About This Guide
This guide helps you master Pro's administrative tools for preparing payroll, employees, schedules, and operations. You'll find practical guidance and links to detailed help articles throughout.
Understanding Your Role
As an administrator, you're key to your company running well and making money. Beyond time tracking and payroll, your role focuses on the early detection of issues that could impact the bottom line. Pro is your proactive monitoring system, helping you catch and resolve problems before they become costly.
Our most successful customers share a common practice: they log into Pro daily. Making Pro part of your morning routine, like checking your email, helps you master the system quickly while staying ahead of any issues.
Let's start by looking at how Pro structures your account to copy how you actually run your business.
Company Roles and Positions
Chronotek Pro uses a three-tiered role system—Administrator, Supervisor, and Employee—to control user access and responsibilities.
Administrators: see everything and do everything
Supervisors: manage and communicate with employees on the app
Employees: clock in and out and communicate with supervisors on the app
Within these roles, you can create custom positions (e.g., Owner, Site Lead, Floor Technician, etc) to match your company’s actual job titles. Roles determine access levels, while positions help organize employees based on their job functions.
📜Article to review: Your Organization: Roles and Positions
One of your administrative responsibilities will be to add people to your team. When you do, you will assign them to one of the roles and positions (your account has default positions you can use until you create your own.) Let’s discuss how you add people.
How to Add People
Chronotek Pro makes adding new employees easy with a Quick Add wizard. Simply click the ➕ at the top of the screen and follow four steps:
Enter Employee Contact Information – Add their name, phone number (login ID), and email (optional for employees, required for managers).
Select Position and Team – Assign a role and Team to organize employees effectively.
Choose Pay Profile and Pay Rate – Set their pay rate for job costing and payroll tracking.
Adjust Optional Settings – Configure restrictions like disabling clock-ins from cell phones if needed.
📜Article to review (includes video): How to Add People
Getting Employees Set Up with the App
Once you've added employees, you must set them up with the Pro mobile app. You can send app invitations via text message using the supervisor mobile app or by email from your online account. You can track which employees have downloaded the app by checking the App Registered column on the People list view screen.
📜Article to review (includes video): How to Send Invitations to New Employees
Now that you know how to add and invite people, they need jobs to clock into. Let’s examine Pro’s unique design for tracking jobs.
Customers, Locations, and Jobs
Pro structures your information based on how you actually do business - you do Jobs for Customers at their various Locations. Pro uses this 3-tiered system to ensure employees clock into the right job with clarity:
Customers – The businesses or individuals you contract with for work.
Locations – The specific sites where work is performed. Customers can have multiple locations.
Jobs – The work being done at a location, whether ongoing, project-based, or work order jobs.
This structured approach tracks hours and labor costs per job and location, providing valuable insights for business owners. Reports automatically total hours and costs by customer, location, and job—no more spreadsheet headaches!
📜Article to review: What Are Customers, Locations, and Jobs?
Your next question - how do I add customers, locations, and jobs?
How to Add Jobs
Pro offers two ways to add jobs, depending on your needs - Quick and Advanced. Begin with the ➕ button at the top of any screen and choose to add a Job.
Quick Add is perfect for getting started fast—just link the job to a customer and location, assign a Team, and Pro will automatically create the job for a one-year term. If you need the job to continue beyond that, simply check "auto-renew" to extend it automatically.
Advanced Add gives you full control. You can customize dates, budgets, and revenue targets, create schedules upfront, and set these jobs to auto-renew.
Note: Once a job expires, employees can’t clock into it, and the job disappears from your view.
📜Articles to review:
How to Add Jobs (includes video)
🔄Quick recap: You now understand the foundation of Pro: how to structure your organization through company roles, add your Team members, and create jobs for them to work. Next, let's look at how your employees will clock in and out of these jobs.
How Employees Clock In and Out
Pro gives your employees multiple ways to clock in while ensuring job site accuracy through a rules-based system. Everything starts with Team assignments - employees must be on the job's Team to see it as an option. Teams are a big deal, but don’t worry about them yet. We will get to Teams soon.
