First Steps for DSP companies

Modified on Mon, 17 Mar at 9:49 PM

Welcome dear DSP companies, 



we're thrilled to have you here! Below you find an overview of the steps you need to follow when setting up a new Kenjo account as an Admin. Some of the settings were pre-set for you, so you can start working with Kenjo right away. Within each step, you will find a general description of the tasks and links to detailed instructions for each task. 




TABLE OF CONTENTS





Step 1: Fill in necessary information on Landing page





Before you can start using Kenjo, we need important pieces of information from you

  • Please fill in all mandatory fields on dsp.kenjo.io:
    • First Name
    • Last Name
    • Work Email address
    • DSP Code
    • DSP 1 or DSP 2
  • Click SIGN UP

  • Go to your work email account
  • Read the email you received from Kenjo



  • Select a date and time for your Kenjo Training in your local language




Step 2: Get Your Getting Started Certificate



We created a Learning Journey for you that walks you through your Account set up. It compiles the most important Kenjo modules and the settings you as an admin need to configure for your company and your employees. 




  • Log into Kenjo
  • Go to Getting Started by clicking on the rocket icon on the left menu
  • Start your Learning Journey by clicking on a Kenjo module at  1  Account set up checklist
  • Click on a Learning Path at  2 , for example on Add a new custom calendar 



  • Click Learn more to read the respective Help Centre Article first
  • Click Go to settings to apply what you have learned in the article 
  • After you completed those two steps this Learning Path will get checked with a green check mark and you can continue with the next Path
  • After completing more and more Learning Paths you will see the percentage scale at  3  rise
  • You can stop with your Learning Journey at anytime, your progress will automatically be saved
  • When you completed the whole Journey you will receive a Certificate as email 




In the next Steps 3 - 11, we depict the steps the Getting Started will walk you through.



 

Step 3: Add billing details, Company and Organization setup 



The first step to start using Kenjo is adding the most basic information such as the Company, Offices, Departments, and Calendars.






Step 4: Employee Setup



This is the most important step to set up your account properly. You can manually add your employees to Kenjo or import your employee data, using our import template. Please make sure you understand what information about your employees you would like to have on Kenjo. Kenjo offers different Profiles that need to be assigned to everyone in your organization. These profiles will determine the level of Permissions or access rights the employees will have to use all the features Kenjo offers. This ensures that your employees only view, edit and delete the sections that are intended for them. For your company the Profiles & Permissions have been pre-set, so you don't have to worry about whom to give what rights and you won't be able to create custom profiles.





Step 5: Attendance Setup


The next step is to understand the time tracking methods and how Shift and Rest Rules work within the Attendance module. When a shift or a rest Rule is violated, you as an admin will see conflicts, which will help you facilitate your HR admin work. Make sure to also get familiar with how your employees enable geo-location tracking and how you set up salary surcharges. Last but not least you will need to understand the overtime calculations that form the basis for chosen compensations.




Q: What if an employee is not seeing how to track time in Kenjo?

R: When you create a new employee, you have to manually enable attendance tracking. Go to the employee's profile and on the right-hand side of the screen, under Actions, click on ENABLE ATTENDANCE TRACKING

Send this article to your employee to make them understand how to track their time. 




Step 6: Time Off Requests and Time Off Policies


Kenjo offers several time off types for your company. Within Kenjo we identify two ways of absences: Time-off types and Time off policies. You can have many time-off policies for the same time-off type. A time off policy sets the rules for a time off type. You will have already created time off types with already pre-set policy rules for your organization, nevertheless it's important that you understand the concept of it before assigning them to your employees.



Watch our explainer video to see how your employees submit time off requests with their smartphone and how you as an admin can handle requests with your mobile device too.  




In case you need to import time off data, have one of our Trainings first and after please reach out directly to your Support Manager.





Step 7: Work with Shiftplan



In case you work with Shift plan, you'll need to get familiar with how you set it up and what data you need to define for your shift plan employees.




Step 9: Configure Payroll 



The payroll section allows you to connect to your payroll provider. This way you can see your period's payroll review in Kenjo, confirm it and it will automatically be send to your payroll provider. 






Step 10: Analytics



Finally, organize your own views, Reports, and Dashboards!




Step 11: Go live:tada:


And that's it! You have made it to the end of the first steps of Kenjo.


To prepare for the GoLive, TBA


Before going live, we want to make sure you have everything correctly set up. Download this checklist and make sure to check all the checkboxes!


FAQ: What can I do as an admin and when should I reach out to Kenjo' support?

As an Admin you have permissions and access to all the features you have purchased in Kenjo. Therefore, it becomes your responsibility to properly set up your organization's account, listen to your colleagues' feedback, and implement new ideas. When an employee has a problem with the software, you are the one who can solve it.

Reach out to support whenever you see something that doesn't add up, you're blocked, or need assistance over something that escapes your action range. However, it is always recommended to look first for the answer on our Helpcenter. We work very hard on keeping our content up to date to solve all your doubts in an effective and timely manner!



Final notes:


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