{"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\/es\/getting-started\/onboarding-checklist","title":{"rendered":"Lista de control de la incorporaci\u00f3n"},"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\">La interfaz de usuario que se muestra en este v\u00eddeo puede no corresponder a la \u00faltima versi\u00f3n de la aplicaci\u00f3n.<\/figcaption><\/figure>\n\n\n\n<p>Aqu\u00ed tienes una lista de control de la incorporaci\u00f3n para guiarte en el proceso de configuraci\u00f3n inicial.&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\">Administrador\/propietario<\/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\">Gerente<\/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\">Usuario regular<\/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\">Configuraci\u00f3n del perfil<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Configura <a href=\"https:\/\/clockify.me\/help\/es\/administration\/profile-settings\">tu perfil<\/a> (formato de hora y agrupaci\u00f3n de hora)<\/li>\n<\/ul>\n\n\n\n<p class=\"note translation-block\">Personal info (name &amp; email) can be updated in <strong><a href=\"https:\/\/cake.com\/help\/administration\/profile-settings\/#edit-profile-settings\">Manage CAKE.com<\/a><\/strong> Account<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Integraciones<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\" translation-block\">Conecta el <a href=\"https:\/\/clockify.me\/help\/es\/track-time-and-expenses\/calendar-view\" target=\"_self\">calendario<\/a> Google o Outlook<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Gesti\u00f3n de proyectos y tareas<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Crea proyectos, clasif\u00edcalos por cliente y <a href=\"https:\/\/clockify.me\/help\/es\/projects\/working-with-tasks\">crea<\/a>\/<a href=\"https:\/\/clockify.me\/help\/es\/track-time-and-expenses\/import-timesheets\">importa<\/a> tareas<\/li>\n\n\n\n<li>Asigna miembros\/grupos a proyectos y tareas<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Configuraci\u00f3n del espacio de trabajo<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/es\/track-time-and-expenses\/workspaces#workspace-settings\">Configura el espacio de trabajo<\/a>\u00a0<\/li>\n\n\n\n<li class=\" translation-block\"><a data-type=\"URL\" data-id=\"https:\/\/clockify.me\/help\/es\/users\/inviting-users\" href=\"https:\/\/clockify.me\/help\/es\/administration\/inviting-users\" target=\"_blank\" rel=\"noreferrer noopener\">Invita<\/a> a los miembros del equipo<\/li>\n\n\n\n<li class=\"translation-block\">Establece <a href=\"https:\/\/clockify.me\/help\/es\/administration\/user-groups\">grupos<\/a>, <a href=\"https:\/\/clockify.me\/help\/es\/administration\/user-roles-and-permissions\/manager-role\">gerentes<\/a>, y <a href=\"https:\/\/clockify.me\/help\/es\/projects\/managing-people-on-projects\">asigna miembros<\/a>\u00a0<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Control del tiempo e informes<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Activa la <a href=\"https:\/\/clockify.me\/help\/es\/track-time-and-expenses\/timesheet-view\">planilla de horarios<\/a>\u00a0<\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/es\/aplicaciones\">Descarga<\/a> las aplicaciones de seguimiento del tiempo<\/li>\n\n\n\n<li class=\"translation-block\">Ve la actividad del equipo en el <a href=\"https:\/\/clockify.me\/help\/es\/reports\/dashboard\">Panel<\/a><\/li>\n\n\n\n<li class=\"translation-block\">Descarga y comparte <a href=\"https:\/\/clockify.me\/help\/es\/reports\/viewing-your-employees-hours\">informes<\/a><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Gesti\u00f3n de quiosco y tiempo libre<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Establece y lanza el <a href=\"https:\/\/clockify.me\/help\/es\/track-time-and-expenses\/track-time-on-kiosk\">kiosk<\/a> (propietario\/administrador)<\/li>\n\n\n\n<li class=\"translation-block\">Establece pol\u00edticas de <a href=\"https:\/\/clockify.me\/help\/es\/track-time-and-expenses\/create-manage-time-off-policy\">tiempo libre<\/a> y otorga bajas (funci\u00f3n de STANDARD, propietario\/administrador)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Definir tarifas<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Establece <a href=\"https:\/\/clockify.me\/help\/es\/reports\/hourly-rates\">tarifas horarias<\/a> (facturables y de coste)\u00a0<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Funciones avanzadas<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Establece el presupuesto y las estimaciones para <a href=\"https:\/\/clockify.me\/help\/es\/projects\/tracking-project-progress\">seguir el progreso<\/a> (funci\u00f3n de PRO)<\/li>\n\n\n\n<li class=\"translation-block\">Crea y publica <a href=\"https:\/\/clockify.me\/help\/es\/projects\/scheduling\">horarios<\/a> (funci\u00f3n de PRO, propietario\/administrador\/gerente de proyecto)<\/li>\n\n\n\n<li class=\"translation-block\">Registra <a href=\"https:\/\/clockify.me\/help\/es\/track-time-and-expenses\/expenses\">gastos<\/a> y crea <a href=\"https:\/\/clockify.me\/help\/es\/projects\/invoicing\">facturas<\/a> *<\/li>\n<\/ul>\n\n\n\n<p>* tambi\u00e9n se puede hacer por miembro espec\u00edfico<\/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\">Configuraci\u00f3n del perfil<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Configura <a href=\"https:\/\/clockify.me\/help\/es\/administration\/profile-settings\">tu perfil<\/a> (formato de hora y agrupaci\u00f3n de hora)<\/li>\n<\/ul>\n\n\n\n<p class=\"note translation-block\">Personal info (name &amp; email) can be updated in <strong><a href=\"https:\/\/cake.com\/help\/administration\/profile-settings\/#edit-profile-settings\">Manage CAKE.com<\/a><\/strong> Account.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Gesti\u00f3n de proyectos y tareas<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Crea proyectos, clasif\u00edcalos por cliente y <a href=\"https:\/\/clockify.me\/help\/es\/projects\/working-with-tasks\">crea<\/a>\/<a href=\"https:\/\/clockify.me\/help\/es\/track-time-and-expenses\/import-timesheets\">importa<\/a> tareas *<\/li>\n\n\n\n<li>Asigna miembros\/grupos a proyectos y tareas (propietario\/administrador) *<\/li>\n<\/ul>\n\n\n\n<p>* puede hacerse por el Gerente de proyecto<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Control del tiempo e informes<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/es\/aplicaciones\">Descarga<\/a> las aplicaciones de seguimiento del tiempo<\/li>\n\n\n\n<li class=\"translation-block\">Ve la actividad del equipo en el <a href=\"https:\/\/clockify.me\/help\/es\/reports\/dashboard\">Panel<\/a><\/li>\n\n\n\n<li class=\"translation-block\">Descarga y comparte <a href=\"https:\/\/clockify.me\/help\/es\/reports\/viewing-your-employees-hours\">informes<\/a><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Definir tarifas<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Establece <a href=\"https:\/\/clockify.me\/help\/es\/reports\/hourly-rates\">tarifas horarias<\/a> (facturables y de coste) *<\/li>\n<\/ul>\n\n\n\n<p>* puede hacerse por el Gerente de proyecto<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Funciones avanzadas<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Establece el presupuesto y las estimaciones<\/li>\n\n\n\n<li class=\"translation-block\">Crea y publica <a href=\"https:\/\/clockify.me\/help\/es\/projects\/scheduling\" target=\"_self\">horarios<\/a> *<\/li>\n<\/ul>\n\n\n\n<p>* puede hacerse por el Gerente de proyecto<\/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\">Configuraci\u00f3n del perfil<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Configura <a href=\"https:\/\/clockify.me\/help\/es\/administration\/profile-settings\">tu perfil<\/a> (formato de hora y agrupaci\u00f3n de hora)<\/li>\n<\/ul>\n\n\n\n<p class=\"note translation-block\">Personal info (name &amp; email) can be updated in <strong><a href=\"https:\/\/cake.com\/help\/administration\/profile-settings\/#edit-profile-settings\">Manage CAKE.com<\/a><\/strong> Account.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Control del tiempo e informes<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/es\/aplicaciones\">Descarga<\/a> las aplicaciones de seguimiento del tiempo<\/li>\n\n\n\n<li class=\"translation-block\">Ve la actividad del equipo en el <a href=\"https:\/\/clockify.me\/help\/es\/reports\/dashboard\">Panel<\/a><\/li>\n\n\n\n<li class=\"translation-block\">Descarga y comparte <a href=\"https:\/\/clockify.me\/help\/es\/reports\/viewing-your-employees-hours\">informes<\/a><\/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\">Art\u00edculos relacionados<\/h3>\n\n\n\n<ul class=\"wp-block-list related-articles-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/es\/administration\/profile-settings\">Configuraci\u00f3n del perfil<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/es\/track-time-and-expenses\/workspaces\">Espacio de trabajo en Clockify<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/es\/projects\/tracking-project-progress\">Control del progreso y estimaciones<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/es\/reports\/viewing-your-employees-hours\">Ver el tiempo y los gastos registrados<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/es\/projects\/invoicing\">Crear y gestionar facturas<\/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\/es\/author\/aleksandar-olic"},"_links":{"self":[{"href":"https:\/\/clockify.me\/help\/es\/wp-json\/wp\/v2\/posts\/3468","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/clockify.me\/help\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/clockify.me\/help\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/clockify.me\/help\/es\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/clockify.me\/help\/es\/wp-json\/wp\/v2\/comments?post=3468"}],"version-history":[{"count":126,"href":"https:\/\/clockify.me\/help\/es\/wp-json\/wp\/v2\/posts\/3468\/revisions"}],"predecessor-version":[{"id":30334,"href":"https:\/\/clockify.me\/help\/es\/wp-json\/wp\/v2\/posts\/3468\/revisions\/30334"}],"wp:attachment":[{"href":"https:\/\/clockify.me\/help\/es\/wp-json\/wp\/v2\/media?parent=3468"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/clockify.me\/help\/es\/wp-json\/wp\/v2\/categories?post=3468"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/clockify.me\/help\/es\/wp-json\/wp\/v2\/tags?post=3468"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}