Getting started with The StaffApp
A walkthrough of the four steps to get your account fully set up and your first staff member active.
The StaffApp is built around a simple model: your company owns one or more locations, each location has staff, and supervisors run check-ins that track development over time. Setup takes about five minutes.
Step 1 — Your company and first location
When you signed up, you created your company and first location during onboarding. You can add more locations anytime from your dashboard. Each location is an independent unit — staff, check-ins, and reports are scoped to the location they belong to.
Step 2 — Add your first staff member
Go to Dashboard → + Add Staff. Fill in their name, email, hire date, and role classification. The app sends them an invite email — they create their own password and their profile is linked automatically.
If a staff member was hired before you started using the app, enter their real hire date. The system auto-skips any milestones that have already passed.
Step 3 — Complete your first check-in
Once a staff member is added, the cadence engine schedules their 30, 60, and 90-day milestone check-ins automatically. Navigate to Check-in from the bottom nav, select the associate, and complete the conversation using one of the suggested prompts.
Step 4 — Explore the owner dashboard
As an owner you can see all locations, roster, flagged check-ins, overdue touchpoints, and new hire progress from the home screen. Supervisors see a focused view of their own location.
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