Help Center/Getting Started/Account Setup & Onboarding
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Getting Started
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Account Setup & Onboarding

Learn how to set up your ZippyHRM account and complete the onboarding process to get your HR system ready.

Step 1: Creating Your Account

  1. Visit the ZippyHRM homepage and click "Get Started"
  2. Fill out the signup form with:
    • Your full name
    • Business email address
    • Secure password (minimum 8 characters)
    • Company name
  3. Click "Create Account" to proceed

Pro Tip

Use your business email address as this will be your primary login credential.

Step 2: Email Verification

  1. Check your email inbox for a verification message from ZippyHRM
  2. Click the "Verify Email" button in the email
  3. You'll be redirected to the login page
  4. Sign in with your email and password

Important

Check your spam folder if you don't receive the verification email within 5 minutes.

Step 3: Company Information Setup

After logging in, you'll be guided through the onboarding process. Fill out your company details:

  • Company Name: Your official business name
  • Industry: Select your business sector
  • Company Size: Number of employees
  • Address: Complete business address
  • Phone & Email: Primary contact information
  • Website: Your company website (optional)
  • Social Media: LinkedIn, Facebook, Twitter links (optional)

Click "Continue" to proceed to the next step.

Step 4: Admin Profile Configuration

Set up your admin profile with the following information:

  • Job Title: Your position in the company
  • Department: Your primary department
  • Phone Number: Direct contact number
  • Profile Photo: Upload a professional photo (optional)
  • Bio: Brief description of your role

This information will be visible to other users in your organization.

Step 5: Payment Plan Selection

Choose the plan that best fits your organization:

Starter Plan

₱2,999/month

Up to 50 employees

Professional Plan

₱4,999/month

Up to 200 employees

Enterprise Plan

₱7,999/month

Unlimited employees

Payment options:

  • PayPal: International payments accepted
  • GCash: For Philippine-based companies

Step 6: Dashboard Overview

Once setup is complete, you'll access your main dashboard featuring:

  • Employee Overview: Total employees, new hires, departures
  • Department Summary: Department breakdown and statistics
  • Recent Activity: Latest system activities
  • Quick Actions: Add employee, create department, upload files
  • Payroll Status: Current pay period and pending payslips

Navigate using the sidebar menu to access all features.

Need Additional Help?

Our support team is here to assist you with your setup.