This onboarding checklist is designed to guide administrators through the essential steps required to successfully implement and begin using the Fareclock.
Company Configuration
Enter Company Information
- Provide company name, primary location(s), time zone preferences, and Format Settings.
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Format Setting
Establish Pay Rules
- Define your organization’s time tracking policies, including:
Pay Classes
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Overtime calculation rules
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Shift Classes
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Shift Scheduling
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Time Off Policies
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Time rounding settings
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Set Up Departments, Labels, Org Units and and Job Costing (Optional)
- Create organizational units and job codes for detailed labor tracking.
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Employee Management
Set User Defaults
- Define default settings for workers and admins, including PIN setup, custom fields, authentication methods, and access to sensitive user data.
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Add Employee Profiles
- Manually add employees or import in bulk.
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Assign Access Levels
- Designate each user as an Account Owner (Super Admin), Administrator, or Worker based on their responsibilities.
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Distribute Login Instructions
- Enable personal devices and send out user instructions for downloading/installing the Fareclock mobile app (iOS/Android).
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Device Configuration
Set Device Default Settings
- Configure default device settings, including facial recognition, GPS/geofencing, feature access, security options, and synchronization preferences.
Install Fareclock App on Devices
- Install the Fareclock time clock app on your dedicated clock-in devices (smartphones or tablets).
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Enable Optional Features
- Configure optional settings such as:
GPS/geofencing
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Facial recognition (Enrolling face model)
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Device restrictions/permissions
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System Testing
Conduct Test Punches
- Use test profiles to verify punch-in and punch-out functionality.
Review Time Records
- Confirm that time entries are accurately recorded and displayed in the Admin Dashboard.
Validate Report Accuracy
- Ensure pay period totals and report outputs align with company expectations.
Reporting and Payroll Integration
Generate Reports
- You can use Fareclock’s reporting tools to view time and attendance summaries by date range, department, or employee. Additionally, you can create memorized reports to save commonly used filters and settings, and set up scheduled reports to automatically receive reports by email on a recurring basis.
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