Bring the information you already have. Choose the tools you need. Give your first working week a clear plan.
Start with employee numbers and your working week. Clockx covers everyday staff management; Full Workspace adds onboarding, sickness and wider personnel tools. Tasks and Stock are optional monthly add-ons for Full Workspace.
Gather current employee details, working patterns, pay schedules and the documents you intend to share. Keep the original records available while you check your new workspace.
Confirm the package, included employees, annual price, payment arrangements and any trial end date. The Business Owner chooses who receives Manager access.
Use existing login emails where appropriate. In Full Workspace, optional onboarding forms can be switched off when the business already holds the information.
Check employee roles, hours, clocking access and company documents. Build the rota in draft and publish it when the team is ready.
Check clock-ins, breaks and completed timesheets with your usual payroll process. Resolve recording questions early and use the help guides as your team settles in.
Tick off what you have ready. This checklist stays in this page and is not submitted.
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