{"id":3468,"date":"2019-11-18T12:28:42","date_gmt":"2019-11-18T12:28:42","guid":{"rendered":"https:\/\/clockify.me\/help\/?p=3468"},"modified":"2026-03-18T08:04:12","modified_gmt":"2026-03-18T08:04:12","slug":"onboarding-checklist","status":"publish","type":"post","link":"https:\/\/clockify.me\/help\/de\/getting-started\/onboarding-checklist","title":{"rendered":"Checkliste f\u00fcr das Onboarding"},"content":{"rendered":"<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"ratio ratio-16x9\"><iframe loading=\"lazy\" title=\"Getting Started with Clockify (2025) | Guide\" width=\"800\" height=\"450\" src=\"https:\/\/www.youtube.com\/embed\/CRGyQIj0spI?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div>\n<\/div><figcaption class=\"wp-element-caption\">Die in diesem Video angezeigte Benutzeroberfl\u00e4che entspricht m\u00f6glicherweise nicht der aktuellen Version der App.<\/figcaption><\/figure>\n\n\n\n<p>Hier ist eine Onboarding-Checkliste, die dich durch den anf\u00e4nglichen Einrichtungsprozess f\u00fchrt:&nbsp;<\/p>\n\n\n<div class=\"wp-block-ub-tabbed-content wp-block-ub-tabbed-content-holder wp-block-ub-tabbed-content-horizontal-holder-mobile wp-block-ub-tabbed-content-horizontal-holder-tablet\" id=\"ub-tabbed-content-c50eeb28-2974-483f-a3af-336749c7fed7\" style=\"\">\n\t\t\t<div class=\"wp-block-ub-tabbed-content-tab-holder horizontal-tab-width-mobile horizontal-tab-width-tablet\">\n\t\t\t\t<div role=\"tablist\" class=\"wp-block-ub-tabbed-content-tabs-title wp-block-ub-tabbed-content-tabs-title-mobile-horizontal-tab wp-block-ub-tabbed-content-tabs-title-tablet-horizontal-tab\" style=\"justify-content: flex-start; \"><div role=\"tab\" id=\"ub-tabbed-content-c50eeb28-2974-483f-a3af-336749c7fed7-tab-0\" aria-controls=\"ub-tabbed-content-c50eeb28-2974-483f-a3af-336749c7fed7-panel-0\" aria-selected=\"false\" class=\"wp-block-ub-tabbed-content-tab-title-wrap\" style=\"--ub-tabbed-active-title-color: inherit; --ub-tabbed-active-title-background-color: #eeeeee; text-align: left; \" tabindex=\"-1\">\n\t\t\t\t<div class=\"wp-block-ub-tabbed-content-tab-title\">Admin\/Besitzer<\/div>\n\t\t\t<\/div><div role=\"tab\" id=\"ub-tabbed-content-c50eeb28-2974-483f-a3af-336749c7fed7-tab-1\" aria-controls=\"ub-tabbed-content-c50eeb28-2974-483f-a3af-336749c7fed7-panel-1\" aria-selected=\"true\" class=\"wp-block-ub-tabbed-content-tab-title-wrap active\" style=\"--ub-tabbed-title-background-color: #eeeeee; --ub-tabbed-active-title-color: inherit; --ub-tabbed-active-title-background-color: #eeeeee; text-align: left; \" tabindex=\"-1\">\n\t\t\t\t<div class=\"wp-block-ub-tabbed-content-tab-title\">Manager<\/div>\n\t\t\t<\/div><div role=\"tab\" id=\"ub-tabbed-content-c50eeb28-2974-483f-a3af-336749c7fed7-tab-2\" aria-controls=\"ub-tabbed-content-c50eeb28-2974-483f-a3af-336749c7fed7-panel-2\" aria-selected=\"false\" class=\"wp-block-ub-tabbed-content-tab-title-wrap\" style=\"--ub-tabbed-active-title-color: inherit; --ub-tabbed-active-title-background-color: #eeeeee; text-align: left; \" tabindex=\"-1\">\n\t\t\t\t<div class=\"wp-block-ub-tabbed-content-tab-title\">Regul\u00e4re Benutzer<\/div>\n\t\t\t<\/div><\/div>\n\t\t\t<\/div>\n\t\t\t<div class=\"wp-block-ub-tabbed-content-tabs-content\" style=\"\"><div role=\"tabpanel\" class=\"wp-block-ub-tabbed-content-tab-content-wrap ub-hide\" id=\"ub-tabbed-content-c50eeb28-2974-483f-a3af-336749c7fed7-panel-0\" aria-labelledby=\"ub-tabbed-content-c50eeb28-2974-483f-a3af-336749c7fed7-tab-0\" tabindex=\"0\">\n\n<h3 class=\"wp-block-heading\">Profilkonfiguration<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/de\/administration\/profile-settings\">Profileinstellungen<\/a> (Zeitformat und Gruppierung) konfigurieren<\/li>\n<\/ul>\n\n\n\n<p class=\"note translation-block\">Pers\u00f6nliche Daten (Name und E-Mail) k\u00f6nnen in <strong><a href=\"https:\/\/cake.com\/help\/administration\/profile-settings\/#edit-profile-settings\">CAKE.com-Konto verwalten<\/a><\/strong> aktualisiert werden.