Quick Start: Owner & GM

Welcome to The StaffApp. As an Owner or GM, you control the full account — locations, staff, managers, billing, and reporting. This guide gets you from zero to running your first check-in as fast as possible.

Step 1 — Finish the setup wizard (5 min)

If you haven't already, complete the four-step setup wizard: Company info → Your profile → Add departments → Invite your first manager. The wizard appears automatically on first login. You can return to it anytime via Settings.

Step 2 — Add your first staff member (2 min)

From your dashboard, tap + Add Staff. Enter their name, email, hire date, department, and Skill Classification. They'll receive an invite email immediately. If you're adding existing employees, enter their real hire date — the system auto-skips milestones that have already passed.

Step 3 — Invite a manager or department head (2 min)

Go to your Staff Roster and add a team member with the Manager or Department Head role. Department Heads complete their own setup wizard to configure their department's skill tiers and stations. Managers skip setup and go straight to the dashboard.

Step 4 — Run your first check-in (10 min)

Open Check-in from the bottom nav. You'll see any scheduled milestones waiting. Select one, choose a conversation prompt, have the conversation, then record your notes. Mark it complete. That's the full loop.

Step 5 — Review your owner dashboard

Your home screen shows: flagged check-ins needing attention, new hires in their 90-day window, overdue touchpoints, and an at-a-glance roster across all locations. Everything that needs your attention surfaces here automatically.

Step 6 — Configure alert settings

Navigate to Settings → Alert Settings to decide which flag types (attendance, performance, safety, etc.) notify which roles. This takes two minutes and ensures the right people see the right signals.

You're ready. What's next?

• Add all your existing staff with accurate hire dates.
• Invite all managers and department heads.
• Explore the DevCoach chat bubble for coaching prompts and support.
• Check your Schedule tab to see upcoming milestones.