How to Import Multiple Users via CSV file
Steps to Upload New Users Step 1: Log in to TimeClock 365 Step 2: Navigate to the Sidebar -> Users -> Click Import -> Set the Company, Subscription and Security Settings Step 3: Download the CSV Template and open it in Excel or Google Sheets. CSV file with names and emails only: If you are […]
OKTA Integration
Table of Contents Okta Provisioning Setup 1. Log into your Okta account 2. In your company’s Okta page, click on “Admin” in the top right corner 3. On the left side choose “Applications” 4. Click on “Create App Integration” 5. Choose SAML 2.0 and click on “Next” 6. Create SAML Integration 7. Enter the following […]
How to Set Up an Attendance Type on TimeClock 365
If you don’t want your employees to select the attendance type every time they punch in, you can set up a default attendance type. Follow these steps to configure the default attendance type for your company on TimeClock 365: Log in to your TimeClock 365 account. Navigate to the sidebar on the left side of […]
How to Set Up the Default Attendance Type on TimeClock 365
Setting a default attendance type (e.g., Office, Home, or Field) can save your employees time and improve the accuracy of your records. When a default is set, that option is automatically pre-selected when an employee goes to clock in. This is especially useful if most of your employees work from the same location each day. […]
How to Set Up Combined PTO
Some companies prefer to combine Vacation and Sick leave. To set it up please follow these steps. 1. Navigate to the Settings -> Company profile -> Absence types How to doublecheck the setup Navigate to the sidebar and choose Users Choose a user and set his Employment start date so it will allow you to […]
Restrict employees from recording their working time outside the designated location
This manual provides instructions for blocking employees from recording their working time outside the designated office location using the TimeClock 365 mobile app. 1. Log in to the TimeClock 365 portal with your administrator credentials. 2. Navigate to the “Customers” section. Click on “Create New Customer.” In the “Name” field, enter a name (e.g., “Office”). […]