Setting up the system for the first time

Once the SaaS site is set up for use, follow these steps to set up your system so users may start entering time:

1. Employee Positions
   
   Make sure users are assigned to Positions.
   
   
2. Configure the default Rates and Positions schedule
   
   
3. Configure time categories
   
   Note: Default system time categories are already configured.
   
   
4. Assign time categories to each Job
   
   
5. Onboard users
   
   Once these steps are complete, users may now enter time.

Warning messages

If all the above setup has not been completed, a user will receive a warning notification when entering time.