Getting started with Clockify? We got you covered. This Clockify new user guide explains how Clockify account creation works and how to get started setting everything up.
Clockify sign up
To register a new free account and get started with Clockify:
- Ve a https://clockify.me/es/
- Haz clic en "Regístrate gratis" en la pantalla de inicio de Clockify (esquina superior derecha)
- Insert your email in the Sign-up modal, click continue with email
- Enter the verification code you received in the email
- Type in your name and the organization name
If you need more details on how to organize your workspace in one or multiple workspaces, check out this guide.
La elección de un plan
If you opened a free account and now you want to switch to one of our paid plans, you can do that right from the initial home screen.
When you click on the Upgrade button, you will get an option to choose between the plans and the subscription option (annual or monthly).
The annual subscription provides a more cost-effective seat price over time compared to the monthly billing option.
After you click “Upgrade” on a subscription plan you opted for and confirm the action, you will type in all the information necessary to complete the action:
- Customer information: If you’re using Clockify as an individual or a Company/Organization, the country you operate in
- Invoice information: Company name, email, address, and other company details
- Payment information: Card number and details
Then, you will be able to add the number of seats (people) you want to have involved and finish the upgrade after agreeing to the CAKE.com Terms of Use.
¿Cómo configurar tu espacio de trabajo en Clockify?
When you create an account, one workspace will be automatically created for you.
Workspace settings are unique to each workspace, so if you’re not sure if you need only one or more, read our guide on How to organize a workspace in Clockify.
You can start setting up your account by exploring your personal Profile settings and customizing them however you wish.
La configuración de perfil
Profile settings give you the ability to set your personal information and preferences, for example, time zone, language, date format, or week start day.
Your email, profile picture, and username are managed through the “My profile” option and will lead you to your CAKE.com Account page, while preferences are set through the “Preferences” option in Clockify.
All other Clockify users in your workspace will also have the option to set up their own personal preferences that will affect their workspace view.
When you make sure all the settings are set in the right way, you can start preparing to organize your business data and track time.
La configuración del espacio de trabajo
The first thing you need to set up is the list of active features in your workspace. Some features, like Time Tracker, are automatically activated when you create an account. While other features, such as Timesheet, have to be enabled first to be visible.
You can browse the Workspace settings to explore the active/inactive features for yourself, or read the full list of features that have to be enabled in this guide.
The next thing to set up is how your time-tracking data will be organized throughout your workspace.
La categorización de tiempo
By default, time in Clockify is categorized through tasks, projects, and clients. But these labels can be renamed.
So, if you wish to track time on, e.g., Jobs, Locations, Departments instead of Tasks, Projects, Clients, you can rename the labels.
Para una categorización adicional, también puedes usar etiquetas que funcionan independientemente de la jerarquía.
Puedes crear etiquetas para cualquier tipo de entradas que quieres filtrar después, con mucho más fácilmente en los informes.
For example, you can create an “Overtime” tag, and when you track your work, your overtime hours can be marked with an Overtime tag.
Other than that, in the Workspace settings, you can set all the general settings related to your workspace, such as the default billability status for projects, billable and cost rates for the whole workspace, currency format, data format, number format, and so on.
Permisos y roles
Before you invite all the team members and assign them adequate roles, make sure that all the permissions for specific roles are set as you want in the Permissions tab in the Workspace settings.
In short, there are four types of roles in Clockify:
- Propietario: una persona que crea un espacio de trabajo y que puede añadir/ eliminar administradores
- Administradores: pueden ver y editar todo
- Gerentes: gestionan la gente y los proyectos
- Usuarios regulares: pueden controlar el tiempo y ver los informes
After you have all the permissions for the roles are set, you can proceed to invite team members.
La gestión de miembros de equipo
Clockify allows you to add full or limited users. A full user can access all active Clockify features, while a limited user can only use Clockify through a kiosk to clock in and out of work hours.
Para añadir un usuario completo, necesitarías su nombre y email. Para los usuarios limitados, solo necesitas añadir un nombre.
Mientras añades miembros del equipo, puedes asignarles de inmediato roles adecuados en Clockify para manejar quién puede hacer qué.
También puedes organizar miembros del equipo en grupos, y cuando un nuevo miembro del equipo se une, puedes darle acceso a ciertos proyectos simplemente asignándole a un grupo, en vez de hacerlo manualmente.
En la página de equipo puedes personalizar y editar el perfil de cada miembro.
You can set different working days and daily work capacities (e.g., 4h for part-time employees) for each member.
Si necesitas información adicional sobre cada empleado, ve a la configuración del espacio de trabajo y crea campos personalizados de usuario.
Cuando añades tus campos de usuarios personalizados activos verás esa información en la configuración de su perfil.
La gestión de clientes
Puedes crear tantos clientes (departamentos, o cualquier otra categoría que hayas configurado) para agrupar el trabajo hecho en proyectos.
When you type in a new client name, you will get the option to add other information, such as email address, postal address, client currency, and custom notes.
La vinculación de horas registradas a proyectos y clientes te ayudará filtrar solo la información que necesitas en los informes.
La gestión de proyectos
Los proyectos en Clockify agruparán tu tiempo registrado total, te ayudarán a filtrar los informes y te dan información sobre el trabajo asociado con un proyecto o un cliente.
