Get Started

Learn how to start with SeaTalk
Help CenterGet Started

Onboard SeaTalk: The Complete Guide

SeaTalk is beyond a work messenger by providing deeply integrated HR features and other productivity tools designed for business. Use this comprehensive guide to create your organization in SeaTalk, set up your departments, add employees and configure various applications based on your own needs.

New to SeaTalk? Watch this video.

1. Create your SeaTalk account

Note: Go to Step 2 if you already signed up a SeaTalk account using your work email address or mobile number.

Steps:

1. Download and install SeaTalk app

2. Open SeaTalk on your mobile, key in your work email address and follow the steps to sign up. Your SeaTalk account will become the main super admin of your organization

You may also sign up SeaTalk using your mobile number with verification OTP sent by SMS.

2. Create your organization

When you’ve created your SeaTalk account, you will be automatically prompted to create an organization on SeaTalk. Follow the steps below to create your organization.

Note: SeaTalk users signed up with Facebook account or Apple ID are currently not supported to create organizations in SeaTalk.

Steps:

1. Tap Create Organization

2. Enter your business name and tap Next.

3. Enter your business location and tap Next.

4. If you want further support from our team, enter your contact number.

5. Tap Create.

6. Tap Enter SeaTalk to start using. Congratulations!

You can also create your organization on your desktop device.

Note: Once the organization is created, your SeaTalk account will become the default main super admin. You can add other admins later on to help you manage your organization.

3. Log in to the SeaTalk Admin Center

SeaTalk Admin Center is the backend portal for company admins to manage their organization data and configure different applications. Only company admins can login to SeaTalk Admin Center.

Steps:

1.Go to SeaTalk Admin Center, you will see a QR code

2. Open your SeaTalk app and make sure you are logged in

3. Click the + sign at the app’s top right corner

4. Click Scan QR Code. Use your mobile phone camera to scan the QR code

5. Click Log In on the pop up page from mobile

4. Set up departments

When you are in SeaTalk Admin Center, the first thing to do is to create departments in SeaTalk by mirroring your actual department setups in your organization.

Steps:

1. Go to SeaTalk Admin Center - Organization

2. Click the + icon to add a new department

3. Key in the required information on the Add Department page

4. After confirming all the fields entered, click Add to create the department

5. You can also add sub-departments by clicking on the + icon at the right side of the parent department and key in the required department information

5. Onboard employees to your organization in SeaTalk

After creating the departments, it's time to get everyone onboard to your organization. You have 3 options to onboard your employees.

Option 1: Join organization through QR/Organization Code

So far the fastest and easiest way to onboard your employees to SeaTalk.

Note: Employees who signed up SeaTalk using mobile number can only onboard using this method.

Steps:

1. Ask your staff to install and sign up SeaTalk using work email address (preferred) or mobile number

2. Find your Organization QR Code/Organization Code from your SeaTalk app via Me - My QR Code - Organization (the QR code can also be found at SeaTalk Admin Center under Organization - Invite Employees)

3. Let your staff scan the QR code using their SeaTalk app and fill up the join request form. Alternatively, the staff could also manually key in the organization code in SeaTalk app via Contact - Add Contact - Enter Organization Code

4. Being your organization's administrator, you need to login to SeaTalk Admin Center to check and approve the staff's join requests

5. After your approval, the staff is officially onboard, and he/she can find the organization in his/her SeaTalk

Option 2: Batch import in SeaTalk Admin Center

Suitable if you have a big team and the staff data are ready in your hands, including their email address.

Note: Applicable only to employees who signed up SeaTalk account using work email address.

Steps:

1. Go to SeaTalk Admin Center - Organization

2. Click the Batch Import/Edit button at the top right of the page, then click Import

3. Click Download Template from the Import New Employee page

4. Once the template is filled and ready to be uploaded, browse or drop the file to the designated area, then click Import to start uploading. The upload results will be shown

5. Click to download the summary file, open the file and read the reasons for the failed cases. Correct the data and format for failed cases, upload again until all employees are uploaded successfully

Note: If you toggle on the Email notification to new employee switch at the bottom of the page, SeaTalk will automatically send a registration invitation to the employee’s email address after being successfully imported.

Option 3: Manually key in

If you have a small team, you can key in your employees' data one-by-one in SeaTalk Admin Center.

Note: Applicable only to employees who signed up SeaTalk account using work email address.

Steps:

1. Go to SeaTalk Admin Center - Organization

2. Click the Add Employee button at the top right of the page

3. Fill in the employee information on the Add Employee page

4. Click Add to save the employee or click Add & Next to save the employee and at the same time start a new page to add another employee.

Note: If you tick the Send Email Invitation checkbox at the bottom left of the page, SeaTalk will automatically send a registration invitation to the employee’s email address.

6. Configure HR modules

Want to use the powerful & free-to-use HR functions to manage your workforce? Follow the instructions below to complete some quick configurations, then you are ready to go!

How to configure Leave?

SeaTalk already provides default leave policies for organizations to directly apply to their staff with or without modifications, which effectively reduces the effort in initial setup.

Steps:

1. Review & update holiday settings

2. Define & assign work groups who share the same work calendar

3. Review & update leave type & rule

4. Review & update leave policy

5. Assign leave policy to individual employees

5. Configure approval flow

Follow this step-by-step guide to complete your Leave configuration.

How to configure Attendance?

Similar to Leave, Attendance also requires admins to make the minimum configurations in order to enable staff to clock-in/out on mobile using SeaTalk.

Steps:

1. Review & update holiday settings (if not configured in Leave)

2. Define & assign work groups who share the same work calendar (if not configured in Leave)

3. Set up the GPS/WiFi as your attendance terminal

4. Define work shifts

5. Configure approval flow

Follow this step-by-step guide to complete your Attendance configuration.

How to configure Claim?

Admins can configure the Claim system in SeaTalk Admin Center to allow employees submit and manage claim activities properly.

Steps:

1. Set currencies & exchange rates

2. Define claim categories

3. Define & assign claim policy

4. Configure approval flow

Follow this step-by-step guide to complete your Claim configuration.

7. Appoint other administrators

Sometimes you need someone else to help you manage the organization. In SeaTalk, you can always design admin roles based on your own requirements and manage your administrators conveniently in the SeaTalk Admin Center.

Updated 29 Jan, 2021

Was this helpful?

Yes
No
Still can't find what you are looking for?
Contact Us