Clock-In Methods:
Methods 1 - 5 are with the Pro Mobile App
By being GPS-located at the job site
Through their scheduled job assignment
Scanning a TimeTile™ at the location
Entering a Shift PIN (for jobs without locations)
Using the Unknown Job option (if they legitimately can't see their job)
By calling in with a Shift PIN
📜Article to review: Six Ways Your Employees Can Clock In
While Pro offers multiple ways to verify clock-ins, TimeTiles™ are our most powerful tool for ensuring employees are actually in the job site buildings when they clock in and out, not in the parking lot. Our customers absolutely love this solution. Let's take a closer look at how TimeTiles™ work.
TimeTiles™: The Key to On-Site, In the Building Punches
TimeTiles™ are NFC-enabled tiles placed inside the job site—typically in a janitor's closet or breakroom. Employees must scan the tile with their phone to clock in, just like making a contactless payment. Unlike QR codes, TimeTiles™ are tamperproof and cannot be copied, ensuring employees are physically inside the building when clocking in and out.
GPS tracking enhances TimeTiles™ by identifying when employees leave the job site during their shift. Together, they form a powerful solution for managing remote teams and preventing time theft.
Everything You Need to Know About TimeTiles™
Got questions about TimeTiles™? No worries—we’ve got you covered! Whether you're wondering how to order them, set them up, or troubleshoot issues, these articles will walk you through everything step by step.
📜Article collection to review: TimeTiles™ - On-site Clock-ins Guaranteed
Now that your employees and jobs are in place and people are clocking in and out let's examine how Chronotek Pro helps you manage daily operations. Chronotek Pro is a proactive issue-detection system that catches problems before they impact your bottom line. Here's how it transforms you into an admin rockstar.
Daily Operations Flow - Reviewing the Issues
Red Tiles - Time Cards to Edit
Your day begins with a review of the Time dashboard. The red and yellow issue tiles are your issue detection system and will make you a rockstar to the company owner. The red tiles are critical issues you must address before running payroll. They include:
Missed clock-outs.
Clocking into an Unknown Job.
Pending travel time.
Missing pay rates.
Simply click a red tile, and the Time screen filters to show only the time cards with those issues. Clicking a time card cell takes you to the Daily Timeline, where you can review and fix it.
Resolving red tile issues will require you to edit time cards for various reasons.
📜Article Collection to review: Editing Time Cards
Yellow Tiles - Time Cards to Review
Yellow tiles will not block payroll prep; however, we suggest you review them for critical operational issues that may require immediate attention. Issues such as:
Not being GPS-tracked at the job when clocking in/out.
Leaving the job site while on the clock.
Missing a scheduled clock-in.
Arriving late to a scheduled shift.
Clocking into an unscheduled job.
These are all issues that Pro proactively warns you about that can damage profitability and client relationships. Like the red tiles, you can click on the yellow ones to review the Daily Timeline, approve/disapprove, and make notes about the issue.
📜Articles to review:
Before going further, let’s talk about your field supervisors - your partners in operational success.
Field Supervisors: Your Partners in Time Management
Your field supervisors are your crucial partners in managing daily operations. Through the mobile app, they handle issues in real-time, becoming your eyes and ears on the ground.
What They Monitor
They investigate and document:
Missed clock-outs
Clock-ins away from job sites
Late arrivals
Employees leaving job sites while on shift
Unscheduled clock-ins
How They Help
When infractions occur, they:
Receive instant notifications
Document situations with notes
Approve or deny infractions
Provide accurate information for time card corrections
Their responses sync immediately to your system, giving you real-time information; however, supervisors cannot edit time cards.
📜Article to review: The Supervisor Mobile App: A Complete Guide
We’ve discussed issue tiles in detail and have mentioned notifications. What are their differences?
Notifications Also Keep You on Top of Daily Operations
Issue tiles are not the only way Pro informs you of employee and job management issues. Let’s consider issue tiles as flags - they are color-coded and obvious like flags. Think about an NFL umpire who throws a penalty flag. The Pro system throws flags when it detects violations.
Pro also uses Notifications via push, SMS text, and notification feeds via the app and web-based account. Users can customize Notifications to stay informed about more activities than issue tiles, such as:
When new employees are hired
When time cards are edited, added, or deleted
When supplies are delivered
And 50 more! The admin sets minimum thresholds for each event: Off, low, medium, and disabled. Field supervisors can raise their notification settings on the app (if not disabled) but can not lower them.
