API documentation, deployment guides, and developer resources for Optserv's headless workspace platform. Learn how to integrate HR-aware teamspaces, manage roles and permissions via API, and self-host your workspace. Explore HRMS integration guides and free self-hosted deployment options.
Overview of Optserv as a company operating system and HR-first platform.
Key principles that drive Optserv’s design and value.
Walkthrough of the basic onboarding flow in Optserv.
High-level definitions of key concepts used in Optserv.
System architecture and design principles.
Understanding companies and teamspaces in Optserv.
How roles and permissions work in Optserv.
People module for managing employee records, access, and HR-related data.
Add People flow, including personal, job, compensation, and compliance details, plus review and account creation.
How to view people data using the directory and table views, including role-based visibility.
Guidance on editing people data, including editable fields by role and safety considerations.
Permissions, role access, and best practices for managing People data securely.
Overview of how attendance tracking works in Optserv using clock in/out records and operational hours.
How employees clock in and clock out, including photo upload and location capture.
How employees request corrections to attendance records and how approvals work.
How admins configure working days and how attendance behaves on non-working days.
Roles and approvals involved in recording and correcting attendance.
Overview of how leave requests, approvals, and entitlements work in Optserv.
How employees submit and manage leave requests in Optserv.
How managers, HR, and admins review and decide on leave requests.
How admins define leave types and yearly entitlements in Optserv.
Role-based access, responsibilities, and best practices for using the Leave module.
Overview of how overtime requests and approvals work in Optserv.
How employees submit overtime requests in Optserv.
How managers and HR review and decide on overtime requests.
Role-based access and best practices for the Overtime module.
Overview of the Recruitment module: job posting, hiring process, and offer flow. Admin and HR only.
How Admin and HR create and publish jobs, including form, team, stages, and channels.
How Admin and HR manage candidates across hiring stages.
How Admin and HR prepare offers and complete hiring, including redirect to Add People.
Company management and organization features.
Project management and collaboration tools.
How to authenticate with Optserv API.
Complete API reference and documentation.
Set up and manage webhooks for real-time updates.
Choose between cloud and self-hosted options.
Deploy Optserv on Supabase.
Deploy Optserv on Railway.
Security practices and features in Optserv.
Step-by-step guide to get started with Optserv.
Upcoming features and development plans.
Common questions and answers about Optserv.
Connect with the Optserv community.
