Getting Started
Set up your ZestNexus workspace, configure your organization, and get your team ready to use ZestNexus.
Use this guide for a new workspace. Complete the items in order before inviting employees. Platform administration options are intentionally outside this user guide.
Required setup sequence
| Order | Set up | Where to go | Why it comes first |
|---|---|---|---|
| 1 | Organization details | Settings → General | Provides the legal identity, work week, locations, and contact details used by every module. |
| 2 | Organization structure | Departments, Teams, Roles | Gives employees a department, manager, and access level. |
| 3 | Attendance policy | Settings → Attendance and Attendance | Defines work hours, shifts, holidays, check-in rules, breaks, and location controls. |
| 4 | Leave policy | Attendance → Leave policies | Defines leave types, entitlement, accrual, carry-forward, and approvals. |
| 5 | Payroll policy | Payroll → Policies | Defines the payroll calendar, statutory settings, and payment rules. |
| 6 | Pay elements and salary templates | Payroll → Elements and Salary templates | Builds the earnings and deductions required before a salary can be assigned. |
| 7 | Email templates | Email templates | Makes employee, recruiting, and workflow communication consistent. |
| 8 | Offer and joining documents | Document templates | Lets recruiting create offers and onboarding collect signed joining documents. |
| 9 | Employees and assignments | Employees | Assign each employee their structure, attendance, leave, and salary information. |
| 10 | Test and launch | Use a pilot employee | Confirms approvals, calculations, and notices before company-wide use. |
Before you start
Have these decisions ready: legal entity and address, standard work week, holiday calendar, departments and managers, leave entitlements, salary components, payroll frequency, and the documents employees must sign or upload.
Go-live test
With one test employee, check that they can sign in, check in, request leave, submit an expense or helpdesk ticket if applicable, receive an email, access their documents, and view a correctly calculated payslip. Confirm that the manager sees the request and can approve it.
Continue with Workspace Setup, then Templates and Pay Elements.