You'll have your employees and jobs added in no time with a little help from this short video.
Video on How to Add Employees and Jobs
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Transcript of video
Getting Started Quickly with Chronotek Pro
Hi, this session equips you with the steps to add people, add jobs, and clock in and out – really quick here.
PEOPLE
From the menu on the left go to People - and click on the + sign next to the search box - to start the Add wizard. Notice the + sign on the header - you can get to any wizard quickly.
The Add Employee wizard is just 4 steps.
Add the person’s name, Enter their 10-digit cell number – which is their username for the app. Optionally add their email. You can change Hire date that defaults to today. And - check if they are full or part time.
Next to the 2nd step…
Most accounts just have one Department. Assign the person’s position - this is their title in the company. You can put people on multiple Teams.
Next the 3rd step…
Select the Pay Profile for this person. I highly suggest you enter their payrate - so you can do profit tracking. You can enter their payroll id later.
Next for the 4th and final step…
Define their language preference for the Communication Hub. Hit Save. The person is in the system.
JOB
Now we need to go down to the Jobs menu. Again, the wizard is the + sign next to the search box. Wait- let’s use our Wizard Center at the top – pick Add Job. We could do Advanced Add - to add jobs with budget details, but today we are just going to do the Quick Add. Next…
We just have 2 steps to add a job.
First, associate the Customer and Location of this job, if they are not in the list simply add them here. I don’t see them - so I can ‘create a new customer’ right here.
The Add Customer wizard comes up automatically – just type in Customer Name and select the correct Time Zone. Save.
Then we can choose to ‘Create a new Location’… Give it a name and select the correct Time Zone. Save.
Select Yes - we want to add the address for GPS tracking purposes. Start typing the address and select the matching Google suggestion. Save.
Back to the Job wizard –
On this 2nd step, add the Job name. Most accounts just have one department. However, this next entry is important. You can define what ‘Type of job’ this is: whether it is ongoing, project or work order. This is great so you will know what type of work makes more money.
Assign a Team to the job and this will allow the employee - to get to this job. Save. That is all you need to do.
CLOCK IN
I am going to open our chat platform, and search for an article that has a video on how to clock in - with this simplest setup.
Here it is…
Employees will see a button that says, ‘I need to clock in’.
I will play the video for you.
Press the green ‘I need to clock in’ button.
Press the green Select button on the job.
Press the green clock in button. Confirm.
They are on the clock.
Ready to clock out?
Press the green time.
Press the green ‘clock out’ button. Confirm.
And that is it.
Feel free to read other articles. But that is it for this session, so just get started.
Find more answers to common questions in our Help Center. 😊