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Time-Clock Setup Checklist

To ensure your Time-Clock is fully configured, follow the Setup Checklist available at the top of the left navigation pane in the Time-Clock module. If you’ve already completed the setup, this checklist will no longer appear.

Setup Checklist Steps

  1. Review Account Settings
    Update settings that affect all users in your account.
  2. Review Business Settings
    Configure business policies to match your company rules. These settings affect how employee hours are calculated in reports.
  3. Create Schedule Templates
    Templates can be applied to multiple employees to track attendance, late punches, and missing shifts.
  4. Create Schedules for Employees
    Assign schedule templates or create custom schedules for individual employees.
  5. Setup Overtime Rules
    Define when overtime is applied. Rules can be calculated on a daily or weekly basis.
  6. Setup Timecard Periods
    Align timecards with your payroll schedule: weekly, bi-weekly, semi-monthly, or monthly.
  7. Setup Custom Periods
    Create custom periods to override regular timecard periods when necessary.
  8. Setup Timecard Approval
    Specify how timecards are approved and who approves them.
  9. Setup IP Restrictions
    Limit punch-in access by IP range or grant unrestricted access to specific employees.
  10. Setup Job Codes
    Track the work employees are performing by requiring selection of job codes during punches.
  11. Roll Out to Employees
    Once configuration is complete, click Roll Out To Employees to grant access.