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Integrationen<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\" translation-block\">Google oder Outlook mit deinem <a href=\"https:\/\/clockify.me\/help\/de\/track-time-and-expenses\/calendar-view\" target=\"_self\">Kalender<\/a> verbinden<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Projekt- und Aufgabenverwaltung<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Projekt erstellen, nach Kunden kategorisieren und Aufgaben <a href=\"https:\/\/clockify.me\/help\/de\/projects\/working-with-tasks\">erstellen<\/a>\/<a href=\"https:\/\/clockify.me\/help\/de\/track-time-and-expenses\/import-timesheets\">importieren<\/a><\/li>\n\n\n\n<li>Projekten und Aufgaben Mitglieder\/Gruppen zuweisen<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Arbeitsbereichseinrichtung<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/de\/track-time-and-expenses\/workspaces#workspace-settings\">Arbeitsbereicheinstellungen<\/a> konfigurieren\u00a0<\/li>\n\n\n\n<li class=\" translation-block\">Teammitglieder <a data-type=\"URL\" data-id=\"https:\/\/clockify.me\/help\/de\/users\/inviting-users\" href=\"https:\/\/clockify.me\/help\/de\/administration\/inviting-users\" target=\"_blank\" rel=\"noreferrer noopener\">einladen<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/de\/administration\/user-groups\">Gruppen<\/a> und <a href=\"https:\/\/clockify.me\/help\/de\/administration\/user-roles-and-permissions\/manager-role\">Manager<\/a> einrichten und <a href=\"https:\/\/clockify.me\/help\/de\/projects\/managing-people-on-projects\">Mitglieder zuweisen<\/a>\u00a0<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Zeiterfassung und Berichte<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/de\/track-time-and-expenses\/timesheet-view\">Arbeitszeittabelle<\/a> aktivieren\u00a0<\/li>\n\n\n\n<li class=\"translation-block\">Zeiterfassungs-App <a href=\"https:\/\/clockify.me\/apps\">herunterladen<\/a><\/li>\n\n\n\n<li class=\"translation-block\">Teamaktivit\u00e4t im <a href=\"https:\/\/clockify.me\/help\/de\/reports\/dashboard\">Dashboard<\/a> pr\u00fcfen<\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/reports\/viewing-your-employees-hours\">Berichte<\/a> herunterladen und teilen<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Kiosk- und Abwesenheitsmanagement<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/de\/track-time-and-expenses\/track-time-on-kiosk\">Kiosk<\/a> einrichten und starten (Besitzer\/Admin)<\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/de\/track-time-and-expenses\/create-manage-time-off-policy\">Abwesenheitsrichtlinie<\/a> einrichten und Abwesenheit gew\u00e4hren (STANDARD-Funktion, Besitzer\/Admin)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">S\u00e4tze definieren<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/de\/reports\/hourly-rates\">Stundens\u00e4tze<\/a> (abrechenbar und Kosten) einrichten\u00a0<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Erweiterte