Getting started
Follow this guide to set up and manage your organization
Initial organization setup
Configure your organization to start using the platform.
- Access 'Organization settings' from the settings icon in the top bar
- Complete your company information: name, address, tax ID and contact details
- Define your brand's primary color to customize the platform interface
- Upload your company logo that will appear in the sidebar and exported reports
- Configure your organization's time zone for accurate records
- Set the default language for all users in your organization
- Save changes to apply the configuration to the entire organization
- supportAdmins.steps.setup.points.7
- supportAdmins.steps.setup.points.8
- supportAdmins.steps.setup.points.9
Manage team users
Add and manage your team members.
- Access the 'Users' section from the sidebar
- Click the '+ Invite user' button in the top right corner
- Enter the email address of the user you want to invite
- Assign a role: User (employee), Admin (administrator) or Representative (union)
- The user will receive an invitation email with a link to set up their account
- Once the invitation is accepted, the user will appear in the active user list
- You can edit user information, change their role or deactivate their account from the list
- Deactivated users cannot access the system but their historical data is preserved
Invite User
Send an invitation to join Mi Organización
An email will be sent to the user with an invitation link to the organization. They will need to complete their registration by setting up their password and adding their personal information such as their ID number.
Configure work schedules
Define your team's work schedules.
- Access the 'Schedules' section from the sidebar
- Click '+ Create schedule' to define a new work schedule
- Assign a descriptive name to the schedule (e.g., 'Morning shift', 'Intensive hours')
- Configure each day of the week: mark working days and rest days
- For each working day, set the expected clock-in and clock-out times
- Define mandatory breaks (name, start time, end time and if they count as work)
- Set tolerance margins for clock-in and clock-out (e.g., 15 minutes)
- Assign the schedule to corresponding users indicating the start date
- Users will see their assigned schedule and the system will compare it with actual time entries
Create schedule
Define a work schedule with breaks
Manage projects and locations (optional)
Organize your team's work by projects if your organization needs it.
- Access the 'Projects' section from the sidebar
- Click '+ Create project' to add a new project or work location
- Enter the project name and a brief description
- Indicate the physical address of the project if employees work at that location
- Assign specific users to the project to control who can clock in on it
- Assigned users will see the project as an option when clocking in/out
- You can activate or deactivate projects as needed without losing historical data
- Reports can be filtered by project to see time dedication per location
Create project
Monitor team time entries
Monitor and manage your team's time entries.
- Access the 'Time entries' section to see all team records
- Use the top filters to search by user, date or specific project
- Each row shows: date, user, hours worked, breaks and status (complete/incomplete)
- Click on a workday to see full details with all electronic signatures
- Verify time entry geolocations to detect possible irregularities
- Identify incomplete workdays (without clock-out) to follow up with employees
- Export data to CSV for more detailed analysis or payroll integration
- supportAdmins.steps.timeEntries.points.7
- supportAdmins.steps.timeEntries.points.8
- supportAdmins.steps.timeEntries.points.9
Manage requests and approvals
Review and manage your employees' requests.
- Access the 'Requests' section to see all pending requests
- Requests can be: time entry modifications, manual time entries or absences
- Click on a request to see all details: reason, dates and attachments
- Review the information provided by the employee and verify its validity
- Compare requested data with existing schedules and records
- Approve the request if correct or reject it indicating the reason
- The employee will receive an email and push notification on their device with your decision
- Approved requests automatically update system records
Detalle de solicitud de ausencia
Revisar y aprobar/rechazar ausencia
Solicitado por
PendienteAna Martínez López
16/01/2025, 09:15
Detalles de la ausencia
Tipo de ausencia
Visita médicaFecha
17 ene 2025
Hora inicio
10:00
Hora fin
12:00
Motivo
Cita con el médico de familia para revisión anual. Adjunto justificante médico.
Archivos adjuntos
justificante_medico.pdf
0.45 MB
Generate reports and analytics
Get detailed information about attendance and hours worked.
- Access the 'Reports' section from the sidebar
- Select the date range you want to analyze (day, week, month or custom)
- Filter by specific user or project for segmented reports
- The dashboard shows: total hours worked, overtime, absences and days worked
- View attendance charts, punctuality and comparison with expected schedules
- Export reports to CSV to process in Excel or import to your payroll software
- Download electronically signed reports in PDF format for labor inspections
- Reports include all digital signatures and geolocations to comply with RDL 8/2019
- supportAdmins.steps.reports.points.8
- supportAdmins.steps.reports.points.9
- supportAdmins.steps.reports.points.10
Audit and traceability
Check the complete log of all actions performed in the system.
- Access the 'Audit' section from the sidebar
- Every important system action is automatically logged: creations, modifications and deletions
- Filter records by table (users, time entries, schedules, projects, etc.)
- Filter by action type: create, update or delete
- Use the date filter to review actions in a specific period
- Search by record ID, username or email to locate specific actions
- Click on any record to see full details: previous values, new values, IP and browser
- Records include information about the user who performed the action or indicate if it was a system action
- Pagination allows navigating through large volumes of records (50 per page)
- Use the 'Clear filters' button to reset all search criteria
- Audit records are kept for 2 years by default to comply with legal requirements
Important notes for administrators
- •As an administrator, you are responsible for the correct configuration of the platform and legal compliance
- •Time records are kept for 4 years according to current labor regulations (RDL 8/2019)
- •Regularly review pending requests to maintain team motivation
- •Make sure all users have assigned schedules for accurate comparisons