Initial Setup Guide

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This guide will walk you through the essential steps of setting up your account, adding your team, and customizing your settings to fit your workflow perfectly.

In this guide, we cover 4 simple steps for setting up your account in Atto and answer commonly asked getting started questions. 

Before we get started ensure you are logged into Atto with access levels of either Account Owner or Admin

1. Setting Up Your Account and Exploring Atto

2. Adding Your Team Members

3. Customizing Your Account Settings

4. Setting User Roles and Pay Rates

5. FAQ

1. Setting Up Your Account and Exploring Atto

Sign up Process

  1. Visit the Atto sign-up page:
  2. Click the “Try for Free” button
  3. Enter your email address
  4. Confirm your email and click the "Create Account" button.
  5. Complete your registration: Fill in your full name, company name, industry, and create a secure password.

Your Free Trial:

  • Your 2-week free trial starts as soon as you sign up. This is your chance to explore all Atto's features and see how it fits your needs.
  • During your trial, you can add your entire team without any limits. Invite them via email or share your unique account link.
  • Take this time to discover Atto's user-friendly interface, test its various time tracking features, and see how it integrates seamlessly into your daily operations.

Explore Atto's Features:

  • Time Tracking: An intuitive system for precise time recording.
  • Timesheet Management: Automated handling of timesheets, streamlining administrative tasks.
  • Team Activity Monitoring: Track clock-ins/outs, breaks, and current locations in real-time.
  • Location Tracking: Utilize GPS-enabled tracking for efficient attendance verification and resource allocation.
  • Reports and Analytics: Gain comprehensive data for informed decision-making.
  • Payroll: Simplify payroll processing with Atto's built-in tools.

What Happens Next:

  • At the end of your trial, time tracking will be paused temporarily. However, all your data will be safely stored and readily available if you decide to continue using Atto.
  • Once your free trial has expired, you can seamlessly transition to a paid Atto plan to continue enjoying the benefits of Atto's time tracking and reporting features. This guide provides a step-by-step walkthrough of the subscription process: Subscribe to a Paid Atto Plan

2. Adding Your Team Members:

There are two ways to add team members:

By Email:

  1. Go to Settings > Invite New Members.
  2. Enter the team member's email address.
  3. Tap Send Invites.
  4. The team member will receive an email with instructions to join your Atto account.

By Link:

  1. Go to Settings > Invite New Members.
  2. Tap Share your invite link...
  3. Share the link with your desired team members.
  4. Team members will be prompted to enter their email address and create an account to join your team.

For detailed instructions on adding and removing team members, refer to this help center article: Adding and Removing Team Members

3. Customizing Your Account Settings:

Atto allows you to personalize your account settings to perfectly match your company's workflow. Here's a breakdown of key settings:

Location Tracking:

  • While on the Clock: Track location continuously while clocked in, providing detailed insights into employee movement and project sites.
  • On Clock In/Out Only: Track location only during clock in and clock out events, ensuring accurate timekeeping while minimizing data collection.
  • Never: Opt for no location tracking if it doesn't align with your company's needs or employee preferences.

For detailed instructions on setting location tracking, refer to this help center article: Location Tracking Preferences

Workweek & Overtime:

  • Regular Weekly Hours: Define the standard weekly hours for full-time and part-time employees to clearly differentiate regular from overtime work.
  • Daily Overtime: Set a daily threshold for overtime hours, defining when overtime pay kicks in.
  • Daily Double Overtime: Establish a separate threshold for double overtime, ensuring appropriate compensation for extended work periods.
  • Overtime Rate Multipliers: Define specific multipliers applied to overtime hours to calculate accurate pay.

For detailed instructions on setting workweek & overtime, refer to this help center article: Overtime Configuration

Timesheet Reporting:

  • Payroll Period: Choose a reporting schedule that aligns with your company's payroll cycle, ensuring timely and organized data for accounting and payroll purposes.
  • Automatic Email Delivery: Schedule automatic delivery of timesheet reports to designated email addresses, simplifying payroll processing and communication.

For detailed instructions on timesheet reporting, refer to this help center article: Automatic Timesheet Reporting 

Time Options:

  • Automatic Time Zone Synchronization: Ensure consistent timekeeping across your team by enabling automatic synchronization with individual device time zones.
  • Fixed Time Zone: Choose a single time zone for the entire account, maintaining uniformity even for geographically dispersed teams.

For detailed instructions on time options, refer to this help center article: Managing Account Time Zone

Break Options:

  • Manual Break Tracking: Empower employees to manually track their break hours, offering flexibility and individual control.
  • Automatic Break Tracking: Automatically deduct predefined break durations from daily timesheets, ensuring consistent break time across the team.
  • Custom Break Tracking: Define and categorize various types of breaks, providing detailed insights into break usage and optimizing workflow efficiency.
  • Paid/Unpaid Breaks: Specify whether breaks are categorized as paid or unpaid, ensuring accurate payroll calculations and reflecting company policies.

4. Setting User Roles and Pay Rates:

User Roles:

  • Admin: Highest level, grants full access to all features, data, and settings, including adding and removing users, managing accounts, and customizing settings.
  • Manager: Manages their own timesheets and team members' timesheets, tracks project progress, and accesses reports and insights.
  • Employee: Tracks their own time, reviews their timesheets, and manages personal settings.

Setting Roles:

  1. Go to Settings > Manage Team.
  2. Select the team member.
  3. Choose the desired role from the dropdown menu.
  4. Save changes.

Adding Pay Rates:

To ensure accurate payroll calculations, follow these steps to set payrates for individual team members:

  1. Go to Settings > Manage Team.
  2. Select the team member.
  3. Enable "Pay Rate."
  4. Click Add Pay Rate.
  5. Enter the hourly rate and effective date.
  6. Click Save or Add Pay Rate to confirm.

5. FAQ

What is my username for Atto?

Your username is the email you used to sign up for your Atto trial

Can I set user-specific settings?

Atto's user management capabilities allows you to customize settings for each team member, ensuring that their accounts align with their responsibilities and preferences. This guide will delve into the process of assigning roles and modifying settings for individual team members, enabling you to effectively manage your team's access and preferences within Atto.

For detailed instructions on setting user-specific settings, refer to this help center article: Customizing User-Specific Settings

Can I schedule clock in/out reminders? 

Atto's robust notification system provides you with the flexibility to set personalized clock in and clock out reminders, ensuring that you never miss a beat in tracking your work hours. This guide will walk you through the steps involved in customizing your notification preferences to suit your individual needs: Setting Up Clock In/Out Reminders

When does Atto track my location? 

Atto prioritizes user privacy and ensures that location tracking is only active when necessary. We are committed to minimizing location data collection and only tracking your whereabouts when it is relevant to your work activities.

Location tracking in Atto begins only after you clock in. This ensures that your location is not tracked outside of your work hours, respecting your privacy and preventing unnecessary data collection. Refer to this article for more info: Atto's location tracking practices

We're excited to have you on board! We hope this guide has been helpful in getting you started with Atto. Remember, we're here to support you every step of the way. Feel free to explore our resources and contact us if you have any questions.

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