Getting started
Set up in an afternoon
The steps from a fresh account to staff clocking in — and the built-in "Get set up" checklist on your dashboard that ticks each one off as you go.
Most owners are live the same afternoon. There is no hardware to buy and nothing to migrate from a server — WagePilot runs in the browser. When you first sign in, your dashboard shows a Get set up checklist that walks you through the whole path and ticks each step off automatically from your real data.
The Get set up checklist
The checklist appears at the top of your dashboard for owners until every required step is done. It reads your account's real state — locations, team, pay, clock-in method, rota, billing, branding — and ticks each step green the moment it is satisfied. There is nothing to mark done by hand.
- 1
Open a step
Tap any unfinished step to expand it. You get a one-line explanation and a button that deep-links straight to the page where you complete it (for example "Add location" jumps to Locations).
- 2
Do the task
Follow the button, complete the task, and come back. The step ticks off on its own — completed steps show a green check and a struck-through title.
- 3
Watch the ring
The progress ring in the header counts your required steps done out of the total. Optional steps carry an "Optional" pill and never block completion.
- 4
Hide it when you are done
Once every required step is ticked, the card collapses to a single "You're all set up" bar. Press Hide (or the ✕) to dismiss it — it stays hidden on that device.
The steps it tracks
- Add your first location
- A site with an address — sets the map pin and the clock-in radius. Required.
- Set pay & overtime
- Your default hourly rate, overtime thresholds and break rules. Required.
- Add your team
- At least one staff member, by invite code or emailed login. Required.
- Set up clock-in
- At least one live site with a real address and radius, or a site marked as having a kiosk tablet. Required. Which methods staff may use is a separate setting, in Clock-in rules.
- Build your first rota
- At least one shift on the week. Required — but hidden entirely in Open clock-in mode, where there is no rota.
- Choose your plan
- Reach billing. Optional: Free covers one site and up to 5 staff with no card.
- Brand the employee app
- Add your logo, colour and font. Optional — a nice touch once the essentials are done.
What you need before you start
- The address of each site (for the map pin and geofence).
- Each staff member's name, email, role and hourly rate.
- A phone for each staff member — their own is fine; that is the point.