Quickstart
This article is for administrators setting up OfficeOne solution account for the first time.
What You’ll Need Before You Begin
Before starting your setup, have the following ready:
- Your company legal name, address, and primary contact information
- Your organization’s payroll schedule (weekly, bi-weekly, semi-monthly, monthly)
- A list of departments and reporting structure
- Employee roster (names, emails, job titles, start dates)
- Your chosen timesheet mode (Full-Time or Scheduling) — see Module Comparison
- Admin email addresses for initial manager accounts
Step 1: Access Your Account
New Customer:
- Check your email for the welcome message from OfficeOne Solution
- Click the activation link
- Create your password (minimum 8 characters, must include uppercase, lowercase, and number)
- Complete your profile
Existing User:
- Visit your organization’s Office 1 Solution portal
- Enter your email and password
- Complete multi-factor authentication if enabled
Sign-In Options: – Direct login with email/password – Single Sign-On (SSO) via Microsoft Azure AD – Mobile app (iOS/Android)
4-Step Onboarding Overview
Company Profile Setup
- Log in at app.office1solution.com
- Navigate to Settings → Branding
- Enter your company name and
- Upload your logo with 200*54 px
- Enter your Company Address and Billing Contact Information
Select Your Plan
If you are not part of the Microsoft ISV program, you can access our custom plan. You have the option to select the Plan tier, and we also provide a 30-day trial period. The available tiers are Starter, Pro, or Enterprise.
You can start with a 30-day free trial. Credit card required for trial activation.
Invite Managers or Admins
- Click Add Employee
- Enter their name, email, and role and password
- They will receive an invitation email with setup instructions
Available Roles:
- Admin – Full system access, all settings
- Manager – Approve timesheets, time off, and expenses for their team
- Employee – Self-service access only
Configure Policies
Before adding employees, configure your company policies:
Leave Policies
Navigate to Settings → Leave Policies
- Define leave types (Vacation, Sick, Personal, etc.)
- Set accrual rules (hours per pay period, anniversary grants, etc.)
- Configure carryover and use-it-or-lose-it rules
Expense Policies
- Set spending limits by category
- Define approval thresholds
- Configure required receipts threshold
Dropdowns
Navigate to Settings → Dropdowns to customize:
- Departments list
- Job titles
- Expense categories
- Asset categories