From Sign-Up to First Payroll Export — in 2 Hours

Follow this guide and your team will be tracking time accurately before end of day. No IT department needed.

Step 1

Create Your Account

Go to timeclock365.com/try-free and register with your work email. Your account is active immediately — no waiting for approval.

You'll land in the setup wizard. The wizard guides you through the next steps. You can skip the wizard and follow this guide if you prefer.

Tip: Use your work email, not a personal email. This makes it easier to add colleagues as additional admins later.

Step 2

Configure Your Company Settings

Go to Settings → Company and configure:

Company name — appears on reports and employee notifications
Timezone — critical for accurate punch times
Work week — which days count as working days
Work day hours — standard daily hours (e.g., 8 or 9 hours)
Overtime threshold — when daily/weekly overtime starts

Tip: Set the overtime threshold correctly before adding employees. Changing it later applies only to future periods.

Step 3

Add Employees

Choose one of three methods:

Option A — Excel Import (fastest for 10+ employees)

Go to Users → Import. Download the template, fill in employee names, IDs, departments, and emails, then upload. All accounts are created and credentials emailed automatically.

Option B — Add Individually

Go to Users → Add User. Fill in details and click Save. Repeat for each employee.

Option C — Azure AD / SAML Sync

If you use Azure AD or Okta, configure SSO under Settings → SSO. Users can be auto-provisioned from your directory groups.

Step 4

Choose How Employees Punch In

TimeClock 365 supports multiple punch methods. You can use more than one at the same time.

📱 Mobile App — best for field and hybrid workers

🌐 Web Browser — best for desk workers

🔬 Biometric Clock — best for manufacturing and retail

💳 NFC Card — fast and hygienic for high-traffic entrances

💬 Microsoft Teams — best for companies already on Teams

Inform employees which method to use and send them the Employee Setup Guide.

Step 5

Set Up Physical Devices (if applicable)

If you ordered biometric clocks or NFC readers:

Mount the device at the entry point
Connect to the network (Ethernet recommended, WiFi supported)
The device appears automatically in Devices within the dashboard
Assign the device to a location
Enroll employee fingerprints or cards from the device's touchscreen

Tip: Enroll 2 fingerprints per employee (both index fingers) in case of injuries.

Step 6

Run Your First Attendance Report

At the end of the first work week:

Go to Reports → Attendance
Select the date range
Review attendance — late arrivals, missing punches, and overtime are highlighted automatically
Add corrections for missing punches if needed
Approve the report
Export to Excel or send to payroll

That's it. The system handles the calculations. You focus on exceptions.

Questions? We'll Walk You Through It.

Book a free 30-minute onboarding call and our team will configure the system with you live.

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