Documentation

Complete the first setup pass so BetterDesks can support scheduling, attendance, and payroll workflows.

Know which areas admins, schedulers, and employees can use in BetterDesks.

Use the dashboard to find daily workforce signals and actions that need attention.

Follow the recommended order for launching a BetterDesks workspace.

Add the organizations or internal groups your workforce serves.

Understand when to use the protected internal client and when to create external clients.

Create the physical or operational locations where shifts happen.

Set up department options so schedules and reports can separate work inside a site.

Create reusable shift patterns for common start and end times at a site.

Control which sites are active and identify the main site for each client.

Create employee records with the right role, status, and optional app access.

Invite employees to use self-service schedule, timesheet, and document tools.

Keep active, inactive, invited, and login-enabled employee records easy to review.

Understand how employee-facing documents fit into the BetterDesks workspace.

Create shifts that connect employees, clients, sites, times, templates, and departments.

Place the right employees on scheduled work and keep open shifts visible.

Use schedule filters to focus on dates, clients, statuses, and search terms.

Keep shift status aligned with operational reality.

Record actual work time through BetterDesks attendance controls.

Use client and site selection when an employee starts work without a matched schedule.

Use supervisor passcodes for controlled site-based clock-ins.

Use site location rules to reduce early, remote, or wrong-location punches.

Handle active timesheets when an employee forgets to end the shift.

Review scheduled work without matching attendance and attendance that did not match a shift.

Focus manager review on timesheets that need an approval decision.

Use review actions to move timesheets through the right operational state.

Handle late punches, missing clock-outs, manual edits, and other review flags.

Upload and manage employee paystubs, T4s, W-2s, and related payroll files.

Review approved time, exceptions, breaks, and payable hours before payroll processing.

Choose the right BetterDesks report for hours, shifts, approvals, coverage, and attendance exceptions.

Review payable hours, worked time, and approval state for payroll readiness.

Find missing attendance, unmatched schedules, open shifts, and coverage gaps.

Manage organization profile, defaults, and workspace-wide operating rules.

Understand when BetterDesks blocks new employee additions or prompts for billing setup.

Configure clock-in behavior, geofencing, breaks, rounding, payroll cycle, and compliance defaults.