Guides for MetronHR

From the first sign-in to an invited workforce: the first run, the setup wizard, the federal state and public holidays, the working-time model, invitations. Including the rules that usually cause trouble.

Three routes in MetronHR: the stopwatch in the browser and in the app, a manual entry, and a card at the terminal. Plus the rules on breaks, overlaps, permitted channels and corrections.

Pairing the device in two steps, assigning cards, clocking in and out. Plus cases needing clarification, device findings and what the terminal expressly does not do.

The request, the approval, the leave account, carry-over and expiry, cover for planned shifts, and company holidays for many people at once.

Work through open cases, check the time account per person, close the period with the closing lock, export the report. Including the two locks and the three overtime figures.

Download the payroll file for DATEV LODAS or Lohn und Gehalt, or export the time account per person as Excel or PDF. With period, filters, the roles allowed to export, and locking the month first.

Create departments, set the manager, assign people, tie clients and services to them. Plus their effect as a filter in reports and as a trigger in processes.

Arranging and hiding tiles, the twelve available tiles from Worked today to Birthdays, quick actions and the task list with the open decisions.

The notification centre and the bell, 49 triggering events, push notifications in the app, eighteen email templates, four switches per person and the unsubscribe link in every email.

Create templates for joining, leaving and general workflows, maintain tasks with an owner and a deadline, start workflows and tick them off. Including what does not happen automatically.

Create projects on the client, name the owners, store a budget and set the effort against it. Including what a project expressly is not in MetronHR.

Create clients and services, assign them to one another, keep allowances per client and service, report on them and have service records signed. All optional.

The trial phase, taking out a subscription, changing the number of licences, switching between Team and Professional, booking additional storage, and retrieving invoices in the customer portal.

Invite or import, master data and the contract, employment periods, documents with folders and a recycle bin, leaving with a final position. Including the limits of the document store.

Signing in by QR code, the stopwatch and time entries, absences, approvals, shifts and the day plan, the time account and change requests. Plus what the app does without a network and what it does not.

Signing in with a password, a passkey or a company account, the second factor with recovery codes, forgotten passwords, changing your email address and the time-limited support access.

A block grid across time and people, an activity catalogue, staffing rules, publishing with a log, applying for and handing over individual blocks, and cover in the event of a sick note.

Create areas, pools and shift definitions, staff shifts, apply rotation patterns, publish. Plus swaps, open shifts, absences and the limits of the occupational safety check.

Master data and the logo, the rules for time tracking and absences, the limits of the Working Time Act including a separate set for young people, custom public holidays and their import.

The four roles and the five cases alongside them: supervisors, department managers, project owners and two groups of approvers. Including the central approvals page.

Project reports with effort, revenue and budget, the analytics module of the time tracking, the figures on the dashboard and the export of the audit log. Including what the revenue is not.

Tenant deletion with a deadline and a way to revoke it, why individual people are deactivated rather than deleted, the operations log and the retention of audit entries per plan.