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New Company Setup Checklist — Go Live in Under a Day

From Zero to Fully Running HR in Under a Day

This checklist walks you through every step to get your company fully set up on MyHR Nest — employees loaded, payroll configured, attendance live, and your team using the app. Most companies complete this in 2–4 hours. Larger companies (30+ employees) may take a full day.

Before you start: Have your employee list ready (name, NRC, position, salary, bank account, start date). An Excel file works perfectly — you can bulk import it.

Phase 1 — Account and Company Setup (30 minutes)

Step 1 — Create Your Account

  • Go to app.myhrnest.com
  • Click Sign Up
  • Enter your email address and create a password
  • Verify your email (check your inbox for a verification link)
  • You are now logged in as Super Admin (highest access level)
📸 Screenshot: MyHR Nest signup page — email field, password field, Sign Up button

Step 2 — Set Up Your Company Profile

  • Go to Settings → Company Profile
  • Fill in: Company Name, Registration Number, Address, Phone, Industry
  • Upload your company logo
  • Set your working days per month (Myanmar standard = 26 days)
  • Set your standard working hours (e.g. 8 hours/day, 9AM–5PM)
  • Click Save

Checkpoint: Company name and logo should appear at the top of your dashboard.

Phase 2 — Add Your Employees (30–60 minutes)

Step 3 — Create Departments First

  • Go to People → Departments
  • Click Add Department
  • Create each department your company has (e.g. Accounts, Sales, Warehouse, Management)
  • Assign a Department Head if applicable

Step 4 — Add Employees

You have two options:

MethodBest ForHow
One by oneUnder 10 employeesPeople → Employees → Add Employee → fill form
Bulk import (Excel)10+ employeesPeople → Employees → Import → download template → fill → upload

Step 5 — Complete Each Employee's Profile

For each employee, add:

  • ☐ Full name, position, department, start date
  • ☐ NRC number
  • ☐ SSB number (if enrolled)
  • ☐ Bank name + account number (for payroll transfer)
  • ☐ Basic salary
  • ☐ Phone number and email (needed for app login)
📸 Screenshot: Employee profile form showing all fields: name, NRC, SSB, bank account, salary, department, start date

Checkpoint: All employees should appear in People → Employees with Status = Active.

Phase 3 — Configure Payroll (30–45 minutes)

Step 6 — Set Up Salary Components

  • Go to Payroll → Salary Components
  • Add any allowances your company pays: Housing Allowance, Transport Allowance, Meal Allowance, etc.
  • Add any deductions: Loan Repayment, Uniform Deduction, etc.
  • Assign allowances/deductions to the relevant employees

Step 7 — Verify SSB and Tax Settings

  • Go to Payroll → Payroll Settings
  • Confirm SSB is enabled: Employee 2% + Employer 3%
  • Confirm Income Tax bands are set to Myanmar rates
  • These are pre-configured — you usually only need to verify, not change

Checkpoint: Run a test payroll (do not finalize). Check that SSB amounts and tax amounts look correct for 2–3 employees.

Phase 4 — Set Up Attendance (20 minutes)

Step 8 — Configure GPS Geofence

  • Go to Attendance → Attendance Settings
  • Click Set Office Location
  • Search for your office address or drop a pin on the map
  • Set the geofence radius (recommended: 100–200 meters for a single office)
  • Enable GPS attendance

Step 9 — Set Working Hours and Shifts

  • Set your standard shift start and end time
  • Set the late arrival grace period (e.g. 15 minutes)
  • Configure OT threshold (when does overtime start)

Checkpoint: Have one employee test a GPS clock-in. Confirm it records correctly and that their location is within the geofence.

Phase 5 — Set Up Leave (15 minutes)

Step 10 — Configure Leave Types and Balances

  • Go to Attendance → Leave Types
  • Review the default leave types: Annual Leave (14 days), Sick Leave (10 days), Emergency Leave (3 days), Maternity Leave (98 days)
  • Adjust day amounts if your company policy differs
  • Assign leave balances to all employees

Checkpoint: Check one employee's Leave Balance — they should show the correct number of days for each leave type.

Phase 6 — Invite Your Team (15 minutes)

Step 11 — Add HR Manager Accounts

  • Go to Settings → User Management
  • Add your HR Manager's email and assign the HR Manager role
  • They will receive an invitation email with login instructions

Step 12 — Employees Get App Access

  • Each employee whose profile has an email address can log in to app.myhrnest.com
  • They use Forgot Password to set their first password
  • Share the app link with your team: app.myhrnest.com
  • They can immediately: clock in/out, apply for leave, view payslips
📸 Screenshot: Welcome message to send employees: 'Your HR is now on MyHR Nest. Go to app.myhrnest.com, enter your work email, click Forgot Password to set your password. You can now apply for leave, view payslips, and clock in from the app.'

✅ Full Setup Checklist Summary

PhaseTasksTimeDone?
Phase 1Account created + company profile complete30 min
Phase 2Departments created + all employees added with NRC/SSB/bank30–60 min
Phase 3Salary components set + SSB/tax verified30–45 min
Phase 4GPS geofence set + shifts configured + test clock-in done20 min
Phase 5Leave types configured + balances assigned15 min
Phase 6HR Manager invited + employees have app access15 min
TotalSystem fully live2–4 hours

🗣️ မြန်မာဘာသာ

Setup အဆင့်များ (တစ်နေ့အတွင်း live ဖြစ်):

  1. ☐ Account ဖွင့် + Company profile ဖြည့်
  2. ☐ Department များ ဖန်တီး + ဝန်ထမ်းများ ထည့်သွင်း (NRC, SSB, bank account)
  3. ☐ Salary components ထည့် + SSB/tax စစ်ဆေး
  4. ☐ GPS geofence သတ်မှတ် + test clock-in
  5. ☐ Leave types + balance သတ်မှတ်
  6. ☐ HR Manager ဖိတ်ကြား + ဝန်ထမ်းများ app access ရ

ကူညီရန်လိုပါက support@myhrnest.com သို့ email ပို့ပါ

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📞 Need help? Email support@myhrnest.com | Mon–Sat 9AM–5:30PM Myanmar Time

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