Getting started

Setting up your company

Sites, departments, users and the settings that matter on day one.

Your account is created for you at the demo; this article walks through the first 15 minutes.

1. Company details

Settings → Company. Check the legal name, time zone and pay period. The time zone drives every clock record, so set it before the first clock-in. Choose the tablet languages your staff need (English, Turkish, Polish, Romanian).

2. Sites and departments

Settings → Sites & departments. A site is a physical location with its own tablet(s); a department groups people for reports, the live board and task assignment. One site is created for you — add more if you have several locations. Each site can carry its own time zone.

3. Shift templates

Settings → Shift templates. Create the shifts you actually run (e.g. Day 06:00–14:00, Night 22:00–06:00, 30 min unpaid break). Templates make the rota a click-to-add job.

4. Clock rules

Settings → Clock rules. Late grace, early-leave grace, overtime mode, unpaid break options, automatic break, bank-holiday calendar and pay rules. Sensible UK defaults are pre-filled; you can change them later.

5. Panel users

Settings → Panel users. Invite managers and HR. Roles: Owner, Admin, Manager (optionally restricted to certain sites), HR (people, absence, documents), Billing (invoices only), Viewer.

Next: pair a tablet and add your people.

Last updated 22 September 2026

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