Prepare one location for the pilot

1. 1

   Prepare each employee's name and work contact.

2. 2

   Set their role and work at the location.

3. 3

   Review the accrual method and first shift with the Perko team.

4. 4

   Send the employee their sign-in link.

Access comes from the authorization role. A job title does not grant permissions.

1. 1

   Open the week in Workforce.

2. 2

   Set the time and employee for each shift.

3. 3

   Review the draft with the manager.

4. 4

   Publish the schedule to the team.

Employees see only published shifts.

1. 1

   Review the registered location and attendance policy.

2. 2

   Create a one-time code for the shared device.

3. 3

   Open the staff workspace on the device and enter the code.

4. 4

   Run one test check-in and checkout.

Employees scan the QR with their own phone. Perko requests one location sample when they mark attendance.

1. 1

   Review missing marks and late arrivals.

2. 2

   Give a reason for each correction.

3. 3

   Approve payable time.

4. 4

   Export the period total for the external payment process.

Perko does not transfer salary funds or file payroll taxes.