📜Articles to review:
How to Set Up Notification Defaults (Admins)
Notification Feeds on the Website
The web-based account has notification feeds in three areas: the main dashboard, employee profiles, and time cards. The first screenshot shows the scrolling notification feed on the main dashboard.
This screenshot shows the notification (activity) feed in an employee’s profile.
This screenshot shows the notification feed (Activity) on the employee’s time card, showing every relevant event.
Notification Feed on the Mobile App
Field managers can track all issues in real time through the notification feed on their mobile app. Just tap the bell icon at the top right to see a chronological list of events affecting your teams and locations.
Earlier, we covered how Pro uses company roles (Administrator, Supervisor, Employee) to control system access and security. Now let's look at a different type of role - Team roles - that define how your workforce interacts within their groups, what notifications they receive, and what they see on the Pro mobile app.
Team Roles: Managers, Observers, and Members
Because notifications are crucial for keeping operations on track, the Pro System uses the Team roles of Managers, Observers, and Members to control what information people can see and what actions they can take in the system. The company roles, Administrators and Supervisors, can be Managers on some Teams while serving as Observers on others, giving you flexibility in how you structure oversight. Employees are Members and can serve on multiple Teams.
Team Role Permissions:
Managers actively oversee Teams, schedules, and time tracking.
Observers maintain high-level visibility without direct involvement
Team Members (workers) can only access and clock into their assigned jobs, view their schedules, access their Team and Job boards, and communicate with managers.
This structure ensures everyone has the necessary access and visibility without information overload.
📜Article to review: Team Roles in Chronotek Pro
You’ve heard about Teams throughout this guide—now let’s dive deeper into this powerful concept.
Teams: How Work is Structured
Chronotek Pro keeps things organized with a team-based system. Employees are assigned to specific Teams, so they can only clock into jobs assigned to their Teams. This setup also ensures notifications and messages reach the right people at the right time—no more missed updates or confusion.
Structuring Teams
Teams can be structured based on various criteria:
Shift schedules (e.g., day shifts, night shifts, weekends)
Job functions (e.g., floor crew, disinfecting team, snow removal)
Work locations (e.g., specific job sites or regions)
Team Roles
Teams consist of three primary roles:
Team Managers
Team Observers
Team Members
Creating and Managing Teams
Create a Team by assigning a name and designating at least one manager.
Assign Team roles and add members through the Teams or People menus.
Temporarily adjust Team roles as needed. For example, switch a Manager to an Observer role during their absence and assign a new manager.
Teams and Job Visibility
Employees can only clock into jobs assigned to their specific Teams, ensuring accurate time cards.
Assign jobs to multiple Teams to accommodate different shifts or worker groups, such as weekdays and weekends.
Messaging
The Communication Hub centralizes Team discussions, improving workplace communication through Team and Job boards that keep managers and employees informed and updated about relevant information.
📜Article to review: Teams: A Complete Guide to Organizing People, Work & Communication
Let’s talk more about Pro’s messaging platform, the Communication Hub. It plays an essential part in keeping all of your teams on the same page.
Using the Communication Hub in Chronotek Pro
Chronotek Pro’s Communication Hub simplifies and centralizes workplace communication, eliminating the need for scattered texts, phone calls, and emails. It is accessible via the web portal for administrators and the mobile app for admins, supervisors, and employees.
Communication Channels
The hub includes four messaging channels, each serving a specific purpose:
Company-Wide Announcements – One-way messages from administrators to all employees. Used for policy updates and company-wide announcements.
Private Messaging – Secure one-on-one messaging between administrators, supervisors, and employees. Employees can message their admins and supervisors but not other employees.
Team Boards – Group discussions limited to Team members and their supervisors—functions like a team-wide message thread.
Job Boards – Job-specific message threads. Employees scheduled for a job can view and reply, but messages do not carry over to new employees added later.
Multilingual Support
Chronotek Pro supports automatic translations in 35 languages. Employees can set their preferred language in the app, or administrators can update preferences through the admin portal. This ensures clear communication without external translation tools.
Message Oversight and Control
Administrators: can monitor all communication (except private messages).
