HRM - step 1: Preparing the setup

• Modified on: Thu, 11 Jun, 2026 at 1:59 PM

Before you start — a quick checklist

Go through these steps first. They help you set up leave correctly in the system.

1 — Gather your leave information

1. Write down all the types of leave you offer. This includes vacation days, sick leave, and any extras — like extra days for age or years of service, or special leave for moving house, having a baby, or getting married.
2. Part-time employees? If they get the same leave as full-timers, just less of it (based on their hours), you don't need to list that separately. The system handles it automatically.
3. Hourly workers? Make a separate list for them. They build up leave based on the actual hours they work — not a fixed amount.
4. Got shift workers or employees with rosters? Write down all the roster schedules you use.
5. Match each type of leave to the right group of employees. Who gets what?
6. Check your leave balances. You'll need to know how many hours each employee had left on December 31 of last year (if you're starting from January 1).

2 — Set up in the system

Choose the option that fits your situation:

You handle your own payroll in Celery?

• Step 2 guide – Permissions & turning on the module (end user)

An admin office handles your payroll?

• Start using Celery HRM – for payroll service providers
• Step 2 guide – Permissions & enabling the module (admin office customers)