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Navigating Clockwork
Navigating Clockwork
Chris Earley avatar
Written by Chris Earley
Updated over a week ago

Clockwork was designed to be user friendly and easy to navigate. You'll move to different features of Clockwork with the Navigation Menu on the left hand side. You can easily expand or collapse the Navigation Menu by clicking on the "<<" button in the bottom left corner.

Your setting are can be accessed by clicking on your profile in the bottom left of the screen.

Within your settings, you'll be able to manage the following:

  • Profile

  • Billing (what plan this company and how much you are paying)

  • Users (who has access to the company at which level)

  • Model Settings (time frames for the financial model and cash flow, fiscal year, and other ways determining how your data will be reflected)

  • Connected Data (the integration with your accounting software, Custom Variables, and Payroll Data [Ultimate Plan only])

  • Payroll Settings (if not connected to a Payroll Provider, this allows you to select key payroll metrics that will drive your model)

  • Employee Benefits (Create a package of benefits that can be applied to specific titles, e.g. health insurance and 401K)

Need additional help? Reach out to our support chat in the bottom right of your screen any time you have questions!

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