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First Login

After completing the installation, follow this guide to set up your organization and start using Open Core Business Suite.

Accessing the Application​

  1. Open your web browser
  2. Navigate to your application URL (the APP_URL you configured in .env)
  3. You should see the login page

Login Credentials​

Use the admin credentials you created during installation:

Production Setup​

If you used php artisan opencorebs:live --fresh, enter the email and password you specified during the interactive setup.

Development Setup​

If you used php artisan opencorebs:demo --fresh, use the demo credentials:

Change Default Password

If using demo credentials, immediately change the password after first login by going to Profile > Change Password.

Initial Configuration​

After logging in, configure your organization settings.

Step 1: Company Settings​

Navigate to Settings > Company Settings to configure:

SettingDescription
Company NameYour organization's name
Company EmailPrimary contact email
Company PhonePrimary contact phone
Company AddressBusiness address
LogoUpload your company logo

Step 2: System Settings​

Navigate to Settings > System Settings to configure:

SettingDescription
TimezoneDefault timezone for all users
Date FormatHow dates are displayed
Time Format12-hour or 24-hour format
CurrencyDefault currency for financial modules
Week Start DayFirst day of the work week

Step 3: Email Configuration​

Verify email settings are working:

  1. Go to Settings > Email Settings
  2. Review the SMTP configuration
  3. Click Send Test Email to verify

If the test email fails, check your .env mail settings.

Setting Up Your Organization​

Create Departments​

Departments organize employees into functional groups.

  1. Navigate to HR > Departments
  2. Click Add Department
  3. Enter department details:
    • Department Name
    • Department Head (optional, can set later)
    • Parent Department (for hierarchical structure)

Common departments to create:

  • Administration
  • Human Resources
  • Finance
  • IT/Technology
  • Sales
  • Operations

Create Designations​

Designations are job titles or positions within your organization.

  1. Navigate to HR > Designations
  2. Click Add Designation
  3. Enter designation details:
    • Designation Name
    • Department (optional association)
    • Level (for hierarchy)

Common designations to create:

  • CEO / Managing Director
  • Manager
  • Team Lead
  • Senior Staff
  • Junior Staff
  • Intern

Configure Shifts​

Set up work shifts for attendance tracking.

  1. Navigate to HR > Shifts
  2. Click Add Shift
  3. Configure shift details:
    • Shift Name (e.g., "Morning Shift")
    • Start Time
    • End Time
    • Break Duration
    • Working Days

Default shift example:

  • Name: General Shift
  • Time: 9:00 AM - 6:00 PM
  • Break: 1 hour
  • Days: Monday to Friday

Configure Leave Types​

Set up leave categories employees can request.

  1. Navigate to Leave > Leave Types
  2. Review default leave types or add new ones:
    • Annual Leave
    • Sick Leave
    • Casual Leave
    • Maternity Leave
    • Paternity Leave

For each leave type, configure:

  • Annual quota (days per year)
  • Carry forward rules
  • Requires approval
  • Paid or unpaid

Adding Your First Employees​

Step 1: Create Employee Records​

  1. Navigate to HR > Employees
  2. Click Add Employee
  3. Fill in required information:
    • Personal Details (name, email, phone)
    • Employment Details (department, designation, joining date)
    • Shift assignment
    • Reporting manager

Step 2: Set Up User Accounts​

Each employee needs a user account to log in:

  1. When creating an employee, check "Create Login Account"
  2. The system will send credentials via email
  3. Or manually set up users via Settings > Users

Step 3: Assign Roles​

Assign appropriate roles to users based on their responsibilities:

RoleAccess Level
Super AdminFull system access
HR ManagerHR module access
ManagerTeam management
EmployeeSelf-service features

Navigate to Settings > Users > Roles to view or customize roles.

Enabling Modules​

Open Core Business Suite has many optional modules. Enable only what you need.

View Available Modules​

  1. Navigate to Settings > Addons
  2. You'll see a list of all available modules
  3. Enabled modules show as "Active"

Enable a Module​

  1. Find the module you want to enable
  2. Click the toggle switch to enable it
  3. The module's menu items will appear in the sidebar

Core Modules (Always Enabled)​

  • SystemCore - Base system functionality
  • AccountingCore - Financial foundations
ModulePurpose
PayrollSalary processing and payslips
LeaveLeave requests and approvals
AttendanceTime tracking
RecruitmentHiring workflow
TaskSystemTask management
DocumentManagementFile storage and sharing

Quick Setup Checklist​

Use this checklist to ensure you've completed the essential setup:

  • Logged in successfully
  • Changed default password (if using demo setup)
  • Configured company settings
  • Set correct timezone
  • Verified email settings work
  • Created at least one department
  • Created at least one designation
  • Configured a work shift
  • Added at least one leave type
  • Created the first employee record
  • Enabled required modules

What's Next?​

For Administrators​

For HR Teams​

For Employees​

Troubleshooting​

Can't Log In​

  1. Verify you're using the correct email address
  2. Check if Caps Lock is on
  3. Try resetting password via "Forgot Password" link
  4. Check that email settings are configured correctly

Missing Menu Items​

  1. Ensure the required module is enabled in Settings > Addons
  2. Check that your user role has permission for that feature
  3. Clear browser cache and refresh

Changes Not Saving​

  1. Check for validation errors in the form
  2. Verify you have permission to edit the settings
  3. Check browser console for JavaScript errors
  4. Review Laravel logs: storage/logs/laravel.log

Need Help?​

  • Documentation: Browse the full documentation
  • Support: Contact [email protected]
  • Community: Join our user community forums
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