Trialling TimeKeeper: Checklist

Your TimeKeeper Trial: Checklist for Admins

When trialling a new solution, it can be challenging to know where to begin with the setup process. To make your onboarding experience as smooth and efficient as possible, we’ve created a checklist to help you hit the ground running on TimeKeeper.

*Ensure to click save as you go along.

Step	Guides	Completed ✅
Add an Employee	Adding an Employee (Basic)
Add a Job	Adding a Job
Set up a Geofence	Setting up a Geofence for a Job
Set up a Working Pattern	Creating a Reusable Working Pattern
Set up an Employee's Leave Entitlement	Setting an Employee's Leave Entitlement
Set an Employee as a Manager	Setting Managers, Team Managers and Administrators
Complete First Clock In	Clocking In On Mobile
	Clocking In Via a Kiosk
Set Up a Team	Setting up Teams
Set Up a Public Holiday Group	Automatic Public Holidays (Bank Holidays)
Approve a Leave Request	Approving/Declining Employee Leave Requests
Run a Staff Timesheet Report	Staff Timesheet Preview Report
Tailor Global Settings to your Requirements	Settings

Congratulations on completing the TimeKeeper onboarding checklist! By following each step, you’ve laid a solid foundation for a successful setup. With your system now configured, you're ready to start using TimeKeeper to streamline your workflows, improve efficiency, and get the most out of your solution.

If you have any questions or queries, reach out to us on live chat or via email at [email protected]

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