Getting Started

Setting Up the Software, Part 2:   Video available

The TimePilot Central Setup Assistant

Click here to see Part 1 of Setting up the Software

Once the location of your configuration is established, you'll be taken to the TimePilot Setup Assistant, which guides the first-time user step-by-step through the process of setting up the system.

The Setup Assistant only aids with the most common setup scenarios. More detailed and complex configurations—such as advanced overtime policies, job site setup, location setup, etc.—are possible once the initial setup is complete, The assistant simply helps to get you up and running; changes can easily be made after this step is complete.

The assistant will prompt for the following information:

1. Administrator password: Enter the password that you want your administrator login to be. Don't forget this password! Record this information in a safe and secure location.
2. Company Setup: Enter the name of your company and pay frequency of your company. Details ...
3. Pay Period Setup: If your pay frequency is weekly or bi-weekly, then select the first day of the pay period and the start time. If your pay frequency is Semi-Monthly or Monthly, then select the days of the month that the beginning of each pay period will begin. With Semi-Monthly or Monthly you are required to select the day of the week that your overtime calculations will be based on. Details ...
4. Rounding: Select the way in which time will be rounded. Details ...
5. Overtime: The overtime setup in the assistant is a simplified version of what is possible with TimePilot. If your overtime policy is more involved than is available in the assistant, answer the questions as well as possible and adjust it after the initial setup is complete. Details ...
6. Pay Class: Click "Add New" to create a Pay Class, such as "Hourly", "Hourly Non-Exempt", "Salary", etc. Details ...
7. Department: Departments are used to group or organize your information, allowing reports to be generated based on departments, etc. If you do not setup a department then all employees will be set to the default department of "Main Department." Details ...
8. Location: Locations are also used to group or organize your information. Locations are generally considered to be groups of departments and are typically in different cities or regions. If your company has employees in different areas of the country or reporting to different locations, creating multiple locations can make it easier to organize data. If you don't set up any locations, then all employees will be set to the default location of "Main Location." Details ...
9. Shifts: Shifts are only necessary if you want to keep track of how often employees are late or early, whether you want to us the Snap-To feature or simply want to organize the data based on an employee's shift. Details ...
10. Holidays: Holidays can be set up for determining paid time off based on particular days of the year. You can manually create individual holidays by selecting "Add Holiday" or choose "Select Holidays from a List," which provides several years' worth of pre-defined holidays that you can choose from. Details ...
11. Employees: The final step is setting up employees. Click "Add New" to create each employee. After you have created at least one employee, feel free to click "Next" to complete the Setup Assistant. You can add your remaining employees later. Details ...

Congratulations! You've finished the initial setup of the system. If you need to make adjustments or add more employees, start the software (you'll see its icon—shown at right—on your desktop) and click the "Setup" tab on the left side of the screen.