When starting to use ExakTime Connect, there are some essentials that should be done to start using ExakTime Connect.
While we cover many of these essentials with our ExakTime Connect Quick Start Tutorial, here are some essential articles that go into detail on the first things that you will want to learn as these are the day-to-day items that you will be utilizing the most often.
- ExakTime Terminology
- Get familiar with the terminology used throughout the ExakTime system.
- Best Practices For Adding Employees, Locations, and Cost Codes
- Learn what is considered an employee, location, and cost code, and how they are used in the ExakTime system.
- How to Edit Information in ExakTime Connect
- Learn how to edit entities and information throughout ExakTime Connect.
- How to Add an Employee to ExakTime Connect
- Add an employee to the ExakTime system. Any person interacting with ExakTime in any way is considered an employee.
- How to Add Another Administrator to ExakTime Connect
- Add additional Administrators to ExakTime Connect to help administer. You are not limited to just one admin, how the number of available employee licenses you have.
- How to Allow Users to Edit Employees' Time Records
- Set up employees to manage employee's time, such as timekeepers/managers.
- How to Assign ExakTime Connect Security Roles
- Assign an ExakTime Connect security role to determine what they can/cannot do in ExakTime Connect.
- How to Assign ExakTime Mobile Security Roles
- Assign an ExakTime Mobile security role to determine what they can/cannot do in ExakTime Mobile.
- How Can My Employees Review Their Time?
- View available options for how an employee can review their time in ExakTime Connect and/or Mobile.
- How to Add a Location (Jobsite) in ExakTime Connect
- Add additional locations to ExakTime for detailed job tracking.
- How to Add a Cost Code (Activity Item) in ExakTime Connect
- Add additional cost codes to ExakTime for detailed job tracking.
- Setting Up and Clocking In/Out On ExakTime Mobile for Employees
- A quick start guide and printout for setting up ExakTime Mobile on employee's phones.
- Setting up an Employee to Start Using ExakTime Mobile
- The full process of setting up a brand new employee to begin using ExakTime Mobile.
- List and Descriptions of Options for ExakTime Mobile
- A list of optional features for ExakTime Mobile with a short description of their use.
- Company Settings Introduction
- Introduction to Company Settings and common setups.
- Setting Up Your Pay Period (Work Week & Start of Work Week)
- The process for setting up your pay period/work week and the start of your work week.
- Understanding Security Roles
- Security roles determine what an employee can/cannot do in ExakTime Connect or Mobile.
- ExakTime Mobile Security Roles Introduction
- The ExakTime Mobile security role determines what an employee can/cannot do in ExakTime Mobile.
- ExakTime Connect Security Roles Walkthrough
- The ExakTime Connect security role determines what an employee can/cannot do in ExakTime Connect.
- Employee Policies Introduction
- Familiarize yourself with common employee policies that help determine your employees' overtime, roundings, and auto-lunch deductions.
- Setting Up Your Policies (Overtime, Time Rounding, etc.)
- Familiarize yourself with employee policies that help determine your employees' overtime, roundings, and auto-lunch deductions.
- How to Create a New Employee Policy Group
- Steps on creating a new employee policy group.
- Rounding Policies
- Information about the employee and locations based rounding policies for your employees.
- Time Card Detail Introduction
- Introduction to the time card details and common uses.
- Time Cards Walkthrough for Viewing and Managing Your Time Cards (Adding, Editing, Deleting, & Bulk Adding)
- Walkthrough on how to use and manage your time card details.
- How to Add a New Time Record
- Steps on adding new time records.
- How to Edit or Delete a Time Record
- Steps on editing/deleting new time records.
- How to Remove an Auto-Lunch
- Steps on removing an auto-lunch from a time card as auto-lunches cannot be deleted like a normal time record.
- Time Reports Introduction
- Introduction to common time-based reports and how to generate them.
- Guide to Viewing Reports
- Information on how to generate reports and available options.
- How to Track Travel Time for an Employee
- Steps on how you can track an employee's travel time as they travel between locations.
- Understanding ExakTime Connect Settings
- Information on ExakTime Connect Company and User Settings.
- Complete Guide to Map View
- Learn how to use the Map View page and see where employees were when clocking in/out, or when using GeoTrakker.
After you have a good grasp on the essentials, our Getting Started articles go into more detail about other useful aspects of your ExakTime Connect system.