To optimally set up the arrival of a new team member on OOTI, you can follow our setup guide available on OOTI and/or check the following list of actions:
Check your number of licenses in your subscription area or on your contract to make sure you have a sufficient number of licenses
Create your new team member’s profile
Define their team and project permissions
Set up their salary
Configure time entries
Assign them to the projects they will be working on
Set up their role and billable rate, by default and per project
Invite your team members to OOTI
Assign them periods in resource planning or amounts in budgets
Congratulations! 🎉 Everything is ready for the arrival of a new team member!