First Steps for DSP companies

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
• Step 2: Get Your Getting Started Certificate
• Step 3: Add Company, Offices, Departments, and Calendars
• Step 4: Import Employee Data and Attendance Data
• Step 5: Review Employee Profiles & Permissions
• Step 6: Time Off Request and Time Off Policies
• Step 7: Set up Attendance
• Step 8: Work with Shiftplan
• Step 9: Configure Payroll 
• Step 10: Analytics
• Step 11: Go live

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 Company, Offices, Departments, and Calendars

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

• Add basic data of your company

• Configure your public holiday calendar

Step 4: Import Employee Data and Attendance Data

This is the most important step to sett up your account properly. Before you start importing your employee data, make sure to understand what information about your employees you would like to have on Kenjo. You can add employees manually or import them using an excel file. The same works for importing Attendance data. 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. 

• Import Employee data

• Add a new employee

• Import Attendance Data

Step 5: Review Employee Profiles & Permissions

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. In case you need to upgrade an employee to a manager profile, find out how here:

• Change Profile of an Employee

Step 6: Time Off Request 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.

• Assign employees to time off policies

• For Admins: Manage Time off requests

• For employees: Submit a time off request

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.  

Step 7: Set up Attendance

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. 

• Enable Attendance Tracking

• See Time Tracking methods

• See Shift Rules

• See Rest Rules

• Configure and Manage Conflicts in Attendance

• Enable Geolocation (mobile)

• Salary surcharges for DSP companies

• Enable and calculate Overtime compensation / Localized Articles? 

Step 8: Work with Shiftplan

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

• Set up Shiftplan Settings
• Create Roles for Shiftplan
• Create Working Area for Shiftplan
• Activate Shiftplan for Employees
• Create an unpublished shift
• Publish shifts
• Create a shift template

Step 9: Configure Payroll 

The payroll section allows you to connect to your payroll provider TBA

• For DSPs: Add your payroll provider

• Set up of your Payroll

Step 10: Analytics

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

Step 11: Go live

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!

Final notes:

• Do not forget to keep updated by learning about the new features we have every month through our product emails and our the section "What's new in Kenjo?" in our Helpcenter.