Time-Clock Setup Checklist


Where do I see the Setup Checklist?

In Time-Clock, at the top of the left navigation pane, you will see a link to the Setup Checklist 
If you've previously completed the setup, you will no longer see this checklist

Here's the checklist:

Review account settings

Update the account settings, which affect all users of the account.

Review business settings

Business settings can be created to match your company policy.  These settings affect how your employees hours are calculated in reports.

Create schedule templates

Schedule templates can be created and applied to many employees, to track employees who are late or missing.

Create schedules for your employees

Assign a schedule template to your employees or create a custom schedule.

Setup overtime rules

Set the number of hours at which over time should be applied.  An overtime rule can be calculated on a daily or weekly basis.

Setup timecard periods

Synchronize your timecards to your pay periods.  You have the option to generate your timecards for a weekly, bi-weekly, semi-monthly, or monthly period.

Setup custom periods

Custom periods can be created to override the regular timecard periods, when necessary.

Setup timecard approval

Indicate how your timecards are approved, and who approves them.

Setup IP restrictions

Specify from which range of IP addresses your employees can punch in.  You can also grant unrestricted access to specific employees.

Setup job codes

Keep track of what your employees are working on by creating job codes.  If enabled, employees will be required to select a job code when punching in and out for shifts.
Once configured, make sure you click Roll Out To Employees to allow access!

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