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.
The seven-step process includes:
- 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 period, you can create multiple companies with different settings. Details...
- 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...
- 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...
- 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...
- 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...
- Add/Edit Holiday Schedules: You'll set up your company holiday schedule here. You can have more than one schedule. Details...
- 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.