Use this checklist to plan your workflow. Product-specific screens, configuration and availability are confirmed during setup.
Map the people and places.
Prepare the minimum information required to organize your team.
- Confirm employee names, active status and operational roles.
- List the locations or sites where shifts take place.
- Identify managers responsible for each team.
Agree scheduling responsibilities.
Make it clear who publishes schedules and handles changes.
- Document how availability and absences are communicated.
- Choose a process for shift changes and open coverage.
- Confirm which staff need mobile access during setup.
Define the attendance review.
A time record needs a clear owner when it contains an exception.
- Agree who reviews missing or disputed entries.
- Define the handoff to payroll or the next downstream process.
- Confirm applicable work rules with your own operations team.
Pilot one team first.
Test the everyday scenarios before expanding the rollout.
- Walk through scheduling, attendance and an absence scenario.
- Train employees and managers on their separate responsibilities.
- Keep a support contact and feedback channel visible.