What is Desklog’s Onboarding Process?

Step 1: Visit the Desklog website and click the Start Free option located at the top right corner of the screen.

Step 2: On the registration page, fill in the required details such as:

• Your email address
• Full name
• Password
• Country and State

Once you’ve filled in the information, click Start Free Now to activate your trial and begin setting up your account.

Note: Initial settings can be changed later through the app’s settings.

Step 3: Enter your company details such as:

• Company Name
• Mobile Number
• Industry Type

After filling in your organization’s details, click Next to continue to the next step.

Step 4: Enable/ Disable Project Tracking

In this step, you can choose whether to enable or disable Project Tracking. Just click on the desired option to configure it accordingly.

Step 5: Set Tracking Intensity Levels

You’ll see three pre-set tracking intensity options:

• Relaxed
• Moderate
• Strict

Select the tracking level that best suits your organization’s needs and click Next.

Step 5: Configure Tracking Settings

Set Minimum Hours

In this step, configure the minimum hours and decide if they should be Flexible or Non-Flexible. If you select Non-Flexible, specify the exact working hours.

Click on Additional Settings to define the working days for your organization.

Once done, click Next.

Step 6: Employee Efficiency Configuration

Choose how employee efficiency will be calculated. You have three options:

• Task Spent
• Task Assigned
• Productive

Select the most appropriate option and click Next.

Step 7: Enable Additional Features

Now, enable additional features you want to use, including:

• Screenshots
• App and URL Tracking
• Project Billing
• Leave Tracking

Select the features you wish to activate and click Next.

Step 8: Configure Leave Settings

Set Yearly Leaves

Specify the number of Yearly Leaves your team is entitled to.

You can choose to implement Monthly Capping for leaves. If enabled, define:

• The Monthly Cap
• Who the restrictions apply to
• Whether Leave Carryover is allowed

Once you’ve made your selections, click Next.

Step 9: Configure Project Billing

For Billable Tasks, choose from:

• Flat Rate
• Hourly
• User Hourly

Also, specify the rate for the chosen billing method and click Next to proceed.

Step 10: Invite Team Members

To invite your team, enter their:

• Name
• Email
• User Role

You can choose whether to send an email invitation or manually add new team members.

Once you’ve added all necessary members, click Complete Onboarding to finalize your setup.