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RevasOS for HR Managers & Admins ​

This guide walks you through everything you need to do as an HR Manager or Admin to go from zero to a fully working HR system in RevasOS. It covers the full setup — adding people, configuring schedules and permissions, activating the team, and running your first reports.

Use it as a checklist during setup or share it with your team at kickoff.

What you will set up ​

Step 1 — Collect your data ​

Before configuring anything, gather all the information you will need. Having this ready upfront saves time and avoids repeated corrections.

What you need:

  • A list of all collaborators (name, email, role, and team).
  • The workplaces where people clock in (name, address).
  • The absence types your organization uses (vacation, sick leave, personal days, etc.).
  • The work schedule templates you will apply (full-time, part-time, shift-based).
  • If you have many employees, prepare an Excel or CSV file for bulk import.
👥

Add collaborators

Add the people who will be part of your organization.

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📤

Import employees in bulk

Upload collaborators from a spreadsheet to speed up onboarding.

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Guides for this step ​

Step 2 — Set up the HR system ​

This is the main configuration step. You will build the organizational structure, set up permissions, and configure everything the team needs to start tracking time.

2.1 — Create teams and add collaborators ​

Organize collaborators into teams. This makes it easier to assign permissions and filter data later.

2.2 — Assign roles and permissions ​

Decide who can do what. Assign roles so that managers can see their team's data and regular users only see their own.

Best practice

Assign permissions at the team level whenever possible. Individual exceptions are harder to maintain and easier to forget.

2.3 — Link collaborators to work schedules ​

For time tracking, reporting, and absence management to work, each collaborator needs a work hours contract that reflects their actual schedule.

2.4 — Configure workplaces and absence types ​

Define where people work (for attendance tracking) and what types of absences exist in your organization.

2.5 — Configure Timesheets ​

Tailor Timesheets to your company rules: who can edit past entries, what the default views look like, and how reporting is configured.

Step 3 — Get the team up and running ​

The system is ready. Now it is time to bring people in, make sure they can log in, and validate that everything works with real usage.

📱

Install the mobile app

Get collaborators started with the mobile experience for time tracking and clocking.

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⏱️

Create your first time entry

Walk through the core flow for adding a time entry.

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3.1 — Send invitations ​

Invite all collaborators to the platform. After they log in, spot-check that each person sees the right apps and data for their role.

3.2 — Install the mobile app and test ​

Have a few collaborators install the mobile app and create their first time entry or clock-in. This is the fastest way to confirm that the system is correctly configured.

3.3 — Share self-service resources ​

Forward these pages to your team so they can learn the interface on their own:

Step 4 — Run the first reporting cycle ​

After at least one full work period with real data, it is time to check the numbers and generate your first export.

4.1 — Generate reports ​

4.2 — Verify hours and balances ​

Compare expected hours, actual hours, and absences. If something looks off, the most common cause is a missing or incorrect work schedule assignment.

4.3 — Export for payroll ​

Once the data looks correct, export it and send it to your payroll provider or labor consultant.

Step 5 — Expand with additional modules ​

With the HR foundation in place, you can activate more capabilities without repeating the setup work.

Projects and task tracking ​

Connect reported hours to projects so managers can see where time goes:

Reimbursements and expense reports ​

Let employees submit expenses and managers approve them directly inside RevasOS:

Resource allocations ​

Monitor how the team's capacity is distributed and spot under- or over-loaded people: