Your first week

A practical checklist for your first week. Work through it and you will have a live, tracked operation.

Your first-week checklist

• Complete your company profile — name, logo, timezone, language.
• Set your attendance rules — shift hours, break minutes, travel credit.
• Invite your team and assign each person their rights.
• Add your workers and their day-rates.
• Create your first project and set its geofence for QR check-in.
• Add your clients (and switch on the client portal if you want them to follow progress).
• Record a few purchases to see costs flow into projects.
• Run your first daily report and publish it to the client.
• Check the dashboard — it surfaces what needs attention each day.