Welcome to TimeKeeper V2 Introduction

Introduction

This guide has been created to accompany our TimeKeeper Version 2 overview video below. The aim is to give you a clear, written reference for the new layout so you can quickly understand where everything lives and what you can do in each area.

Version 2 of TimeKeeper has been developed by our tech team based on real customer feedback and suggestions. The goal is to make day‑to‑day tasks faster, navigation more intuitive, and the overall experience more consistent across the system.

By the end of this guide, we hope you will:

• Feel confident navigating the new layout

• Know which main area to go to for each task

• Have a quick checklist of what’s possible within each menu

The sections below summarise what you can do in each of the key areas: People, Timesheet, Schedule, Job, Company, Leave, and More.

People

In People, you manage everything related to your workforce:

• Add new employees

• Edit employee details (contact info, HR basics, contract type)

• Set working patterns (including shift patterns and overtime)

• Configure managers and reporting lines

• Organise employees into teams

• Archive temporary or leaver profiles

• Manage profile photos and general employee settings

Timesheet

In Timesheet, you manage time entries and worked hours:

• View employee timesheets for selected date ranges

• See clock‑ins, clock‑outs, breaks, and total hours

• Review and edit individual time entries

• Add missing time entries manually

• Check overtime and any special rules applied

• Use filters (by employee, team, etc.) to focus on specific groups

• Prepare timesheet data for payroll and reporting

• Approve timesheets

• Approve or deny requests

• Add requests into timesheets

• Manage/Investigate any discrepancies

Schedule

In Schedule, you plan who is working and when:

• Create and manage shift schedules

• Assign employees to specific days and times

• Adjust shifts (move, extend, or cancel as needed)

• View coverage across days, weeks, or locations

• Align scheduled hours with expected staffing levels

Job

In Job, you connect time to specific pieces of work:

• Create and manage jobs or projects

• Assign jobs to employees or teams

• Track time spent against jobs via timesheets

• Use job‑level data for costing and reporting

Company

In Company, you configure organisation‑wide settings:

• Maintain company details

• Upload global policies

• Set up kiosk locations for on‑site clocking stations

• Create and manage clients for client‑based time tracking and reporting

Leave

In Leave, you manage time off:

• Set up leave types (e.g. holiday, sickness, unpaid leave)

• View and approve leave requests

• Track leave balances and entitlements

• Review leave calendars for individuals or teams

• Ensure leave is accurately reflected on timesheets

• Set up public holiday groups

More

In More, you’ll find additional tools and settings:

• Find and manage your global settings

• Run or download your reports

• Manage integrations and connected systems

• Access support links, help resources, or account tools that are not used every day

Profile

In Profile, you’ll find:

• General settings and 2FA

• Billing information

• Any system Add On purchases

• BrightPay, Xero, Sage and MoneySoft integrations

• A new feature where you can customise the Access and Permissions for Team Managers and Managers

Please keep an eye on our training, support, and Helpdesk resources. All of our current documentation will be updated over the next few months to reflect TimeKeeper Version 2 and the latest features.