Must-Read Announcements: Company-wide announcements automatically require people to acknowledge receipt before proceeding in the app. Private and Team messages can also be set as must-read announcements with the option to allow a response.
Scheduled Announcements: Admins and supervisors can schedule announcements to be sent immediately or at the next clock-in.
📜Article to review: Communicate with Your Teams and Get Notifications
Now that you know how to keep everyone on the same page with our messaging features, let’s learn how to keep your teams (and budgets) on track with Pro’s scheduling system.
Scheduling in Chronotek Pro
Scheduling in Chronotek Pro helps organize shifts, ensure job coverage, and improve job costing accuracy. However, schedules aren't mandatory. Employees can clock in based on Team assignments and other factors. But by using them, you'll maximize the benefits of Pro.
Why Schedules Matter
When we talked with service business owners about their biggest challenges, three things kept coming up: knowing where their people should be, ensuring jobs are covered, and controlling costs. That's precisely what good scheduling solves.
Let’s review the benefits of using schedules.
1 - Schedules Provide Clarity
Everyone knows where they should be.
Schedulers can plan without conflicts
Employees easily see their assignments
Team managers know who to hold accountable
2 - Schedules Prevent Problems
All jobs are covered.
Get alerts when employees don't show up
Quickly identify and fill gaps
Prevent missed services
3 - Schedules Protect Profits
The future isn’t a mystery.
Track future versus actual labor costs
Forecast & prevent overtime & travel before they happen
Monitor job profitability
Creating and Managing Schedules
The job must be set up before creating a schedule. The Schedule Wizard makes adding shifts, setting recurring schedules, and configuring alerts easy. You can access it through the Customers/Jobs menu or directly from the Schedules menu.
When setting up a schedule:
Create multiple shifts per job, such as day and night teams, and assign employees accordingly.
Use the "Any Time" option if a specific start time isn’t needed while still enabling no-show alerts.
Apply pay code overrides to automatically adjust pay rates for special shifts (e.g., weekends or task-based work).
The system flags conflicts before finalizing to prevent scheduling overlaps.
📜Article to review: How to Add Schedules
Modifying and Adjusting Schedules
Schedules can be adjusted as needed. You can:
Reassign shifts to another employee for one-time or future occurrences.
Delete individual or future schedules when changes are necessary.
Modify shift start and end times to match updated job requirements.
Include scheduled breaks so unpaid time is deducted without altering shift durations.
Important: Breaks are not automatically deducted—employees must clock out for them. Additionally, at this time, recurring schedules cannot be edited once created. If changes are needed, the existing schedule must be deleted and rebuilt.
📜Articles to review:
Teams and Shifts: Controlling Job Access
Teams determine which jobs employees can see and clock into. Multiple teams, such as day and night, can work at the same job, each with their own shifts.
Even without a schedule, employees can still clock in if they meet company requirements, such as:
Being GPS-tracked at the job site
Scanning a TimeTile™
Using a Shift PIN
📜Article to review: How to Assign Teams to a Job with Shifts
Schedules don't just organize your workforce—they're also your key to predicting future profits. Learn more in the Profit Management section.
With schedules in place, the next step is efficiently preparing payroll.
Let's Talk About Payroll
Accurate payroll is critical. It ensures employees are paid correctly and keeps labor costs under control. For service businesses, payroll is typically the largest expense, requiring careful attention to overtime hours, special pay codes, and travel time between jobs. Pro helps you prepare accurate time cards, transforming payroll prep from a headache into a simple and manageable process.
Payroll Settings Overview
Before preparing payroll, it’s important to ensure the essential settings in Pro are correctly configured. If your company has already been using Pro, these settings are likely in place—but if you're new to the system, reviewing them ensures accuracy.
Key Settings:
Overtime rules
Employee pay rates
Payroll IDs (if required by your system)
Department and Job IDs (optional for job costing)
With these settings in place, Pro organizes employee hours into a payroll-ready format, reducing errors and streamlining the process.
4-Step Payroll Prep Process:
Chronotek Pro breaks payroll preparation into four straightforward steps:
Approve Payroll – Verify employee time cards, pay rates, and profiles. Address any red issue tiles that must be resolved before processing.
