{"id":3468,"date":"2019-11-18T12:28:42","date_gmt":"2019-11-18T12:28:42","guid":{"rendered":"https:\/\/clockify.me\/help\/?p=3468"},"modified":"2026-04-30T14:30:00","modified_gmt":"2026-04-30T14:30:00","slug":"onboarding-checklist","status":"publish","type":"post","link":"https:\/\/clockify.me\/help\/getting-started\/onboarding-checklist","title":{"rendered":"Onboarding checklist"},"content":{"rendered":"\n<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\">User interface displayed in this video may not correspond to the latest version of the app.<\/figcaption><\/figure>\n\n\n\n<p>Here is an onboarding checklist to help guide you through the initial setup process.&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-22ef77a3-238e-43a2-922a-adb85fddd5f4\" 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-22ef77a3-238e-43a2-922a-adb85fddd5f4-tab-0\" aria-controls=\"ub-tabbed-content-22ef77a3-238e-43a2-922a-adb85fddd5f4-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\/owner<\/div>\n\t\t\t<\/div><div role=\"tab\" id=\"ub-tabbed-content-22ef77a3-238e-43a2-922a-adb85fddd5f4-tab-1\" aria-controls=\"ub-tabbed-content-22ef77a3-238e-43a2-922a-adb85fddd5f4-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-22ef77a3-238e-43a2-922a-adb85fddd5f4-tab-2\" aria-controls=\"ub-tabbed-content-22ef77a3-238e-43a2-922a-adb85fddd5f4-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\">Regular user<\/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-22ef77a3-238e-43a2-922a-adb85fddd5f4-panel-0\" aria-labelledby=\"ub-tabbed-content-22ef77a3-238e-43a2-922a-adb85fddd5f4-tab-0\" tabindex=\"0\">\n\n<h3 class=\"wp-block-heading\">Profile configuration<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Configure <a href=\"https:\/\/clockify.me\/help\/administration\/profile-settings\">profile settings<\/a> (time format and grouping)<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-custom-highlight-box custom-box color-blue\"><div class=\"box-header\"><svg width=\"20\" height=\"20\" viewbox=\"0 0 24 24\" fill=\"none\"><mask id=\"mask0_1_85240\" style=\"mask-type:alpha\" maskunits=\"userSpaceOnUse\" x=\"0\" y=\"0\" width=\"24\" height=\"24\"><rect width=\"24\" height=\"24\" fill=\"#D9D9D9\"><\/rect><\/mask><g mask=\"url(#mask0_1_85240)\"><path d=\"M8.275 7.72461L5.275 4.72461L6.7 3.29961L9.7 6.29961L8.275 7.72461ZM12 5.34961V1.09961H14V5.34961H12ZM19.275 18.7246L16.275 15.7246L17.7 14.2996L20.7 17.2996L19.275 18.7246ZM17.7 7.72461L16.275 6.29961L19.275 3.29961L20.7 4.72461L17.7 7.72461ZM18.65 11.9996V9.99961H22.9V11.9996H18.65ZM5.125 21.6996L2.3 18.8746C2.1 18.6746 2 18.4413 2 18.1746C2 17.9079 2.1 17.6746 2.3 17.4746L11.375 8.37461C11.9583 7.79128 12.6667 7.49961 13.5 7.49961C14.3333 7.49961 15.0417 7.79128 15.625 8.37461C16.2083 8.95794 16.5 9.66628 16.5 10.4996C16.5 11.3329 16.2083 12.0413 15.625 12.6246L6.525 21.6996C6.325 21.8996 6.09167 21.9996 5.825 21.9996C5.55833 21.9996 5.325 21.8996 5.125 21.6996ZM5.825 19.5996L12.1 13.3246L10.675 11.9246L4.425 18.1746L5.825 19.5996Z\" fill=\"#03A9F4\"><\/path><\/g><\/svg><span class=\"box-label\">Tip<\/span><\/div><div class=\"box-content\">\n<p class=\"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<\/div><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Integrations<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Connect <a href=\"https:\/\/clockify.me\/help\/track-time-and-expenses\/calendar-view#connect-to-google-calendar-or-outlook\">Google or Outlook calendar<\/a><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Project &amp; task management<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Create