Getting started

Setting up your workspace

A first-run checklist for admins — from workspace rules to your team's first clock-in.

New workspace? Work through these in order. Each step links to its own article for the details.

1. Set your rules

On General settings, set your workweek start day, overtime rules, and clock-time rounding. On Company, set the workspace name, time zone, and address.

2. Add your team

Invite people on Staff. For each person you can set a role (employee or admin), a pay rate, and a pay schedule — the details payroll reports need later.

3. Set up what they clock against

  • If you track time by project or client, create your Jobs.
  • If you want to limit where people clock in, define your Clock locations.
  • To capture anything extra on a shift or a person, add Custom fields.

4. Choose how people clock in

Employees can clock on their own device out of the box. For shared sites, set up a kiosk; for the field, set up phone clocking.

5. Set up time off

Define your leave types and how each one accrues — how accruals work explains the methods.

6. Decide how timesheets get approved

Review how approvals work and how employees submit their timesheets, so everyone knows the routine before the first pay period closes.

Common questions

What's the minimum to get my team clocking in today?

Add your people on Staff and set your workweek on General settings. Jobs, clock locations, and leave types can come later.

Do employees need to be set up before they can clock in?

They just need to accept their invite. Pay rate, role, and the rest can be filled in any time from Staff.

Related

See all help pages →