Set up your company
A walk through every setup screen for a new company: what each setting does, a good place to start, and what your crew sees because of it.
A tour of the company MenuEvery row of the company Menu, on the phone and down the left of the website: what it is for, and what to set up there first.Your company profile: name, logo, address, time zone and countryFill in your company profile: the five things the app asks for, your time zone and your country, and what each one changes.Scheduling rules: every rule, and a good place to startEvery rule under Menu → Rules: what it checks, what Warn and Block do, and a good place to start for a new company.Breaks: rules, breakers and crew leadsSet your break rules for the company, a site, a client or one shift; choose breakers and crew leads; workers take breaks on a timer.Payroll settings: pay periods, hours and roundingSet your pay period and pay days, the work week, standard hours, overtime, clock rounding and the late grace period before your first pay period.Roles and permissions: who can do whatA role is someone’s job and the access that comes with it. The five access levels, making your own roles, and permissions for one person.Departments, their managers and approvalsDepartments are teams like Security or Events, each with a manager. They can sit inside each other, work on their own, and ask for approvals.Notifications, alerts and Inbox settingsChoose which alerts you get, and who gets Payroll, HR and other messages your workers and clients send.Set up your timesheet: columns, templates and locksChoose the columns your timesheet shows, the ID next to each name, a ready template or your own, and how timesheets lock.Licences, certificates and gear your people needSay what people need, like a security licence or boots, review what they upload, and be warned before anything runs out.Employee documents: a folder for each personA folder for each person with their documents and certificates. Ask someone for a document, with a due date, and review what they send.Equipment: radios, keys and vests, and who has themList the gear you hand out, give it to people on a shift and get it back, and see what is out, overdue or needs a look.Clients: invite them, choose what they see, and their tip offersInvite the companies that book your staff, choose what their portal shows, what they get when you are on Pro, and their tip offers for the crew.Post a job and review applicantsPost a role with its pay and type, set your application form, and move applicants to Hired, which sends your job offer. Workers find it in the job market.Plans and billingFree for up to 5 deployed workers a month. Standard and Pro: the first 5 workers free each month, then a price per worker, with a monthly minimum.
Other topics
Getting startedSet up your worker accountJob sites and schedulingFilling shiftsTime clock and timesheetsPay and payrollPeople, roles and accessDocuments, licences and equipmentMessages and reportsClients and contractorsHiring and jobsFor workersAccount, plan and billingChief of StaffPrivacy & legalGuides
Still need help?
Email us at support@urtimesheet.com. In the app, you can also ask Ur Timesheet from the Menu.