First Steps for DSP companies

Modified on Wed, 26 Feb at 1:19 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. Some of the steps also offer you a frequently asked question so you are prepared!

Before going through any step in the process, make sure you have created an account and logged in successfully. If you have problems logging in, visit our article Log in successfully to Kenjo.

TABLE OF CONTENT

Step 1: Add Company, Offices, Departments, and Calendars
Step 2: Import Employee Data and Attendance Data
Step 3: Review Employee Profiles & Permissions
Step 4: Time Off Request and Time Off Policies
Step 6: Set up Attendance
Step 7: Work with Shiftplan
Step 8: Configure Payroll
Step 9: Analytics
Step 10: 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 1: 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. Make sure you delete all the sample data and give access to the colleagues that will work with you on the setup.

This video will explain everything regarding your calendars, company structure, and welcome wizard in more detail.

Q: What if I filter my employees by a Company, Office, Division, Department, or Team and can not find them?
R: The option to filter your results by Company, Office, Department and Team appears on the left-hand side of the screen. You might have created several views in the past that are preventing you from seeing the right results now (as Kenjo remembers the last view that you had). Therefore, click on the dropdown menu of each filter to make sure you have not selected an option by mistake.

Step 2: Import Employee Data and Attendance Data

This is probably the most important step to setting 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.

Step 3: 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 4: 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.

Q: Do I always have to start with today's current balances?

R: You don't. There are four possible options when it comes to assigning time offs. You can either:

Start with today's current balances,
Import this cycle's time-off data,
Import all the old time-off history,
Or assign time offs from the next cycle and then start.

Q: What if an employee is not seeing how to request a time off in Kenjo?

R: It is probably because you have created this new employee but have forgotten to assign a time off policy and type. Go to Time off > Settings > Employee's name, and click on the three dots. You will be able to assign the time off policy. For detailed instructions, check the article Assign employees to time off policies.

Step 6: 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.

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 7: Work with Shiftplan

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

Step 8: Configure Payroll

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

Step 9: Analytics

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

Step 10: 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!

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:

If you have any questions, make sure you check the FAQ for Admins here.
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.
We also have webinar content, exclusive for users that have signed in to the Helpcenter. You can check it here.