Steps after your company is approved
The owner's checklist from zero until employees can clock in, submit claims and request purchases.
Follow this order. Each step prepares data the next step needs. Steps marked optional can be skipped if you do not use the feature.
Step 1 — Complete the company profile
Menu Master → Company: address, logo, tax number, start of the fiscal year. The logo and address appear on printed documents (purchase requests, orders, bills). Details: Company profile.
Step 2 — Set up document numbering
Menu Settings → Numbering. Standard formats are already set (for example PO/2026/10/00001). Change them now if
your company has its own format, or to continue numbers from a paper register. Details:
Document numbering.
Step 3 — Build the organization
Menu Personnel:
- Organization Types: COMPANY, DIV, DEPT and TEAM already exist.
- Organization: create divisions and departments under the top unit.
- Positions and Job Grades: examples exist; adjust their names and salary ranges.
Details: Organization structure.
Step 4 — Add employees
Menu Personnel → Employees. Enter the main data, then the assignment (unit, position, grade, manager, employment type). The manager decides who approves overtime, attendance corrections and expense claims. Details: Employees.
Free plan: at most 10 active employees.
Step 5 — Prepare roles
Menu Settings → Roles & Permissions. The starter roles are enough to begin:
| Role | For |
|---|---|
| Owner | The owner. Full access, cannot be changed |
| Admin | Day-to-day management: everything except ownership |
| Employee | Staff: their own attendance, overtime, claims, bookings, purchase and legal requests |
| Director | Like Employee, plus seeing and approving the team below them |
| Finance Staff / Finance Manager | The finance team: staff prepare, the manager posts and pays |
Create more roles when needed, for example "Purchasing" or "Legal". Details: Roles and permissions.
Step 6 — Create accounts for your team
Menu Settings → Members:
- Create account for people who do not have an Alurco account yet, and link it to their employee record. This is required for employees to clock in and submit claims.
- Invite people who already have an Alurco account.
Details: Team members.
Step 7 — Set up the features you use
| If you use | Prepare first | Guide |
|---|---|---|
| Attendance | Working hours, office locations (GPS) or office network (IP), holidays | Attendance settings |
| Overtime | Overtime rules and rates per grade, or base salaries for the government rate | Overtime |
| Expense claims | Categories and limits | Categories and limits |
| Purchasing | Vendors and approval rules | Approval rules |
| Finance | Chart of accounts and finance settings | Chart of accounts |
| Assets | Asset categories | Asset register |
| Warehouse | Warehouses, racks and items | Warehouses and items |
| Bookings | Resources (cars, meeting rooms) | Booking resources |
Step 8 — Start working
Your team signs in with their accounts, accepts the Terms, changes the initial password, and sees the menus of their role. Work waiting for each person appears in the notification bell.
Need help? Open Help & Support → Tickets. See Support tickets.