Workspace Setup
Configure the organization details used across ZestNexus.
Open Settings → General. Save the basic organization record before creating policies or employees.
Organization details
| Field | What to enter |
|---|---|
| Organization name | The name employees and recipients should recognize; use the legal name where required on payroll documents. |
| Logo | A clear organization logo for the workspace and generated documents. |
| Email, phone, website | The organization contact details used in communications. |
| Address, city, state, country, postal code | The registered or operating address. |
| Industry and company type | Classification used to describe the organization. |
| Financial year and currency | The reporting year and currency used by finance and payroll. |
| Time zone | The local time used for attendance, deadlines, and reports. |
| Working days and weekly offs | The regular work week; this affects attendance and leave calculations. |
Structure and people
Create Locations, Business entities, Departments, Teams, and Roles before employees. For every department or team, capture a name, parent department/team where applicable, manager or lead, members, and active status. In Roles, select a role name and grant only the module permissions needed: view, create, update, delete, approve, export, or manage.
Attendance policy checklist
Set working hours, holiday list, shifts, break policy, attendance method, grace period, late/early rules, regularization rules, and approved locations or IP addresses. See Attendance Rules.
Leave and payroll policy checklist
For every leave type set name, code, paid/unpaid treatment, annual entitlement, accrual frequency, minimum and maximum request days, half-day availability, notice period, carry-forward and expiry, eligibility, and approver. For payroll, set frequency and pay period, payroll calendar, pay date, entity, statutory/tax treatment, approval owner, payment method, and locked-period rules. Then create pay elements and salary templates before assigning employee salary.