project, categorize by client, and <a href=\"https:\/\/clockify.me\/help\/projects\/working-with-tasks\">create<\/a>\/<a href=\"https:\/\/clockify.me\/help\/track-time-and-expenses\/import-timesheets\">import<\/a> tasks<\/li>\n\n\n\n<li>Assign members\/groups to projects and tasks<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Workspace setup<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Configure <a href=\"https:\/\/clockify.me\/help\/track-time-and-expenses\/workspaces#workspace-settings\">workspace settings<\/a>\u00a0<\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/administration\/inviting-users\">Invite<\/a> team members\u00a0<\/li>\n\n\n\n<li class=\"translation-block\">Set up <a href=\"https:\/\/clockify.me\/help\/administration\/user-groups\">groups<\/a>, <a href=\"https:\/\/clockify.me\/help\/administration\/user-roles-and-permissions\/manager-role\">managers<\/a>, and <a href=\"https:\/\/clockify.me\/help\/projects\/managing-people-on-projects\">assign members<\/a>\u00a0<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Time tracking &amp; reporting<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Activate <a href=\"https:\/\/clockify.me\/help\/track-time-and-expenses\/timesheet-view\">timesheet<\/a>\u00a0<\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/apps\">Download<\/a> time tracking apps<\/li>\n\n\n\n<li class=\"translation-block\">Check team activity in <a href=\"https:\/\/clockify.me\/help\/reports\/dashboard\">Dashboard<\/a><\/li>\n\n\n\n<li class=\"translation-block\">Download and share <a href=\"https:\/\/clockify.me\/help\/reports\/viewing-your-employees-hours\">reports<\/a><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Kiosk &amp; time off management<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Set up and launch <a href=\"https:\/\/clockify.me\/help\/track-time-and-expenses\/track-time-on-kiosk\">kiosk<\/a> (Owner\/Admin)<\/li>\n\n\n\n<li class=\"translation-block\">Set up <a href=\"https:\/\/clockify.me\/help\/track-time-and-expenses\/create-manage-time-off-policy\">time off<\/a> policies and grant leave (STANDARD feature, Owner\/Admin)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Define rates<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Set up <a href=\"https:\/\/clockify.me\/help\/reports\/hourly-rates\">hourly rates<\/a> (billable and cost)\u00a0<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Advanced features<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Set budget and estimates to <a href=\"https:\/\/clockify.me\/help\/projects\/tracking-project-progress\">track progress<\/a> (PRO feature)<\/li>\n\n\n\n<li class=\"translation-block\">Create and publish <a href=\"https:\/\/clockify.me\/help\/projects\/scheduling\">schedules<\/a> (PRO feature, Owner\/Admin\/Project manager)<\/li>\n\n\n\n<li class=\"translation-block\">Record <a href=\"https:\/\/clockify.me\/help\/track-time-and-expenses\/expenses\">expenses<\/a> and create <a href=\"https:\/\/clockify.me\/help\/projects\/invoicing\">invoices<\/a> *<\/li>\n<\/ul>\n\n\n\n<p>* can also be done by specific member<\/p>\n\n<\/div><div role=\"tabpanel\" class=\"wp-block-ub-tabbed-content-tab-content-wrap active\" id=\"ub-tabbed-content-22ef77a3-238e-43a2-922a-adb85fddd5f4-panel-1\" aria-labelledby=\"ub-tabbed-content-22ef77a3-238e-43a2-922a-adb85fddd5f4-tab-1\" tabindex=\"0\">\n\n<h3 class=\"wp-block-heading\">Profile configuration<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Configure <a href=\"https:\/\/clockify.me\/help\/administration\/profile-settings\">profile