When a tenant administrator signs in to DaaiSuite for the first time, the dashboard is replaced by a guided Setup Wizard. The wizard collects the small set of values DaaiSuite needs before the rest of the application becomes useful — company identity, leave and salary rules, currency, custom dropdowns, and holidays.
This article walks through every screen of the wizard, explains every button on the header, and describes what happens when you finish.
Who sees the wizard
The wizard is shown automatically on dashboard load to any user with administrative access. It exits to the regular dashboard once every step has been marked Completed. If you sign in later and every step has already been completed by another admin on your tenant, you are taken straight to the dashboard — the wizard is not shown again.
You can leave the wizard at any time by clicking the close icon (×) at the top right; values you have already saved are preserved.
The list of steps a user sees depends on their permissions. Company Profile, Leave Policy, Salary Structure, and Currency require Settings access; Custom Fields requires Dropdown Settings access; Holidays requires Holiday access. Steps you do not have permission for are not shown.
The Welcome screen
The first time you open the wizard you land on the Welcome screen. It lists every step the wizard will walk you through, flags the steps that are optional, and shows a Start Setup button.
Click Start Setup to enter the wizard body. If you have already completed at least one step, the Welcome screen is skipped on subsequent visits and you are taken straight to the first pending step.
The wizard layout
Every step uses the same layout:
- Header (top) — logo on the left; navigation buttons on the right.
- Stepper (below the header) — one circle per step. The circle of the step you are on is highlighted; completed steps show a check mark; pending steps show a number. You can click any circle to revisit a completed step in read-only mode.
- Step title row — the step name, an icon, a short description, and an Optional badge where applicable.
- Step body — either the read-only summary of saved values, or the edit form when you click Edit.
Header buttons
| Button | When it appears | What it does |
|---|---|---|
| Back | From step 2 onwards | Moves to the previous step. Does not affect completion. |
| Skip | Every step except the last | Advances to the next step without marking the current step as completed. Use this for optional steps you want to come back to. |
| Save & Continue | The current step is not marked completed | Marks the step as completed and jumps to the next still-pending step. Labelled Save & Finish on the last pending step. |
| Next Pending Step | The current step is already completed and at least one other step is still pending | Jumps to the next pending step. |
| Dashboard | On the last step | Closes the wizard and goes to the main dashboard. |
| × (close) | Always | Closes the wizard. Saved data is preserved. |
The wizard’s Save & Continue records that the step has been confirmed for your tenant. It does not by itself save the form fields you see below it — those are saved by the Save button inside the step’s form. The recommended sequence on every step is: click Edit → fill in the form → click Save in the form → click Save & Continue in the header.
Step 1 — Company Profile
Sets your business identity. The values entered here flow into invoices, salary slips, and other official documents.
Fill in:
- Company logo and icon (image files within the size limits shown next to each upload field).
- Company name.
- Statutory identifiers — CIN, PAN, GST, and TAN.
- Address — pin code, street, city, state, country, and the consolidated address line.
- Primary contact phone number with country code.
- Default currency for transactions.
- Whether you also transact in foreign currencies (this enables the multi-currency features later).
- Salary calculation basis — fixed monthly, or based on actual working days.
- Sandwich-leave policy and whether paid leave is allowed during probation and notice periods.
- Weekend configuration — pick the day(s) of the week and the occurrence (every week, alternate weeks, and so on).
- Employee ID start number — the first number that will be assigned when you add your very first employee. This cannot be changed once any employee has been added, so set it deliberately.
Click Save inside the form, then Save & Continue in the header.
Step 2 — Leave Policy
Defines the leave types your employees can apply for. For each leave type set:
- Type name and short code.
- Yearly quota — the monthly figure is derived automatically as
yearly ÷ 12. - Accrual method (monthly or yearly) and the day or month accrual happens on.
- Carry-forward limit and the date it is applied.
- Encashable limit, encash trigger (year-end or exit), and the encash month for year-end.
Save the form, then click Save & Continue.
Step 3 — Salary Structure
Configures the components that make up an employee pay slip — Basic, HRA, DA, deductions, and any custom components your business uses. The structure entered here becomes the default template for newly added employees.
Save the form, then click Save & Continue.
Step 4 — Currency (optional)
Pick the base currency for your books and add any foreign currencies you transact in. Currencies added here become available when you create clients, invoices, and expenses.
If you do not deal in foreign currencies, click Skip and revisit this step from Settings → Currency later.
Step 5 — Custom Fields
Populates the dropdowns used throughout the application — departments, designations, expense types, payment modes, and similar categories. Each category lists the values currently in the system; use Add to insert a new value, Edit to rename, or Delete to remove.
Some entries are flagged as system-generated (for example the Cash payment mode and the statutory expense types — PF, ESIC, Professional Tax) and cannot be edited or deleted.
Click Save & Continue when you are happy with the values present in every category.
Step 6 — Holidays (optional)
Adds public holidays and company-specific days off. Employees see these on their leave calendar and they are excluded from leave-balance calculations.
Click Skip if you want to import a holiday calendar later.
Editing a step after it is marked completed
Clicking a completed step’s circle in the stepper opens its read-only summary. To change a value:
- Click Edit in the step body.
- Modify the values in the form.
- Click Save in the form to persist your changes.
Editing does not un-complete the step. The wizard’s primary header button stays as Next Pending Step so you can move on whenever you are ready.
Finishing the wizard
Completing the last pending step triggers an automatic redirect to the main dashboard. From that point on the wizard is no longer shown at sign-in, and all values entered through it remain editable from the corresponding pages under Settings.
If you exit the wizard mid-way and sign in again, it reopens at the first step that is still pending.