Getting Started

The TimePilot Central Setup Wizard

After you set up your database, you'll be taken to the TimePilot Central Setup Wizard, which guides the first-time user step-by-step through the process of setting up the system. Simply follow the steps, and when you complete a task, the next task will become available.

TimePilot Setup Wizard screenshot

The seven-step process includes:

  1. Add a Company: Here's where you'll enter your company information, including name, your pay cycle (weekly, bi-weekly, etc.), whether you want to have rounding applied to your employees, etc. If your business has more than one pay cycle, you can create multiple Companies with different settings. Details...
  2. Add/Edit Overtime Policy: Do you pay overtime to your employees? Each Company can have multiple overtime policies, each with a different set of criteria and payment rates. Details...
  3. Add/Edit Pay Types: This is where you'll set up how your employees will be treated in terms of whether they get overtime, vacation pay, holiday pay, etc. You can have multiple pay types; for instance, one for salaried employees and another for hourly employees. Details...
  4. Add/Edit Departments: You'll enter your company's departments here. Later, when you're using the system, you can generate reports grouped by the departments you enter here. Details...
  5. Add/Edit Shifts: This is where you create your employees' shifts. The system uses shift schedules to determine if an employee is early or late. Details...
  6. Add/Edit Holiday Schedules: You'll set up your company holiday schedule here. You can have more than one schedule. Details...
  7. Add/Edit Employee Profiles: You'll add your employees here. Details...

When you're finished, you'll set up your clock(s) in Clock Manager's Add a New Clock Wizard.