Quick Start

Getting started with CitoHR is quick and easy. Follow these steps to set up your account and organization.

Creating Your Account

To get started, you'll need to create an account. There are two ways to do this:

Self-Registration

If you're the first person from your organization to sign up:

1. Go to the registration page
2. Enter your Full Name and Work Email
3. Create a Password (must be at least 8 characters)
4. Agree to the Terms of Service and Privacy Policy
5. Complete the security verification (if required)
6. Click Create Account

After registration, you'll be automatically signed in and redirected to set up your organization.

Invited by an Administrator

If an administrator has invited you to join an existing organization:

1. Check your email for an invitation link
2. Click the invitation link (valid for 3 days)
3. You'll be taken to the account setup page
4. Create your password (must be at least 8 characters and match confirmation)
5. Click Complete Setup
6. You'll be redirected to sign in with your new password

Sign In with Google

You can also sign in using your Google account. If you're the first person from your organization, you'll be prompted to create an organization after signing in.

Setting Up Your Organization

If you're creating a new organization, you'll go through a guided setup process with four steps:

Step 1: Organization Details

Enter your organization's basic information:

• Organization Name - Your company name
• Email Domains - Email domains allowed for your organization (e.g., @yourcompany.com)
• Organization Slug - A unique identifier for your organization (auto-generated from name)
• Address - Your organization's physical address (optional)
• Industry - Your industry type (optional)

Step 2: Departments

Set up your organizational structure by creating departments. You can:

• Add multiple departments (e.g., HR, IT, Finance, Sales)
• Assign managers to each department
• Skip this step and add departments later if needed

Step 3: Expense Categories

Configure expense categories for expense claim management. You can:

• Add common expense categories (e.g., Travel, Meals, Supplies, Equipment)
• Skip this step and configure categories later if needed

Step 4: Regional Settings

Configure regional settings for your organization:

• Country - Select your organization's country
• Timezone - Select your organization's timezone
• Date Format - Choose MDY, DMY, or YMD format
• Currency - Select your organization's currency

After completing all steps, your organization will be created and you'll be automatically signed in and redirected to the dashboard.

After Setup

Once your organization is set up, you can start using CitoHR:

• Add Employees - Go to Admin > Users to add team members
• Configure Settings - Visit Admin > Settings to customize organization, email, and regional settings
• Set Up Leave Policies - Configure leave management at Admin > Leave
• Explore the Dashboard - The dashboard provides an overview of your HR operations

Account Approval

Depending on your organization's settings, new user accounts may require administrator approval. If your account is pending approval:

• You'll see a message indicating your account is pending activation
• You'll receive an email notification once your account is approved
• You can then sign in and access CitoHR
• Contact your organization's administrator if you need assistance

Next Steps

Once you've completed the quick start steps, explore our Features documentation to learn more about managing employees, processing payroll, leave management, and using all the features CitoHR has to offer.