enter the employee's name, phone number, and group.
- For the group, select one of the groups set in Step 3. Assign the employee as a leader if applicable.
What Permissions Does a Group Leader Have?
Approval authority can be assigned on an individual leader basis. Leaders can review and decide on employee requests, such as schedule changes or overtime applications.
