Help center

How to use Birch.

Short guides that follow the app screen by screen. Pick the side you're on.

For admins and managers

Set up your workspace, invite people, and run leave, rosters and timesheets.

For employees

For admins and managers

Set up your Birch workspaceCreate your company's workspace, then work through the five-step setup checklist.
Invite your teamInvite people one at a time, paste a list of emails, or upload a CSV, and choose their role and country.
Add an employee manuallyCreate an employee profile yourself, with employment, address, emergency contact and India statutory details.
Set up leave policies and balancesCreate leave policies for each leave type and region, and set or adjust individual balances.
Approve or reject leave requestsReview pending time off from Approvals or the Leave page, and what happens if nobody acts.
Set up public holidaysUse the national holiday calendars, add your own company holidays, and mark optional holidays.
Build the rosterPlan shifts by week, two weeks or month, copy last week, and see leave and holidays as you plan.
Approve timesheetsReview submitted weeks, approve them one by one or in bulk, send a week back, and export for payroll.
Run India payrollSet up salary structures and CTC, generate and publish payslips, and download PF, ESIC and bank files.
Choose which notifications your company sendsTurn optional emails and in-app notifications on or off for everyone, and preview them.
End someone's employmentRecord a termination or resignation, revoke access and tidy up leave, shifts and timesheets.
Send an offer letter for e-signatureDraft an offer, send it, and track whether the candidate has signed.
Manage your plan and billingSee your trial, choose a plan, update your payment method and view invoices.

For employees

Can't find it? Email team@birchspace.co and we'll answer, then write it up here.