Funktionen<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Budget und Sch\u00e4tzungen festlegen, um den <a href=\"https:\/\/clockify.me\/help\/de\/projects\/tracking-project-progress\">Fortschritt zu verfolgen<\/a> (PRO-Funktion)<\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/de\/projects\/scheduling\">Zeitpl\u00e4ne<\/a> erstellen und ver\u00f6ffentlichen (PRO-Funktion, Besitzer\/Admin\/Projektmanager)<\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/de\/track-time-and-expenses\/expenses\">Ausgaben<\/a> und <a href=\"https:\/\/clockify.me\/help\/de\/projects\/invoicing\">Rechnungen<\/a> erstellen*<\/li>\n<\/ul>\n\n\n\n<p>*es kann auch von bestimmten Mitgliedern durchgef\u00fchrt werden<\/p>\n\n<\/div><div role=\"tabpanel\" class=\"wp-block-ub-tabbed-content-tab-content-wrap active\" id=\"ub-tabbed-content-c50eeb28-2974-483f-a3af-336749c7fed7-panel-1\" aria-labelledby=\"ub-tabbed-content-c50eeb28-2974-483f-a3af-336749c7fed7-tab-1\" tabindex=\"0\">\n\n<h3 class=\"wp-block-heading\">Profilkonfiguration<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/de\/administration\/profile-settings\">Profileinstellungen<\/a> (Zeitformat und Gruppierung) konfigurieren<\/li>\n<\/ul>\n\n\n\n<p class=\"note translation-block\">Pers\u00f6nliche Daten k\u00f6nnen in <strong><a href=\"https:\/\/cake.com\/help\/administration\/profile-settings\/#edit-profile-settings\">CAKE.com-Konto verwalten<\/a><\/strong> aktualisiert werden.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Projekt- und Aufgabenverwaltung<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Projekt erstellen, nach Kunden kategorisieren und Aufgaben <a href=\"https:\/\/clockify.me\/help\/de\/projects\/working-with-tasks\">erstellen<\/a>\/<a href=\"https:\/\/clockify.me\/help\/track-time-and-expenses\/import-timesheets\">importieren<\/a><\/li>\n\n\n\n<li>Projekten und Aufgaben Mitglieder\/Gruppen zuweisen (Besitzer\/Admin)*<\/li>\n<\/ul>\n\n\n\n<p>*es kann von Projektmanagern durchgef\u00fchrt werden<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Zeiterfassung und Berichte<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Zeiterfassungs-App <a href=\"https:\/\/clockify.me\/apps\">herunterladen<\/a><\/li>\n\n\n\n<li class=\"translation-block\">Teamaktivit\u00e4t im <a href=\"https:\/\/clockify.me\/help\/de\/reports\/dashboard\">Dashboard<\/a> pr\u00fcfen<\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/reports\/viewing-your-employees-hours\">Berichte<\/a> herunterladen und teilen<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">S\u00e4tze definieren<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/de\/reports\/hourly-rates\">Stundens\u00e4tze<\/a> (abrechenbar und Kosten) einrichten*<\/li>\n<\/ul>\n\n\n\n<p>*es kann von Projektmanagern durchgef\u00fchrt werden<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Erweiterte Funktionen<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Budget und Sch\u00e4tzwerte festlegen<\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/de\/projects\/scheduling\">Zeitpl\u00e4ne<\/a> erstellen und ver\u00f6ffentlichen<\/li>\n<\/ul>\n\n\n\n<p>*es kann von Projektmanagern durchgef\u00fchrt werden<\/p>\n\n<\/div><div role=\"tabpanel\" class=\"wp-block-ub-tabbed-content-tab-content-wrap ub-hide\" id=\"ub-tabbed-content-c50eeb28-2974-483f-a3af-336749c7fed7-panel-2\" aria-labelledby=\"ub-tabbed-content-c50eeb28-2974-483f-a3af-336749c7fed7-tab-2\" tabindex=\"0\">\n\n<h3 class=\"wp-block-heading\">Profilkonfiguration<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/de\/administration\/profile-settings\">Profileinstellungen<\/a> (Zeitformat und Gruppierung) konfigurieren<\/li>\n<\/ul>\n\n\n\n<p class=\"note translation-block\">Pers\u00f6nliche Daten k\u00f6nnen in <strong><a href=\"https:\/\/cake.com\/help\/administration\/profile-settings\/#edit-profile-settings\">CAKE.com-Konto verwalten<\/a><\/strong> aktualisiert werden.