Cuando creas un proyecto, puedes asignarlo a un cliente específico, darle un color para distinguirlo de otros proyectos con facilidad y configurarlo como público o privado para determinar quién puede controlar el tiempo en él.
Public projects will be accessible to all, while private projects will be visible to certain users only.
For example, you can create a special project to plan a surprise party for a colleague and mark it visible only to the people who participate in its planning.
To ensure you stay within budget and meet deadlines, and actually track the progress of a project, you need to add its time or budget estimates.
Budget estimate only works if you have “Billable hours” enabled in the Workspace settings.
You can set estimates for a project as a whole, or for each task individually. Either way, you will be able to track how much time or money you have left to finalize the project.
And if you use the forecasting feature, Clockify will also warn you about exceeding the deadline or the budget, so you can adjust your schedules or estimates accordingly.
To see and compare the profitability of projects, you have to set both billable and cost rates. Let’s see how that works.
La gestión de tarifas
Rates help you to see which projects are the most profitable ones by calculating revenues, labor costs, and the profit of each project or a specific task.
Revenues are calculated by first setting up billable rates, and labor costs are calculated by setting up cost rates.
Billable rates are applied only to billable time entries, while cost rates are applied to all time entries.
Dependiendo de qué tan especifico quieres configurar tus tarifas, puedes gestionarlas en diferentes niveles:
- Tarifas del espacio de trabajo, que defines en la configuración del espacio de trabajo.
- Tarifa de miembro, que defines en la página del equipo para cada miembro del equipo.
- Tarifa de proyecto, que defines para cada proyecto en la configuración de proyectos.
- Tarifa de tarea, que defines para cada tarea en un proyecto, pero primero debe activarse en la configuración del espacio de trabajo.
- Projects’ member rate, which you define in the project’s Access tab for each member on a project.
The overall rule is that the more specific rate overrides the less specific rate. In this hierarchy, the least specific rate is the Workspace rate, and the most specific rate is the Projects’ member rate.
For example, if you set the Task rate, but your team is struggling with its execution, you might involve a more experienced team member and set up the Project’s member rate – even though that person is working on the same task.
When you’ve set the rates and your team has started tracking time, you will be able to analyze profitability in Clockify’s Time Reports.
La sincronización de calendario
Clockify allows you to have all meetings and scheduled events in one Calendar by syncing your Outlook or Google Calendar with Clockify.
When synced in Clockify, you are able to directly start a timer on an event or create a time entry from it.
You can also use Calendar to create new time entries, visually keep track of your day and organize it in time blocks.
Control del tiempo
Tracker is automatically activated when you create a new account, but if you want to use Timesheet or a Kiosk, you first need to enable them in the Workspace settings.
In the same way you track your work hours, you can also track break time via Tracker and Kiosk. However, Breaks have to be enabled in the Workspace settings first.
Si quieres usar el rastreador automático, necesitas descargar la aplicación de escritorio para tu ordenador (Windows, Mac, o Linux).
The Tracker lets you start and stop the timer when you start and finish work on a specific activity, and mark it as billable or non-billable.
Puedes elegir el proyecto y una tarea en qué estás trabajando y ser tan específico como desees al describir la actividad.
Puedes usar el modo de temporizador con un botón, o el modo manual para introducir, tú mismo, la hora de inicio y de finalización.
The Timesheet allows you to enter the total hours spent on projects. If you know you will work on one project or a task the whole week, the quickest way to record your working hours will be through a Timesheet.
You can use the “Copy last week” option or Timesheet templates to log your weekly activities quickly.
Another way to track your work hours is through the desktop app. Clockify’s desktop timer can be set to start automatically as soon as your computer is active, so you don’t have to remember to start it.
Clockify’s desktop comes with a handful of useful features and reminders. It also has a built-in Auto tracker, which automatically counts the time spent on each web page or app, so it is handy when switching between tools and tabs.
Auto tracker logs are visible only to you, and you can choose which logs will end up being imported as time entries to Clockify’s web.
Tracking time with a kiosk lets you easily clock in and out to track work and break hours.
Mobile apps also provide you with a timer and manual mode, and with a timesheet feature.
A Kiosk is great for simple time tracking in shift-based workplaces. Length of active time for kiosks can be customized, and employees can clock in with or without a PIN code.
You can create multiple kiosks and select a default project for each. But when employees clock in, they can switch between projects, tasks, or jobs.
A kiosk can be launched on any internet-connected device, so it can easily be set up as a clock-in station on tablets, laptops, or mobile phones.
Instala las aplicaciones de Clockify
Si prefieres usar la app en vez de la versión web, puedes descargar e instalar la app en tu ordenador (Windows, Mac, Linux) o dispositivo móvil (iOS, Android).
If not, you can use Clockify solely through the web or browser extension (Chrome, Firefox, Edge).
Cualquiera que sea el método que te resulte más cómodo, todos los datos se sincronizarán.
If you need help to understand Clockify features, or if you want to explore other features, such as scheduling, expense management, invoicing, approval, or managing time off, make sure to visit our website or explore our YouTube videos.
Cómo revisamos esta publicación: Nuestros escritores y editores monitorean las publicaciones y las actualizan cuando hay nueva información disponible, para mantenerlas frescas y relevantes.