Quick Start Guides

Guides to help you quickly get started with CleverTime

How to sign in to CleverTime
Open your preferred internet browser and type the following in the address bar and press enter         https://app.cbsystems.io (Please note that MS Inte...
Tue, 25 Jan, 2022 at 3:04 PM
The Homepage (Dashboard) in CleverTime
This is the page displayed when you login and provides an “Information” section, for you to approve leave requests or check and approve exceptions and a lis...
Thu, 3 Mar, 2022 at 10:16 AM
Adding or Editing Employees in CleverTime
From the menu (left side of screen), choose “My Company”, then “Employees” If you have already added employees you will see a list of them (use t...
Tue, 25 Jan, 2022 at 3:36 PM
Adding or Editing Users in CleverTime
From the menu (left side of screen), choose “My Company”, then “Users” Now you should see a list of current Users (use the orange pencil in the “...
Tue, 25 Jan, 2022 at 3:43 PM
Adding or Editing Schedule Templates in CleverTime
From the menu (left side of screen), choose “Settings”, then “Schedule Templates” Now you should see a list of current Schedule Templates (use th...
Tue, 25 Jan, 2022 at 3:52 PM
Editing an Employees Timesheet in CleverTime
From the menu (left side of screen), choose “Timesheet” Now find the required employee and click the orange clock in the “Operation” column to displa...
Thu, 3 Feb, 2022 at 4:12 PM
Adding, Editing or Approving Leave Requests in CleverTime
From the menu (left side of screen), choose “Leave Requests” and the following screen should show You should see a list of leave requests for employ...
Tue, 8 Feb, 2022 at 9:38 AM
Running Reports from CleverTime
From the menu (left side of screen), choose “Report”, then “Report Beta” (Use “Generate Reports” for old reports) The following screen should show, ...
Tue, 8 Feb, 2022 at 9:43 AM
Adding, Editing or Removing an Auto Send Report in CleverTime
From the menu (left side of screen), choose “Report”, then “Auto Send Reports” Now click the “New” button in the toolbar (top right of the screen) a...
Thu, 3 Mar, 2022 at 10:23 AM
Adding Public Holidays to CleverTime
We add the Public Holidays into CleverTime for you each year, except for the regional holidays. Follow the below instructions to add the Anniversary Day in ...
Tue, 8 Feb, 2022 at 3:38 PM