Register & Set Up Your erly Account
Registration
Create your Free, Premium, or Premium Plus account by going to erly.app/register/ and entering your details.
Then, look out for an email from us to get access!
Set up your account
1. Enter Your Business Information
- Workplace > Setup Details
The first thing you will want to do is enter your business information. Here, you can enter the details for your primary place of business, operating details, and default shift and lunch break times (for rostering). You can also add custom tags for sorting category items such as staff, customers, documents etc.
2. Add Site Locations
- Workplace > Manage Site Locations
Set up the specific locations where employees will primarily be working. This might include your head office, factory, stores, etc.
3. Add Rooms/Teams
- Workplace > Rooms/Teams
Add your team or room names as places where employees can be rostered to work. These might include Admin, Support, Floor, Showroom, Boardroom, Offsite, etc.
4. Add or Import Staff
- Staff/HR > Manage Staff
Click the 'Add Staff' button in the top right corner to manually add staff profiles.
You can bulk add/import staff from Xero, Quickbooks, MYOB, or we can import them from OWNA if you have an account already.
5. Add documents/policies, websites, forms and checklists
6. Add or Import Customers
- Customers/Clients > Manage Customer / Client
Here you can enter and manage details on your customer. These can also be imported from a CSV file template provided in the module.
7. Payroll Setup (Premium Plus)
Please let us know once you are ready to set up your payroll module.
You will also need to send us the following information:
- ABN
- Registered Business Name
- Business Address