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.
Organization Setup
Navigate to the Organization tab and configure your organization details below:
Select a start day and start month – Set the first day of the week and starting month of the year.
Choose your primary timezone – Select the main timezone of your organization.
Choose your timesheet timezone – Select the default timezone used to display timesheets.
Select your time and duration formats – Decide how time and tracked hours will be displayed.
Select your reporting currency – Choose the currency used for hourly rate calculations.
Configure Time Tracking Policies
Navigate to your Time Tracking Policies to configure the settings below:
Configure device restrictions – For office-based or remote teams, we recommend enabling Web browser and Desktop app.
Enable offline mode if required – Allow clock in’s without internet connection for uninterrupted time tracking.
Configure your time clock restrictions – Use our preset restrictions or custom restrictions to set up specific rules for time tracking. Below are some custom settings we recommend:
- Require activity when clocking in
- Require project when clocking in
Enable screenshots – Configure screen capturing when employee’s clock in via the desktop app.
Set up work schedule restrictions – Restrict clock in’s/out’s 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.
Create Work Schedules & Pay Periods
Navigate to the Work Schedules tab to configure the settings below:
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.
Set up Holiday Calendars & Time Off Policies
Navigate to the Time Off & Holidays tab to configure the settings below:
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.
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.
Team Setup
Navigate to the People tab to onboard your team and configure the settings below:
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.
Get your team to start tracking their 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: