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Demo · Walkthrough

See how it works on Acme Inc.

Short step-by-step guides for the workflows people actually use — clocking in, requesting leave, building schedules, running payroll. Read one, then jump into the sandbox and try the same steps yourself as an Employee or Company administrator.

10 walkthrough guides Hands-on sandbox Toronto · America/Toronto Resets on a schedule

How to get in

Open Demo logins, choose Employee or Company administrator, and enter your name and email. Administrators get full owner-level access — settings, payroll, the whole roster.

Prefer a guided tour? Contact us and we’ll walk you through it live.

For employees

4 guides

Day-to-day tasks staff will do inside TimeOff Manager.

Getting started as an employee

Sign in, find your dashboard, and learn the menus you will use every day.

Try it in the sandbox →

Clocking in & out

Start and end shifts, take breaks, and correct a missed punch from Time Tracking.

Try it in the sandbox →

Logging mileage & receipts

Record a trip, attach a gas or parking receipt photo, and send it for approval.

Try it in the sandbox →

For administrators

6 guides

Setup, scheduling, payroll, and reporting — end to end.

Admin — company setup tour

Core settings, work locations, holidays, and how the admin menu is laid out.

Try it in the sandbox →

Building the schedule & shift templates

Assign shifts, reuse templates, and handle overtime & validation rules.

Try it in the sandbox →

Reports, analytics & accountant access

Export payroll hours, open workforce analytics, and invite your accountant.

Try it in the sandbox →

Try these flows yourself

Short hands-on paths to run right after you sign in.

1

Time history (hybrid)

EmployeeTime Tracking. Older history is one summary row per pay period; the last ~90 days show day-by-day punches from schedules.

2

Leave across years

Company administratorLeave → Manage Requests, payroll, and validation rules. Employees use My Requests.

3

Payroll + Canadian-dollar payslips

Compensation → Payroll as administrator. Biweekly seed from 2024-01-01 in CAD.

4

Mileage + receipts

Employee → Mileage on seeded trips. Admins can review via Schedule → Mileage Approval.

Quick reference — where to click

Labels match production. After the form signs you in, navigate from the top menu.

Employee

Instant

Hourly staff on Marcus Chen's team. Same menus as frontline employees in production.

Where to click

  1. Dashboard — today's shift, balances, quick actions.
  2. Time Tracking — clock in/out, breaks, missed-punch fixes.
  3. My Requests · Calendar — submit & track leave.
  4. Mileage — trips, gas & parking receipts.

Company administrator

Instant · full access

Owner-level access — the complete admin menu, nothing held back.

Where to click

  1. Employees — roster (~52), onboarding, reports-to.
  2. Schedule — Employee Schedules, Shift Templates, Overtime, Mileage Approval.
  3. Leave — Manage Requests, Leave Summary, Custom Leave Types, Validation Rules.
  4. CompensationPay records, Job offers, Payroll runs, payslips, tax settings.
  5. Analytics & ReportsWorkforce analytics, payroll exports, invite accountant.
  6. Settings — Company Settings, Work Locations, Holidays.
Who's who in the seeded dataset Show details

Jeffery Farber

Seeded company owner — the original company_admin used in documentation screenshots.

Priya Sharma

Seeded human resources manager — people & leave focus, not a billing owner.

Marcus Chen

Seeded people manager for staff employee.01employee.24. Employee instant visitors roll up to Marcus.

Olivia Grant

Seeded people manager for staff employee.25employee.48.

These personas exist in the dataset so line-manager and HR views have realistic relationships — you don't need to log in as them.

What's in the demo dataset

Summary of the fictional Acme Inc. sample company after each sandbox reset — handy for training or comparing to your own company.

Topic Details
Instant access Employee: hourly staff, cohort A (Mon–Fri 09:00–17:00), reports to Marcus Chen. Company administrator: company_admin user with full Acme settings. Visitors are removed on reset; form data is retained.
Organization 52 seeded people: 1 company admin, 1 HR manager, 2 people managers, 48 staff. Toronto-area addresses. Mix of personal and company (fleet) vehicles.
Leave policies 10 vacation · 5 personal · 5 sick / year (2024–2026)
Payroll Biweekly from 2024-01-01 · recent 4 periods paid · payslips in Canadian dollars
Mileage At least one sample trip per person, with example gas and parking receipt photos attached.
Cohort Schedule Who
A Mon–Fri 09:00–17:00 Seeded admins/HR/managers, first 20 staff, and employee instant visitors.
B Mon–Fri 08:00–16:00 10 staff
C Thu–Sun 08:00–15:00 10 staff
D Evening · crosses midnight to 00:00 8 staff

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