Onboarding Checklist for Attendance Tracking
A complete step-by-step guide to setting up attendance tracking for your organization
Welcome to Jibble’s attendance app! Setting up a new software is simple when you have a clear plan to follow. Use this step-by-step onboarding guide as the ultimate checklist to ensure all essential settings are configured, so you can start seamlessly monitoring attendance today.
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 on-field teams, we recommend enabling the Mobile app and Shared Kiosk.
Enable offline mode if required – Allow offline clock ins for uninterrupted tracking in remote areas.
Configure your time tracking rules – Below are some custom settings we recommend:
- Require Facial Recognition/selfies – Quick verification for your team members.
- Enable live location tracking – View where your staff are working from throughout the day.
- Requiring location with time entries – Record GPS locations with every clock in/out.
- Enable geofencing – Allow members to clock in within authorized locations only.
Enable device lock – Restrict clock ins/outs to authorized mobile devices only.
Enforce geofence automation – Automate clock ins/outs when members cross a geofence area.
Note: You can only enable either live location tracking or geofence automation at one time, not both simultaneously.
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.
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. Add Locations
Navigate to the Locations tab to add your geofences:
Add work locations – Search up an address and add authorized locations for your team.
Assign locations to work schedules – Add specific locations to work schedules for geofencing.
7. 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.
Add members without accounts – Input names without sending invites and track time via a kiosk.
Assign roles and permissions – Define who will be Admins, Managers, and Members.
Create groups – Sort your members into groups based on departments or work locations.
8. Set up Kiosk Mode
If you would like a centralized way to track attendance for your on-site team, you can use a shared kiosk on a tablet. On your Jibble mobile app, go to the Menu page and switch to Kiosk mode to set up your shared kiosk:
Create kiosks – Set up kiosks for different work locations and assign team members to them.
Configure your kiosk settings – Select your preferred kiosk mode to set how members will clock in.
9. Start tracking your team’s attendance
With everything set up and everyone onboarded, your staff can now clock in and out while on the move or at any authorized locations.
Here are some additional resources to get your team started with the basics of using Jibble as a member: