Crelate, Inc.

Looking for an initial email template to kick off to your newly started contractor? Look no further!

Contractor Email Template Example

Overriding Time Cards

Setup and Best practices for multiple time entry formats.

Timekeeping - Multiple Time Entry Formats

How to export your billable items for an easy upload to your payroll provider

Billable Item Export

Daily Notes for Time Keeping

Assigning Default Time & Expense Types

Master Guide -  Timekeeping

Everything you need to know to start using Time Keeping

Timekeeping Setup

Set up and Utilize Approvals for Time Keeping

Time Keeping Approvals

How to Set up Time & Expense Types

What is the Employee Center and an Employee's experience logging time?

Employee Center

How to Link a Contact and User to Create an Employee License

Finalize Time to Create Billable and Payable Items

Finalizing Time Cards

Recruiting Type for Jobs & Opportunities

Worksites

Pay Plans Setup

How to add Pay Rules on a per placement basis

Placement Specific Pay Rules

Assigning Pay Plans to Placements

Learn everything about Crelate's Pay Rules

Pay Rules - Master Guide

Frequently asked questions regarding Pay Rules

Pay Rules FAQs

How to configure Geofencing for Mobile Timekeeping

Configuring Mobile Geofencing

Exporting Time Cards

Timekeeping Templates

How to manage Delivery Types and user access for time entry in Opportunities?

Crelate Support

Kyle Kroeger

Amber Roder

Timekeeping

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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