Getting started for companies: your setup to-do list
Tick each step as you go. The order is the one the app’s own setup card follows on your home screen, and each step links to the guide that walks you through it.
18 steps
Your name, address and what you do, for invites and the job market. Add your logo and check your time zone.
Your company profile: name, logo, address, time zone and countryHow often you pay, so pay periods and hours add up.
Payroll settings: pay periods, hours and roundingWhen overtime starts and what it pays. Your rules are yours to set.
How overtime is worked outWho is a manager, a supervisor or an employee.
Roles and permissions: who can do whatTeams like Security or Events, each with a manager. Skip it if you are one team.
Departments, their managers and approvalsShifts are booked at a site.
Add a job siteWhat people need before they work, like a security licence.
Licences, certificates and gear your people needHow long breaks are and when they are due. Look over your scheduling rules at the same time.
Breaks: rules, breakers and crew leadsWhich columns your timesheet has, like Notes or a column of your own.
Set up your timesheet: columns, templates and locksRadios, vests or keys you hand out. Skip it if you have none.
Equipment: radios, keys and vests, and who has themInvite them by email, find them by @username, or let them scan your company QR code.
Invite your team with a QR code or linkPut people on a shift at a site.
How to build a weekly shift schedule for event staffYour supervisors sign people in and out, or your crew clocks in from the shift.
Sign the crew in and out (supervisors)Fix a missed clock-out or a wrong time. If timesheets need approval before payroll, the supervisor submits it and the approver approves it.
Approve and export timesheets for payrollOne line per person for your payroll program, at the end of the pay period.
Run a payroll summary for any pay periodWho approves each shift’s timesheet before payroll, or leave it off and payroll counts each day as soon as it is done.
Submit and approve timesheets before payrollA checklist on a shift or a job site, with photo proof if you want it.
To-dos: checklists on shifts and job sites, with photo proofInvite your clients, ask your people for documents, and choose a plan when you need more than 5 workers a month.
Plans and billing