Admin Setup Guide
Everything you need to configure TimeClock 365 for your organization — from first login to payroll export.
Step 1 — Company settings
After creating your account, go to Settings → Company. Set your time zone, week start day, overtime rules, and currency. These settings affect all reports and payroll exports.
Step 2 — Add employees
Go to Settings → Employees → Add Employee. For bulk import, click Import CSV, download the template, fill it in, and upload. Each employee receives an invitation email.
Step 3 — Set up locations
Go to Settings → Locations. Add each work site. Set GPS coordinates and geofence radius. Assign employees to locations. Employees outside the radius cannot clock in from mobile.
Step 4 — Configure devices
If using biometric terminals: go to Devices → Add Device. Scan the QR code on the terminal. Assign the device to a location. Enroll employees' fingerprints or face IDs from the device.
Step 5 — Connect integrations
Go to Integrations. Connect your payroll system (QuickBooks, ADP, Gusto, Hilan, Michpal) or HRIS (HiBob, GreytHR). Configure sync frequency and field mapping.
Step 6 — Test the setup
Clock in as a test employee from the mobile app. Check the Attendance dashboard to confirm the punch appears. Run a payroll report for the current period and verify the output format.