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 ✅ |
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Add an Employee |
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Add a Job |
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Set up a Geofence |
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Set up a Working Pattern |
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Set up an Employee's Leave Entitlement |
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Set an Employee as a Manager |
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Complete First Clock In |
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Set Up a Team |
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Set Up a Public Holiday Group |
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Approve a Leave Request |
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Run a Staff Timesheet Report |
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Tailor Global Settings to your Requirements |
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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
Thank you!