1. Turn on modules
Choose only what you will use under Settings → Workspace.
Back to help centerGetting started as an administrator
Help center
Getting started as an administrator
From setup to first shift.
How to set up TapInn for your company: modules, locations, employees and the first schedule. The guide takes you through every step in the portal.
2. Create locations
Set up the worksite with an address and a check-in radius.
3. Add employees
One by one, or many at once with CSV import.
Details
Explained in practice.
1. Log in to the portal
Open tapinn.app/tap/portal and log in with email and password. If you have set up a passkey, you can use "Log in with passkey" instead.
2. Choose modules
Go to Settings → Workspace. Turn on what you will use, such as check-in, scheduling or absence, and press Save. Modules that are off disappear from the menu for you and your employees.
3. Create a location
Go to Locations and create a new location with a name and address. Set the check-in radius. It decides how close to the worksite an employee must be to clock in.
4. Test the geofence
Open the location you just created and run the geofence test on the location page. The test shows whether a point is inside the radius, and warns if GPS accuracy is too weak.
5. Add employees
Go to Employees. Add them one by one, or press Import CSV to add many at once. Download the template on the same page, fill in first name, last name and email, and upload the file. Employees receive an invitation by email.
6. Publish the first schedule
Go to Schedule, create the shifts and press Publish. Employees see the shifts in the app under Schedule as soon as they are published.
Next
Related pages.
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