The Clockateer ยท Admin Guide

Running your crew's time clock

A quick tour of what admins can do in Clockateer: set up the company, invite people, fix punches, handle time off, and run payroll.

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1Signing in

Clockateer has no passwords. Go to clockateer.com, type your email, and press Send my code. Enter the 6-digit code from your inbox and press Punch it. Codes expire after 10 minutes.

The sign-in page. Enter your email and press Send my code.
The sign-in page. Enter your email and press Send my code.

2Finding the admin pages

Click Admin (in gold) in the top bar. The admin tabs are:

OverviewPeopleClientsSchedulePTOReportsBillingSettings
The top bar and the admin tabs.
The top bar and the admin tabs.

Clients, Schedule and PTO only appear after you turn them on in Settings.

3Settings: do this first

Open Settings, check each section, then press Save settings at the bottom.

Tip: the timezone and pay period are guessed when the company is created. Confirm them before your first payroll.

Settings: company, pay period, overtime, payroll export and PTO.
Settings: company, pay period, overtime, payroll export and PTO.

4People: invite and manage your crew

People: invite crew and edit each person on the roster.
People: invite crew and edit each person on the roster.

5Overview: who's working now

Overview: who is on the clock and any forgotten clock-outs.
Overview: who is on the clock and any forgotten clock-outs.

6Fixing and adding punches

Fix a punch: change the times, client or note, then Save entry.
Fix a punch: change the times, client or note, then Save entry.

7Time off (PTO)

PTO: record time off and approve or deny requests.
PTO: record time off and approve or deny requests.

8Running payroll

Go to Reports and use the โ† โ†’ arrows to choose the pay period. Then:

  1. Lock timesheets. Choose a date and press ๐Ÿ”’ Lock. Employees can no longer change punches up to that date, but admins still can. Press Unlock to undo it.
  2. Review. Close any open shifts (press Fix) and look over punches marked Amended. Each person's card shows total, regular and overtime hours, plus PTO.
  3. Export. Press โ†“ Export CSV for a spreadsheet, โ†“ Export for ADP for ADP RUN, or ๐Ÿ–จ Print / save PDF.

The Payroll calendar button shows every pay period and pay date for the year. You can download it as a CSV or print it. Pay dates that land on a weekend or holiday move to the business day before.

Payroll report: lock, review, then export.
Payroll report: lock, review, then export.

9Clients

This tab is only used in Client tracking mode. Add each client or job name, then rename or archive them as needed. Employees choose a client when they clock in and can switch clients during a shift. Reports break hours down by client.

Clients: add, rename or archive clients and jobs.
Clients: add, rename or archive clients and jobs.

10Scheduling

Contact Clockateer Sales for Info

11Billing

The Billing page shows your plan status, how many people are on the roster, and your monthly total. Use Subscribe to start a subscription or Manage billing to update your card or see invoices. If the trial ends or a payment fails, you have 14 more days to fix it, and a banner with a Fix billing button appears on every page. After that the account is locked until you subscribe. Your data is never deleted.

Billing: plan status, seats and monthly total.
Billing: plan status, seats and monthly total.

12What your employees see

Employees sign in the same way you do. Their home screen has one big Clock in / Clock out button, their hours for the pay period, and a link to their full timesheet. They can fix their own punches until the period is locked. If PTO is on, they can request time off from the PTO tab.

What an employee sees on their phone while clocked in.
What an employee sees on their phone while clocked in.