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Admin Setup Guide

Last updated on Jun 12, 2026

This tutorial walks administrators through the initial configuration of CHRIS.

Prerequisites

  • Access to CHRIS with an admin role account
  • Supabase project with database migrations applied
  • SMTP server credentials (for email notifications)

Overview

Initial setup involves configuring:

  1. Company settings
  2. Email (SMTP) configuration
  3. Leave types and policies
  4. Holiday schemes
  5. Your first employees and teams

Step 1: Access Admin Settings

  1. Sign in with your admin account
  2. Click Settings in the navigation menu
  3. You'll see tabs for different configuration areas

!!! note "Admin-Only Access" Settings pages are only visible to users with the admin role.

Step 2: Configure Company Information

Navigate to Settings > Company:

Field Description Example
Company Name Your organization's name Acme Corporation
Default Language Primary language Croatian
Date Format How dates are displayed DD/MM/YYYY

Click Save to apply changes.

Step 3: Set Up Email Notifications

Navigate to Settings > Email:

SMTP Configuration

Field Description Example
SMTP Host Mail server address smtp.gmail.com
SMTP Port Server port 587
Username SMTP authentication notifications@company.com
Password SMTP password (app-specific password)
From Email Sender address hr@company.com
From Name Sender display name CHRIS HR System
Use TLS Enable encryption Yes (recommended)

Test Your Configuration

  1. Click Send Test Email
  2. Check your inbox for the test message
  3. If successful, you'll see a confirmation

!!! warning "Gmail/Outlook Users" Use an app-specific password instead of your regular password:

- Gmail: [Create App Password](https://myaccount.google.com/apppasswords)
- Outlook: [App Passwords](https://account.live.com/proofs/AppPassword)

Email Rerouting (For Testing)

Enable Email Rerouting to redirect all emails to a test address during setup:

  1. Toggle Enable Rerouting to on
  2. Enter a test email address
  3. All notifications will go to this address instead of actual recipients

Step 4: Configure Leave Types

Navigate to Settings > Leave Types:

Default leave types include:

Type Description
Annual Leave Paid vacation days
Sick Leave (Short) Short-term illness (up to 3 days)
Sick Leave (Long) Extended illness with documentation
Family Leave Family emergencies

You can customize:

  • Names in each language
  • Default entitlement days
  • Whether documents are required
  • Carryover policies

Step 5: Set Up Holiday Schemes

Navigate to Settings > Holidays:

  1. Click Add Holiday Scheme

  2. Enter scheme details:

    • Name (e.g., "Croatia 2025")
    • Country
    • Year

  3. Add public holidays:

    • Date
    • Name in each language
    • Type (national, religious, etc.)

!!! tip "Import Holidays" You can import holidays from previous years and adjust dates.

Step 6: Add Your First Employee

Navigate to Employees > Add Employee:

Basic Information

Field Required Description
Email Yes Login email address
First Name Yes Employee's first name
Last Name Yes Employee's last name
Role Yes admin, hr_manager, or employee

Contract Details

Field Description
Position Job title
Start Date Employment start
Contract Type Full-time, Part-time, etc.
Leave Entitlement Annual leave days
Holiday Scheme Which public holidays apply

Click Create Employee to send them a welcome email with login instructions.

Step 7: Create Teams

Navigate to Teams > Add Team:

  1. Enter team name
  2. Select a team leader (must be an existing employee)
  3. Add team members

!!! info "Team Leaders" Team leaders can approve leave requests for their team members.

Step 8: Verify Setup

Run through this checklist:

  • [ ] Company name displays correctly
  • [ ] Test email was received
  • [ ] Leave types are configured
  • [ ] Holidays are set up for the current year
  • [ ] At least one admin user exists
  • [ ] At least one team is created

Next Steps

Your CHRIS installation is now ready for use:

  • Add more employees
  • Configure email templates
  • Set up additional teams
  • Review the security model

Common Setup Issues

Emails Not Sending

  1. Verify SMTP credentials
  2. Check that TLS is enabled if required
  3. Review Edge Function logs in Supabase dashboard
  4. Ensure firewall allows outbound SMTP

Missing Translations

If UI shows keys like common.save:

  1. Check translations table has data
  2. Run migrations: npx supabase db push --linked

Permission Denied Errors

  1. Verify your account has admin role
  2. Check RLS policies are applied
  3. Sign out and sign back in to refresh session