Create Payroll Batches – Group approved employees into payroll batches for processing.
Export Payroll Data – Generate an export file for your payroll system. Deleted batches can be reprocessed if needed.
Close the Payroll Period – Finalize payroll by closing the pay period. The system automatically closes old periods, keeping a maximum of four open at a time.
Important Notes:
Time cards display in hours:minutes format on the Dashboard but convert to decimal format during payroll prep.
Pending batches can still be exported but not modified once a period is closed.
Closed payroll periods lock all time cards and prevent changes to pay rates.
📜Article to review: Payroll Prep: Reviewing, Prepping, Exporting (Complete Guide)
Now that you are a rockstar payroll admin let’s discuss how Pro helps you manage and forecast your company's profits.
Profit Management & Forecasting with True Labor Costs
Service businesses often struggle with profitability not because they aren't generating revenue but because they don't have a clear picture of their true costs and future performance. Pro solves this by combining accurate labor cost tracking with powerful forecasting tools, helping you spot and address issues before they impact your bottom line.
Understanding Your True Labor Costs
A profitable service business starts with accurately calculating labor costs. Many owners mistakenly use base pay rates for budgeting and bidding, but this approach overlooks loaded pay rates—the total cost of an employee, including payroll taxes, workers' compensation, and benefits.
For example, a janitor earning $13 per hour may have a loaded pay rate closer to $16—about a 20% increase. Underestimating this cost can erode profitability, leading to underpriced contracts and tighter margins. By factoring in loaded pay rates, you gain a more accurate view of labor expenses, ensuring sustainable pricing and long-term success.
Setting Up Loaded Pay Rates
Configure loaded pay rates in Pro (Settings > Payroll > Labor Overhead) by entering your total labor overhead percentage, and the system will automatically calculate true labor costs for every employee. You can also create multiple pay profiles based on job roles, ensuring each employee's cost is correctly accounted for in projections and reports.
Using Weighted Averages for Accuracy
Labor costs become even more complex when multiple employees with different pay rates work on the same job. Chronotek Pro simplifies this by calculating weighted averages for accurate job costing:
Employee A: $12/hour × 10 hours = $120
Employee B: $16/hour × 25 hours = $400
Total Hours Worked: 35
True Average Hourly Cost: $14.86/hour ($520/35)
Weighted averages provide a precise view of labor expenses, preventing underbidding and unexpected payroll overages.
📜Article to review: Pay Rates: Setting Up For Accurate Job Costing
Now that you understand true labor costs and how Pro uses loaded pay rates and weighted averages to calculate accurate labor expenses, you can create budgets that precisely reflect your desired profits.
Creating a Budget
You can create a budget in two ways:
1 - When Adding a New Job
Use the Advanced Add job wizard during job creation. This guides you through setting up the job and its budget simultaneously.
2 - For Existing Jobs
Navigate to the job
Click on the Budget tab
Click "Edit Budget"
In both cases, you'll enter key information like revenue, estimated hours, pay rates, and overhead percentages. The system uses these numbers to calculate accurate profit projections and track performance.
📜Article to review: Budget Management: Edit the Budget for an Existing Job
Monitoring Job Budgets in Real Time
Will your jobs be profitable in six months? With Pro’s Budget screen, you don’t have to guess. Budgets provide comprehensive data on labor costs, including projections for overtime, travel time, and pay rate fluctuations, allowing you to spot and correct potential losses before they happen.
Use Budgets to:
Track current labor costs and hours in real-time
Project future profitability based on schedules
Key Profit Factors to Monitor:
Travel Time: Total hours and future projections
Overtime: Anticipated overages based on schedules
Pay Rate Variances: Differences between budgeted and actual pay rates
📜Article to review (includes video): Forecast Job Profitability: Smart Planning Tools
In Conclusion
You're now ready to be a rockstar administrator. By catching issues early, managing schedules efficiently, and keeping your teams connected, you'll help drive your company's success. Our support team is here if you need us.
❓Ways to Reach Pro Support
Start at the question mark at the top right of your screen.
Chat with us online during business hours
Get help 24/7/365:
Chat with our smart AI bot
Access our Help Center.
Find more answers to common questions in our Help Center. 😊