Initial setup checklist

BetterDesks works best when setup follows the same order as the operating model: organization, clients, sites, employees, schedule, attendance, then approvals.

Checklist

1. Complete workspace onboarding.
2. Review organization settings.
3. Create external clients or confirm the internal client.
4. Add sites for the locations where work happens.
5. Configure site departments and shift templates.
6. Add employees and choose who gets login access.
7. Build the first schedule.
8. Test clock-in, clock-out, and approval workflows.
9. Review reports before running a payroll cycle.

What good looks like

Every shift should connect to a client, site, employee, and attendance rule before the team relies on BetterDesks for live operations.

Common mistakes

• Building shifts before site setup is complete.
• Inviting employees before confirming their role and email.
• Skipping approval testing until payroll is due.