Getting Started With Engage

Engage Support can assist with implementation, data preparation and training. Contact support@engagesolutions.co.nz if you need help planning or loading a large amount of data.

Begin in Customer Admin with the information used throughout Engage:

• Branches
• Departments
• Cost Centres
• Employee Roles
• Delivery Locations

Create these before adding employees so the required selections are available.

Before loading employees, consider creating Work Schedules and Employee Profile Templates.

Create or import employees, decide when to activate their access, then assign the required Authorities and Company or Branch contacts.

Continue with the modules your organisation uses:

• Training: Qualifications, Providers and Training Courses
• Health Checks: Providers, Health Checks and employee completion records
• Leave: Work Schedules, leave text and opening balances
• Assets: Attributes, Assets and maintenance schedules
• Expenses and Capex: codes, approvers and approval settings
• Contractors: contractor companies, workers and Branch access
• Health & Safety: Risk Register, hazardous substances and contacts
• Uniforms: Suppliers, Products, Uniforms and approval workflows
• Forms: templates, schedules, alerts and Actions

Review the Company record to add your logo, Critical Risks, Policies, Procedures, Certificates, notifications and Dashboard Quick Links.

Use Managing Company Settings and Contacts as the final checklist.