settings<\/a> (time format and grouping)<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-custom-highlight-box custom-box color-blue\"><div class=\"box-header\"><svg width=\"20\" height=\"20\" viewbox=\"0 0 24 24\" fill=\"none\"><mask id=\"mask0_1_85240\" style=\"mask-type:alpha\" maskunits=\"userSpaceOnUse\" x=\"0\" y=\"0\" width=\"24\" height=\"24\"><rect width=\"24\" height=\"24\" fill=\"#D9D9D9\"><\/rect><\/mask><g mask=\"url(#mask0_1_85240)\"><path d=\"M8.275 7.72461L5.275 4.72461L6.7 3.29961L9.7 6.29961L8.275 7.72461ZM12 5.34961V1.09961H14V5.34961H12ZM19.275 18.7246L16.275 15.7246L17.7 14.2996L20.7 17.2996L19.275 18.7246ZM17.7 7.72461L16.275 6.29961L19.275 3.29961L20.7 4.72461L17.7 7.72461ZM18.65 11.9996V9.99961H22.9V11.9996H18.65ZM5.125 21.6996L2.3 18.8746C2.1 18.6746 2 18.4413 2 18.1746C2 17.9079 2.1 17.6746 2.3 17.4746L11.375 8.37461C11.9583 7.79128 12.6667 7.49961 13.5 7.49961C14.3333 7.49961 15.0417 7.79128 15.625 8.37461C16.2083 8.95794 16.5 9.66628 16.5 10.4996C16.5 11.3329 16.2083 12.0413 15.625 12.6246L6.525 21.6996C6.325 21.8996 6.09167 21.9996 5.825 21.9996C5.55833 21.9996 5.325 21.8996 5.125 21.6996ZM5.825 19.5996L12.1 13.3246L10.675 11.9246L4.425 18.1746L5.825 19.5996Z\" fill=\"#03A9F4\"><\/path><\/g><\/svg><span class=\"box-label\">Tip<\/span><\/div><div class=\"box-content\">\n<p class=\"translation-block\">Personal info (name &amp; email) can be updated in <strong><a href=\"https:\/\/cake.com\/help\/introduction-to-cake-com\/my-account\/\">Manage CAK<\/a><a href=\"https:\/\/cake.com\/help\/administration\/profile-settings\/#edit-profile-settings\">E.com<\/a><\/strong> Account.<\/p>\n<\/div><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Project &amp; task management<\/h3>\n\n\n\n<div class=\"wp-block-custom-highlight-box custom-box color-green\"><div class=\"box-header\"><svg width=\"20\" height=\"20\" viewbox=\"0 0 24 24\" fill=\"none\"><mask id=\"mask-green\" style=\"mask-type:alpha\" maskunits=\"userSpaceOnUse\" x=\"0\" y=\"0\" width=\"24\" height=\"24\"><rect width=\"24\" height=\"24\" fill=\"#D9D9D9\"><\/rect><\/mask><g mask=\"url(#mask-green)\"><path d=\"M5 21.0001C4.45 21.0001 3.97917 20.8043 3.5875 20.4126C3.19583 20.0209 3 19.5501 3 19.0001V5.0001C3 4.4501 3.19583 3.97926 3.5875 3.5876C3.97917 3.19593 4.45 3.0001 5 3.0001H13.925L11.925 5.0001H5V19.0001H19V12.0501L21 10.0501V19.0001C21 19.5501 20.8042 20.0209 20.4125 20.4126C20.0208 20.8043 19.55 21.0001 19 21.0001H5ZM9 15.0001V10.7501L18.175 1.5751C18.375 1.3751 18.6 1.2251 18.85 1.1251C19.1 1.0251 19.35 0.975098 19.6 0.975098C19.8667 0.975098 20.1208 1.0251 20.3625 1.1251C20.6042 1.2251 20.825 1.3751 21.025 1.5751L22.425 3.0001C22.6083 3.2001 22.75 3.42093 22.85 3.6626C22.95 3.90426 23 4.1501 23 4.4001C23 4.6501 22.9542 4.89593 22.8625 5.1376C22.7708 5.37926 22.625 5.6001 22.425 5.8001L13.25 15.0001H9ZM11 13.0001H12.4L18.2 7.2001L17.5 6.5001L16.775 5.8001L11 11.5751V13.0001Z\" fill=\"#4CAF50\"><\/path><\/g><\/svg><span class=\"box-label\">Note<\/span><\/div><div class=\"box-content\">\n<p class=\"translation-block\">The Project Manager role is a paid feature available on <a href=\"https:\/\/clockify.me\/pricing\">any paid plan<\/a>.