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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 support@timekeeper.co.uk

Updated on: 24/01/2025

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