The job of this console
Walk phases in order: identity and config, people masters, time rules, approvals, then optional modules. Tick only what the org has actually proven in the live consoles.
Admin · Setup
Setup Checklist
One-time day-one checklist with phased guidance, docs, console links, and an automation playbook.
Scroll to Flowcharts. Scenario: Complete day-one customer setup.
Day-one runway
A phased path to a usable org
The setup checklist is one-time day-one guidance — phases, docs, console links, and an automation playbook — so a new tenant is not configured by folklore.
Admin → Setup checklist
Route
/admin/setup-checklist
Org flag appconfigEnabled
HR Admin · Org Admin · implementation partner
Seat at the table
People standing up Tracopus. Day-to-day HR admins return only when a new module is being switched on. Employees never see this page.
The working rhythm
Open a phase, follow the linked console, complete the work there, return and mark it. Use the playbook for jobs and flags last, after masters exist.
Moments that bring you here
First week of a tenant. Adding payroll after HRMS is already live. A new country pack. After an incomplete go-live, to see what was skipped.
ⓘ
Checklist is guidance, not a second config
Ticks do not enable flags or write Application Config. The linked consoles are still the place work happens.
Flowcharts
1 — Work the day-one list
Open the next incomplete item, follow the console link, then mark done.
flowchart TD
A[Open Setup checklist] --> B[Scan remaining]
B --> C[Open next item]
C --> D[Follow console / docs]
D --> E[Mark done]
E --> F{More remaining?}
F -->|Yes| C
F -->|No| G[Hand off to templates]
- 1Open checklistAdmin → Setup checklist.
- 2Take next open itemProgress strip highlights remaining work.
- 3Jump to consoleEach item links to the live admin screen or doc.
- 4Mark doneProgress is stored as workflow state, not a new truth table.
Overview
The checklist is guidance over Employee, Project, PO, Task, App Config, and related consoles. Completing a row does not create isolated business data.
How to use
1. Do not skip App Config
Flags and lists unlock later checklist rows.
2. Industry templates next
Use templates to automate repeating setup after the core list is green.
3. Filter by phase
Day-one vs later hardening items.