# Getting started with Weplanify > In Weplanify, the web is for managers and the mobile app is for employees: here is where to start, from creating the account to the first published schedule. - Product: Weplanify (https://weplanify.io) - Section: Getting started - Web page: https://weplanify.io/docs/demarrage?lang=en - Other language: https://weplanify.io/docs/demarrage.md - Last updated: 2026-09-29 In Weplanify, the web platform is the managers' space: employees, schedules, leave, payroll and requests. The mobile app is the employees' space: they clock in, check their schedule and send their requests there. ![The dashboard Getting started list: three steps done out of seven](https://firebasestorage.googleapis.com/v0/b/weplanify/o/docs%2Fdemarrage%2Fmaj-2026-09-28%2Fdm-mise-en-route-ea654970.webp?alt=media&token=4280c843-6e40-474d-8912-1cbd870ae707) ## Steps 1. [Create your workspace](https://weplanify.io/docs/demarrage.creer-compte?lang=en) with the wizard, with or without [samples](https://weplanify.io/docs/demarrage.donnees-demo?lang=en). 2. Complete the [company information](https://weplanify.io/docs/configuration.general?lang=en), your [sites](https://weplanify.io/docs/configuration.sites?lang=en) and your [jobs](https://weplanify.io/docs/configuration.postes?lang=en). 3. Add your employees, [one by one](https://weplanify.io/docs/employes.creer?lang=en) or by [importing an Excel file](https://weplanify.io/docs/employes.importer?lang=en). 4. Choose [who approves leave](https://weplanify.io/docs/absences.circuit-de-validation?lang=en) and check the [public holidays](https://weplanify.io/docs/absences.jours-feries?lang=en). 5. Publish a first [schedule](https://weplanify.io/docs/planning?lang=en), then put up the [clock-in QR code](https://weplanify.io/docs/tableau-de-bord.qr-code-pointage?lang=en) on site. 6. Give managers their access ([roles and access](https://weplanify.io/docs/demarrage.roles?lang=en)). ## Good to know - The dashboard [Getting started](https://weplanify.io/docs/demarrage.premiers-pas?lang=en) list tracks these steps for you. - Employees use the [mobile app](https://weplanify.io/docs/application-mobile?lang=en): send them the link. - On every screen, the [Guide](https://weplanify.io/docs/demarrage.aide?lang=en) button opens the page's help. ## Related guides - [Create your Weplanify workspace with the wizard](https://weplanify.io/docs/demarrage.creer-compte?lang=en) — In Weplanify, the setup wizard creates your company in five steps: company, business and jobs, working hours, modules, then getting started. - [Try Weplanify with sample data](https://weplanify.io/docs/demarrage.donnees-demo?lang=en) — In Weplanify, start with samples: fictitious employees, schedules, clock-ins and requests to try everything out, then remove them all with one click. - [The dashboard Getting started list](https://weplanify.io/docs/demarrage.premiers-pas?lang=en) — In Weplanify, the dashboard Getting started list shows what is left to do to get going, and each of its lines ticks itself once the step is done. - [Sign in to Weplanify on the web and on mobile](https://weplanify.io/docs/demarrage.connexion?lang=en) — In Weplanify, managers sign in on the web with their email address, and employees sign in to the mobile app with their phone number and a code. - [Find your way in Weplanify: menu and top bar](https://weplanify.io/docs/demarrage.navigation?lang=en) — In Weplanify, the left menu sorts the screens into four sections, and the top bar gathers the search, the help, the notifications and your account. - [Employee, manager, administrator: who sees what in Weplanify](https://weplanify.io/docs/demarrage.roles?lang=en) — In Weplanify, each person has a role that sets what they see: their own data, the employees of the groups they manage, or the whole company at once. - [A manager's access by module: none, view or manage](https://weplanify.io/docs/demarrage.acces-modules?lang=en) — In Weplanify, a manager only opens the chosen modules, for the employees of their groups: View to consult, Manage to create, edit and approve. - [Import an Excel file into Weplanify](https://weplanify.io/docs/demarrage.import-excel?lang=en) — In Weplanify, the import wizard goes through four steps, file, mapping, check and import, and writes nothing into your data before the very last one. - [Filter a list by site, group, job or contract](https://weplanify.io/docs/demarrage.filtres-employes?lang=en) — In Weplanify, the same filter bar narrows a list or a report down to a group of people: site, department, job, group, manager or contract type. - [Open a screen's help without leaving it](https://weplanify.io/docs/demarrage.aide?lang=en) — In Weplanify, the Guide button or the ? key opens the screen's help in a side panel, with the page's buttons and the articles to go further. - [Company information, language and time zone](https://weplanify.io/docs/configuration.general?lang=en) — In Weplanify, update the company's name, sector, address and phone number, the language used for notifications and the company's own time zone. - [Create and set up a site](https://weplanify.io/docs/configuration.sites?lang=en) — In Weplanify, declare your workplaces, their geolocation clock-in area, their time zone and their own overtime rules, one site at a time here. - [Manage jobs and sub-jobs](https://weplanify.io/docs/configuration.postes?lang=en) — In Weplanify, create the list of jobs with their colour and their sub-jobs: they are used on employee records, for day labourers and in the planning. - [Add an employee in Weplanify](https://weplanify.io/docs/employes.creer?lang=en) — In Weplanify, an employee is created in four short steps; the name and phone number are enough, the rest can be completed later on their record. - [Import your employees from Excel](https://weplanify.io/docs/employes.importer?lang=en) — In Weplanify, create or update dozens of employees at once from an Excel or CSV file, each of them being recognised by their own phone number. - [Choose who approves absences](https://weplanify.io/docs/absences.circuit-de-validation?lang=en) — In Weplanify, the leave circuit says who receives each absence request, in which order, under which conditions, and who stands in for an absent approver. - [Public holidays](https://weplanify.io/docs/absences.jours-feries?lang=en) — In Weplanify, check and complete the year's public holidays: they are used by the planning, by leave counting, by the time clock and by payroll. - [The team planning](https://weplanify.io/docs/planning?lang=en) — In Weplanify, the planning says who works, when and where, week after week; the slots stay as drafts until you publish them to your employees. - [Print the clock-in QR code](https://weplanify.io/docs/tableau-de-bord.qr-code-pointage?lang=en) — In Weplanify, print from the dashboard the clock-in QR code poster, to put up at the site entrance so that employees can clock in with their phone. - [The Weplanify mobile app for your employees](https://weplanify.io/docs/application-mobile?lang=en) — What your employees do from their phone with Weplanify: clock in, see their schedule, request leave, fill in a form, read their payslips.