Essential ExakTime Connect Resources for Getting Started

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.

General Knowledge

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.

Employees

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.
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.

Locations

How to Add a Location (Jobsite) in ExakTime Connect
Add additional locations to ExakTime for detailed job tracking. 

Cost Codes

How to Add a Cost Code (Activity Item) in ExakTime Connect
Add additional cost codes to ExakTime for detailed job tracking. 

ExakTime Mobile

Setting Up and Clocking In/Out On ExakTime Mobile for Employees
A quick start guide and print out 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.

Company Settings

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.

Security Roles

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.

Policies

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 Cards

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, & Bdlk 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 recrods.
How to Remove an Auto-Lunch
Steps on removing an auto-lunch.

Reports

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.

Additional Resources

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.

After you have a good grasp on the essentials, our Getting Started articles go into more detail over other useful aspects of your ExakTime Connect system.

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