{"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\/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-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\/owner<\/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\">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-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\">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\">Integrations<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>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><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-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\">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\">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 (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-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\">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":126,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts\/3468\/revisions"}],"predecessor-version":[{"id":30334,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts\/3468\/revisions\/30334"}],"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}]}}