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Zeiterfassung und Berichte<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Zeiterfassungs-App <a href=\"https:\/\/clockify.me\/apps\">herunterladen<\/a><\/li>\n\n\n\n<li class=\"translation-block\">Teamaktivit\u00e4t im <a href=\"https:\/\/clockify.me\/help\/de\/reports\/dashboard\">Dashboard<\/a> pr\u00fcfen<\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/reports\/viewing-your-employees-hours\">Berichte<\/a> herunterladen und teilen<\/li>\n<\/ul>\n\n<\/div><\/div>\n\t\t<\/div>\n\n\n<div class=\"wp-block-group related-articles\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<h3 class=\"wp-block-heading\">Empfohlene Artikel<\/h3>\n\n\n\n<ul class=\"wp-block-list related-articles-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/de\/administration\/profile-settings\">Profileinstellungen<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/de\/track-time-and-expenses\/workspaces\">Clockify-Arbeitsbereich<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/de\/projects\/tracking-project-progress\">Fortschritt und Zeitvoranschl\u00e4ge verfolgen<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/de\/reports\/viewing-your-employees-hours\">Erfasste Zeit und Ausgaben anzeigen<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/de\/projects\/invoicing\">Rechnungen erstellen und verwalten<\/a><\/li>\n<\/ul>\n<\/div><\/div>","protected":false},"excerpt":{"rendered":"Here is an onboarding checklist to help guide you through the initial setup proc&#8230;","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_helpful_status":1,"_searchwp_excluded":"","footnotes":""},"categories":[81],"tags":[],"class_list":["post-3468","post","type-post","status-publish","format-standard","hentry","category-onboarding-essentials"],"acf":[],"featured_image_src":null,"author_info":{"display_name":"aleksandar.olic","author_link":"https:\/\/clockify.me\/help\/de\/author\/aleksandar-olic"},"_links":{"self":[{"href":"https:\/\/clockify.me\/help\/de\/wp-json\/wp\/v2\/posts\/3468","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/clockify.me\/help\/de\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/clockify.me\/help\/de\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/clockify.me\/help\/de\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/clockify.me\/help\/de\/wp-json\/wp\/v2\/comments?post=3468"}],"version-history":[{"count":126,"href":"https:\/\/clockify.me\/help\/de\/wp-json\/wp\/v2\/posts\/3468\/revisions"}],"predecessor-version":[{"id":30334,"href":"https:\/\/clockify.me\/help\/de\/wp-json\/wp\/v2\/posts\/3468\/revisions\/30334"}],"wp:attachment":[{"href":"https:\/\/clockify.me\/help\/de\/wp-json\/wp\/v2\/media?parent=3468"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/clockify.me\/help\/de\/wp-json\/wp\/v2\/categories?post=3468"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/clockify.me\/help\/de\/wp-json\/wp\/v2\/tags?post=3468"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}