<\/p>\n<\/div><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Create project, categorize by client, and <a href=\"https:\/\/clockify.me\/help\/projects\/working-with-tasks\">create<\/a>\/<a href=\"https:\/\/clockify.me\/help\/track-time-and-expenses\/import-timesheets\">import<\/a> tasks *<\/li>\n\n\n\n<li>Assign members\/groups to projects and tasks (Owner\/Admin) *<\/li>\n<\/ul>\n\n\n\n<p>* can be done by Project manager<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Time tracking &amp; reporting<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/apps\">Download<\/a> time tracking apps<\/li>\n\n\n\n<li class=\"translation-block\">Check team activity in <a href=\"https:\/\/clockify.me\/help\/reports\/dashboard\">Dashboard<\/a><\/li>\n\n\n\n<li class=\"translation-block\">Download and share <a href=\"https:\/\/clockify.me\/help\/reports\/viewing-your-employees-hours\">reports<\/a><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Define rates<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Set up <a href=\"https:\/\/clockify.me\/help\/reports\/hourly-rates\">hourly rates<\/a> (billable and cost) *<\/li>\n<\/ul>\n\n\n\n<p>* can be done by Project manager<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Advanced features<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Set budget and estimates<\/li>\n\n\n\n<li class=\"translation-block\">Create and publish <a href=\"https:\/\/clockify.me\/help\/projects\/scheduling\">schedules<\/a> *<\/li>\n<\/ul>\n\n\n\n<p>* can be done by Project manager<\/p>\n\n<\/div><div role=\"tabpanel\" class=\"wp-block-ub-tabbed-content-tab-content-wrap ub-hide\" id=\"ub-tabbed-content-22ef77a3-238e-43a2-922a-adb85fddd5f4-panel-2\" aria-labelledby=\"ub-tabbed-content-22ef77a3-238e-43a2-922a-adb85fddd5f4-tab-2\" tabindex=\"0\">\n\n<h3 class=\"wp-block-heading\">Profile configuration<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Configure <a href=\"https:\/\/clockify.me\/help\/administration\/profile-settings\">profile settings<\/a> (time format and grouping)<\/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\">Time tracking &amp; reporting<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/apps\">Download<\/a> time tracking apps<\/li>\n\n\n\n<li class=\"translation-block\">Check team activity in <a href=\"https:\/\/clockify.me\/help\/reports\/dashboard\">Dashboard<\/a><\/li>\n\n\n\n<li class=\"translation-block\">Download and share <a href=\"https:\/\/clockify.me\/help\/reports\/viewing-your-employees-hours\">reports<\/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\">Related articles<\/h3>\n\n\n\n<ul class=\"wp-block-list related-articles-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/administration\/profile-settings\">Profile settings<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/track-time-and-expenses\/workspaces\">Workspace in Clockify<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/projects\/tracking-project-progress\">Track progress &amp; estimates<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/reports\/viewing-your-employees-hours\">View tracked time &amp; expenses<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/projects\/invoicing\">Create &amp; manage invoices<\/a><\/li>\n<\/ul>\n<\/div><\/div>\n","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\/author\/aleksandar-olic"},"_links":{"self":[{"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts\/3468","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/comments?post=3468"}],"version-history":[{"count":135,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts\/3468\/revisions"}],"predecessor-version":[{"id":31376,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts\/3468\/revisions\/31376"}],"wp:attachment":[{"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/media?parent=3468"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/categories?post=3468"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/tags?post=3468"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}