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Common Tasks & Workflows

This section ties together daily, weekly, and monthly tasks, plus employee onboarding and scheduling workflows. Use it as a practical guide; details live in the earlier sections (Dashboard, Time logs, Shifts, Time off, Employees, etc.).

What You'll Learn​

In this section, you'll find guides for:

  • Daily Manager Tasks – Morning checklist, live attendance, time log corrections, end-of-day
  • Weekly Administrator Tasks – Schedules, time off requests, employees, devices
  • Monthly Tasks – Schedule planning, payroll prep, reports, performance review
  • Employee Onboarding Workflow – New employee setup, PIN, time clock training, first shifts
  • Scheduling Workflow – Planning, templates, assigning, changes, communicating

Quick Navigation​

  1. Daily Manager Tasks – Day-to-day operations
  2. Weekly Administrator Tasks – Weekly admin workflow
  3. Monthly Tasks – Monthly planning and payroll
  4. Employee Onboarding Workflow – New hire setup
  5. Scheduling Workflow – Shifts and schedules

Key Concepts​

Daily – Dashboard refresh, Live Attendance, Shifts Today, time log corrections, end-of-day review.

Weekly – Finalize schedules, process time off, employee and device checks.

Monthly – Next month planning, payroll data, reports, performance prep.

Next: Daily Manager Tasks