User journey

From sign-up to full workforce visibility

See exactly how organisations go from creating an Ontap account to running payroll and reading live workforce insights, usually within a week.

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How it works

The five stages of onboarding

  1. Step 1 · Day 1

    Institutional Signup

    Create your organization's Ontap account and securely verify your business details to activate the platform.

    • Organization registration & verification
    • Admin account creation
    • Security & access configuration
    • Initial company setup

  2. Step 2 · Day 1-2

    Choose Payment Plan

    Select the ideal Ontap plan based on your team size, operational needs, and growth goals.

    • Pricing plan comparison
    • Team size evaluation
    • Feature selection
    • Secure billing setup

  3. Step 3 · Day 2-3

    Add Employees & Staff Members

    Quickly onboard your workforce using bulk uploads or individual invitations.

    • Bulk employee import (CSV)
    • Individual email invitations
    • Role-based access assignment
    • Department and team setup

  4. Step 4 · Day 3-5

    Configure Workforce Policies & Resources

    Set up attendance tracking, leave management, shift scheduling, and resource allocation—all from one dashboard.

    • Attendance and time-tracking rules
    • Leave policies and approvals
    • Shift scheduling and workforce planning
    • Asset and resource allocation

  5. Step 5 · Ongoing

    Analytics, Insights & Optimization

    Monitor workforce performance, payroll efficiency, and operational costs with real-time insights.

    • Real-time HR and workforce analytics
    • Performance and productivity reports
    • Payroll and cost optimization
    • Predictive workforce insights

Ready to start your own journey?

Create your account and run your first payroll this week.

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  • 14-day free trial
  • No credit card required
  • Set up in under 30 minutes