- Work setupChoose whether you use time tracking, schedule and absence.
- WorkplaceAddress and GPS radius for check-in.
- EmployeesAdd them one by one or import a CSV.
- First schedulePublish the week so employees see their shifts.
Choose what you will use
Log in to the leader portal and go to Settings → Work setup. Turn on the modules you need: time tracking, schedule and work plan, and absence and vacation. Changes take effect when you save, and the menus in the portal and the app only show what is turned on.
Create the workplace
Go to Locations and press New location. Enter a name and address, and choose the GPS radius (150 metres by default). Choose whether GPS is required at check-in, and whether employees may check in manually if GPS fails. Test the check before the first shift – see the locations guide.
Add the employees
Go to Employees. Add people one by one, or press Import CSV to add many at once: download the template, fill in first name, last name and email, and upload it again. Each person gets the Employee role unless you choose Administrator.
Build and publish the first week
Go to Schedule, add the shifts for the week and press Publish week when it is ready. Choose Publish and notify if employees should hear about it right away. If you have a standard week, save it and reuse it with Use week template.
Ask employees to log in
Employees get the TapInn app from the App Store or Google Play, or use the app in the browser. They log in with the email address you registered. Feel free to send them the first check-in guide. Send an invitation from Employees and ask them to follow the link to activate access using the email address you registered.
Next steps
Once the first week is running, review the timesheets under Timesheets, and set up the payroll period and export profile under Payroll before the first pay run.
If it does not work
Start with the troubleshooting guide. If you are still stuck, write to us and tell us what you tried and what happened.