Onboarding Checklist for Time Tracking
A simple step-by-step guide to configuring your organization for accurate time tracking
Welcome to Jibble’s time tracking software! Getting started with a new system is easier when you have a clear plan. This step-by-step checklist will guide you through everything you need to know and configure within your workspace so your team can track time seamlessly from day one.
1. Set up your Organization
Navigate to the Organization tab and configure your company’s default settings:
Set up organization details – Select a start day, primary timezone, timesheet timezone and reporting currency.
2. Configure Time Tracking Policies
Navigate to your Time Tracking Policies to configure these settings:
Configure device restrictions – For office-based or remote teams, we recommend enabling Web browser and Desktop app.
Enable offline mode if required – Allow clock ins without internet connection for uninterrupted time tracking.
Configure your time tracking rules – Below are some custom settings we recommend:
Enable screenshots – Configure screen capturing when employees track time.
Set up work schedule restrictions – Restrict clock ins/outs within your work schedule timeframe.
Enable reminders – Send clock in/out reminders before and after scheduled times.
Set up automatic clock out – Configure automatic clock out to prevent inaccurate timesheets.
3. Create Work Schedules & Pay Periods
Navigate to the Work Schedules tab to configure these settings:
Set work schedules – Define start and end times or flexible hours.
Define break policies – Create break types and set up rules for breaks.
Configure overtime rules – Set up overtime policies that comply with local regulations.
Then, go to Time Tracking > Approvals tab to configure the setting below:
Set up pay periods – Define your pay schedule to ensure accurate payroll.
4. Set up Holiday Calendars & Time Off Policies
Navigate to the Time Off & Holidays tab to configure these settings:
Add a calendar for your organization – Import calendars to sync public holidays into timesheets.
Create time off policies – Establish time off policies for leave requests.
5. Add Activities & Projects
Navigate to the Activities & Projects tab to add the below:
Add activities – Set up activities for members to track time against.
Add projects – Allow members to track their hours against projects they work on.
Add and link clients to projects – Add your clients and easily assign them to their projects.
6. Set up your team
Navigate to the People tab to onboard your team and configure these settings:
Invite team members – Send invites to all employees who will be tracking time.
Assign roles and permissions – Define who will be Admins, Managers, and Members.
Set hourly billable rates – Input the hourly rates that will apply for each member.
Create groups – Sort your members into groups based on departments or work locations.
7. Get your team tracking time
With everything set up and everyone onboarded, your employees can now track time from any authorized platforms.
Here are some additional resources to get your team started with the basics of using Jibble as a member: