{"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\/pt\/getting-started\/onboarding-checklist","title":{"rendered":"Lista de verifica\u00e7\u00e3o"},"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\">A interface do usu\u00e1rio exibida neste v\u00eddeo pode n\u00e3o corresponder \u00e0 vers\u00e3o mais recente do aplicativo.<\/figcaption><\/figure>\n\n\n\n<p>Aqui est\u00e1 uma lista de verifica\u00e7\u00e3o de integra\u00e7\u00e3o para ajudar a orientar voc\u00ea no processo de configura\u00e7\u00e3o 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\/propriet\u00e1rio<\/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\">Usu\u00e1rio comum<\/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\">Configura\u00e7\u00e3o de perfil<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Configurar <a href=\"https:\/\/clockify.me\/help\/pt\/administration\/profile-settings\">configura\u00e7\u00f5es de perfil<\/a> (formato de hora e agrupamento)<\/li>\n<\/ul>\n\n\n\n<p class=\"note translation-block\">As informa\u00e7\u00f5es pessoais (nome e e-mail) podem ser atualizadas em <strong><a href=\"https:\/\/cake.com\/help\/administration\/profile-settings\/#edit-profile-settings\">Gerenciar sua conta CAKE.com<\/a><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Integra\u00e7\u00f5es<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\" translation-block\">Conectar o <a href=\"https:\/\/clockify.me\/help\/track-time-and-expenses\/calendar-view\" target=\"_self\">calend\u00e1rio<\/a> Google ou Outlook<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Gerenciamento de projetos e tarefas<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Criar um projeto, categorize por cliente e <a href=\"https:\/\/clockify.me\/help\/pt\/projects\/working-with-tasks\">crie<\/a>\/<a href=\"https:\/\/clockify.me\/help\/pt\/track-time-and-expenses\/import-timesheets\">importe<\/a> tarefas<\/li>\n\n\n\n<li>Atribuir projetos e tarefas para funcion\u00e1rios\/grupos<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Configura\u00e7\u00e3o do espa\u00e7o de trabalho<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Ajustar <a href=\"https:\/\/clockify.me\/help\/pt\/track-time-and-expenses\/workspaces#workspace-settings\">configura\u00e7\u00f5es do espa\u00e7o de trabalho<\/a>\u00a0<\/li>\n\n\n\n<li class=\" translation-block\"><a data-type=\"URL\" data-id=\"https:\/\/clockify.me\/help\/pt\/administration\/inviting-users\" href=\"https:\/\/clockify.me\/help\/pt\/administration\/inviting-users\" target=\"_blank\" rel=\"noreferrer noopener\">Convidar <\/a> integrantes da equipe<\/li>\n\n\n\n<li class=\"translation-block\">Configurar <a href=\"https:\/\/clockify.me\/help\/pt\/administration\/user-groups\">grupos<\/a>, <a href=\"https:\/\/clockify.me\/help\/pt\/administration\/user-roles-and-permissions\/manager-role\">gerentes<\/a> e <a href=\"https:\/\/clockify.me\/help\/pt\/projects\/managing-people-on-projects\">atribua membros<\/a>\u00a0<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Rastreamento de tempo e relat\u00f3rios<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Ativar <a href=\"https:\/\/clockify.me\/help\/pt\/track-time-and-expenses\/timesheet-view\">folha de ponto<\/a>\u00a0<\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/pt\/apps\">Baixar<\/a> aplicativos de rastreamento de tempo<\/li>\n\n\n\n<li class=\"translation-block\">Verificar a atividade da equipe no <a href=\"https:\/\/clockify.me\/help\/pt\/reports\/dashboard\">Painel<\/a><\/li>\n\n\n\n<li class=\"translation-block\">Baixar e compartilhe <a href=\"https:\/\/clockify.me\/help\/pt\/reports\/viewing-your-employees-hours\">relat\u00f3rios<\/a><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Gest\u00e3o de quiosques e folgas<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Configurar e iniciar <a href=\"https:\/\/clockify.me\/help\/pt\/track-time-and-expenses\/track-time-on-kiosk\">quiosque<\/a> (Propriet\u00e1rio\/Administrador)<\/li>\n\n\n\n<li class=\"translation-block\">Configurar pol\u00edticas de <a href=\"https:\/\/clockify.me\/help\/pt\/track-time-and-expenses\/create-manage-time-off-policy\">folga<\/a> e conceder licen\u00e7as (funcionalidade PADR\u00c3O, Propriet\u00e1rio\/Administrador)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Definir taxas<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Configurar <a href=\"https:\/\/clockify.me\/help\/pt\/reports\/hourly-rates\">valores por hora<\/a> (fatur\u00e1veis e de custo)\u00a0<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Funcionalidades avan\u00e7ados<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Definir or\u00e7amento e estimativas para <a href=\"https:\/\/clockify.me\/help\/pt\/projects\/tracking-project-progress\">acompanhar o progresso<\/a> (recurso PRO)<\/li>\n\n\n\n<li class=\"translation-block\">Criar e publique <a href=\"https:\/\/clockify.me\/help\/pt\/projects\/scheduling\">agendas<\/a> (recurso PRO, Propriet\u00e1rio\/Administrador\/Gerente de projeto)<\/li>\n\n\n\n<li class=\"translation-block\">Registrar <a href=\"https:\/\/clockify.me\/help\/pt\/track-time-and-expenses\/expenses\">despesas<\/a> e crie <a href=\"https:\/\/clockify.me\/help\/pt\/projects\/invoicing\">faturas<\/a> *<\/li>\n<\/ul>\n\n\n\n<p>* tamb\u00e9m pode ser feito por integrante 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\">Configura\u00e7\u00e3o de perfil<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Configurar <a href=\"https:\/\/clockify.me\/help\/pt\/administration\/profile-settings\">configura\u00e7\u00f5es de perfil<\/a> (formato de hora e agrupamento)<\/li>\n<\/ul>\n\n\n\n<p class=\"note translation-block\">As informa\u00e7\u00f5es pessoais (nome e e-mail) podem ser atualizadas em <strong><a href=\"https:\/\/cake.com\/help\/administration\/profile-settings\/#edit-profile-settings\">Gerenciar sua conta CAKE.com<\/a><\/strong>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Gerenciamento de projetos e tarefas<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Criar um projeto, categorize por cliente e <a href=\"https:\/\/clockify.me\/help\/pt\/projects\/working-with-tasks\">crie<\/a>\/<a href=\"https:\/\/clockify.me\/help\/track-time-and-expenses\/import-timesheets\">importe<\/a> tarefas*<\/li>\n\n\n\n<li>Atribuir membros\/grupos a projetos e tarefas (Propriet\u00e1rio\/Administrador) *<\/li>\n<\/ul>\n\n\n\n<p>* pode ser feito pelo gerente de projeto<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Rastreamento de tempo e relat\u00f3rios<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/pt\/apps\">Baixar<\/a> aplicativos de rastreamento de tempo<\/li>\n\n\n\n<li class=\"translation-block\">Verificar a atividade da equipe no <a href=\"https:\/\/clockify.me\/help\/pt\/reports\/dashboard\">Painel<\/a><\/li>\n\n\n\n<li class=\"translation-block\">Baixar e compartilhe <a href=\"https:\/\/clockify.me\/help\/pt\/reports\/viewing-your-employees-hours\">relat\u00f3rios<\/a><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Definir taxas<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Configurar <a href=\"https:\/\/clockify.me\/help\/pt\/reports\/hourly-rates\">valor por hora<\/a> (fatur\u00e1veis e de custo) *<\/li>\n<\/ul>\n\n\n\n<p>* pode ser feito pelo gerente de projeto<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Funcionalidades avan\u00e7ados<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Definir or\u00e7amento e estimativas<\/li>\n\n\n\n<li class=\"translation-block\">Criar e publique <a href=\"https:\/\/clockify.me\/help\/pt\/projects\/scheduling\">agendas<\/a> *<\/li>\n<\/ul>\n\n\n\n<p>* pode ser feito pelo gerente de projeto<\/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\">Configura\u00e7\u00e3o de perfil<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Configurar <a href=\"https:\/\/clockify.me\/help\/pt\/administration\/profile-settings\">configura\u00e7\u00f5es de perfil<\/a> (formato de hora e agrupamento)<\/li>\n<\/ul>\n\n\n\n<p class=\"note translation-block\">As informa\u00e7\u00f5es pessoais (nome e e-mail) podem ser atualizadas em <strong><a href=\"https:\/\/cake.com\/help\/administration\/profile-settings\/#edit-profile-settings\">Gerenciar sua conta CAKE.com<\/a><\/strong>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Rastreamento de tempo e relat\u00f3rios<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/pt\/apps\">Baixar<\/a> aplicativos de rastreamento de tempo<\/li>\n\n\n\n<li class=\"translation-block\">Verificar a atividade da equipe no <a href=\"https:\/\/clockify.me\/help\/pt\/reports\/dashboard\">Painel<\/a><\/li>\n\n\n\n<li class=\"translation-block\">Baixar e compartilhe <a href=\"https:\/\/clockify.me\/help\/pt\/reports\/viewing-your-employees-hours\">relat\u00f3rios<\/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\">Artigos 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\/pt\/administration\/profile-settings\">Configura\u00e7\u00f5es do perfil<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/pt\/track-time-and-expenses\/workspaces\">Espa\u00e7o de trabalho no Clockify<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/pt\/projects\/tracking-project-progress\">Acompanhar o progresso e estimativas\n<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/pt\/reports\/viewing-your-employees-hours\">Ver tempo e despesas rastreadas<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/pt\/projects\/invoicing\">Criar e gerenciar faturas<\/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\/pt\/author\/aleksandar-olic"},"_links":{"self":[{"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/posts\/3468","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/comments?post=3468"}],"version-history":[{"count":126,"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/posts\/3468\/revisions"}],"predecessor-version":[{"id":30334,"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/posts\/3468\/revisions\/30334"}],"wp:attachment":[{"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/media?parent=3468"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/categories?post=3468"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/tags?post=3468"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}