So, you’re looking to simplify your roster and timesheet management? Great choice! Microkeeper is here to help. We’ve designed this guide to get you up and running quickly, so you can start scheduling and tracking your team in no time.
Setting up your business in Microkeeper
Creating an account is the first step. Here's what you'll need to do:
Enter your email address: this is how we'll stay in touch, so make sure it's one you check regularly.
Tell us about your team: let us know how many employees will be using Microkeeper. This helps us tailor your experience.
How did you find us: we're always curious! Knowing where you heard about Microkeeper helps us improve.
Agree to our terms: give our terms and condition a good read, and tick the box.
Now let's move on by adding some if your business details:
Enter your ABN: this helps us verify your business details.
Choose a business username: pick a unique username for your business account.
The final details correspond to yourself. You would be the first user of your business account.
Add your user details: this will be your admin account, so fill in your details.
Select your username: choose a personal username for your admin account.
Enter your phone number: your phone number serves for verification purposes. We'll send your login details to it, and could also be used for password recovery.
Click on Check SMS Password to receive your login credentials and login to your new account for it to be activated. Once you're logged in, you'll land on the Control Panel. This is where you can manage your entire business account.
Before you start with the setup: Understanding Microkeeper basics
Before you start rostering and tracking time, let's go over some basics:
Exploring the menu: the menu on the top of the screen is your navigation hub. Here you'll find everything you need to manage your business, from scheduling to reporting.
Getting help: need assistance? Just click on "More" > "Contact Us" and choose your prefer method of contact (via ticket submit, or phone call).
Setting up your work week
Choosing your standard work week is crucial for setting up schedules correctly.
After logging in the first time, you will be required to select your work week.
Define your usual work week (e.g., Monday to Friday).
After selecting your work week, you'll be redirected on to the Global Settings page. From here, it's time to dive deeper into the world of Microkeeper, where things like locations and jobs will begin to take shape into your system.
Continue on to the next section, and let's get those rosters ready!
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