First Steps for Setting up Tempo Timesheets

Just starting out with Tempo Timesheets? Follow these first steps to set it up to give the employees in your company a great experience.

1. Select Tempo as your time-tracking provider in Jira

Make sure that Tempo Timesheets is set as your time-tracking provider on your Jira instance. This should be the case automatically after you install Tempo Timesheets, but if it's not, nobody will be able to use it! You can have only one time-tracking provider active at a time in your Jira instance, so once you choose Tempo Timesheets, you cannot also use other time-tracking apps or Jira's time-tracking app to log time any more.

See Selecting Tempo as your time-tracking provider for how to do this!

2. Give access to Tempo Timesheets

When you install Tempo Timesheets, all Jira software users have access to it by default if they're in the jira-software-users Jira group on your Jira instance. If that's all you need, then you're good to go.

But if this doesn't work for your organization, or if you've changed the memberships to this default Jira group, then you need to give access to the correct Jira group or groups.

You can control access to Tempo Timesheets with the Tempo Timesheets Access permission - see Giving Access to Tempo Apps. For example, you can give access to Tempo Timesheets with this permission to a Jira group of only a few users who will evaluate Tempo as part of the rollout plan. Then add all employees to this Jira group when you're ready for everyone to log time with Tempo Timesheets. Having a Jira group set up for this makes it easy to add or remove employees as your company changes.

It's best to create a Jira group with all Tempo users in it, then give Tempo Timesheets Access permission to that group.

3. Grant these Jira Project Permissions

Make sure that everyone in your company has all the essential Jira Project permissions they need to work in Tempo Timesheets. These are standard Jira Project permissions that Tempo uses - see Project Permissions for what each of these permissions are and how to grant them.

- Grant the Browse Projects, Work on Issues, Edit Own Worklogs, and Delete Own Worklogs permissions to a Jira group that includes all Tempo users. These permissions let users log time using Tempo and view, edit, and delete their own worklogs in Tempo.

- Grant the View All Worklogs, Edit All Worklogs, and Delete All Worklogs permissions to the appropriate Jira groups of managers and team leads in your company.

- Make sure that the atlassian-addons-project-access project role is granted all permissions in the Project Permission Scheme of all Jira projects.

4. Grant these Global Permissions for Tempo

Grant the Tempo Administrator, Tempo Team Administrator, and Tempo Account Administrator permissions to the appropriate group of administrators in your company. These are permissions that Tempo adds to the Jira Global permissions - see Global Permissions for more information on who should have these permissions and how to grant them.

As a Jira administrator, you automatically have these permissions, but you can assign them to others.

Also, make sure that the atlassian-addons-admin group is set to all permissions in the Global permissions. 

Watch this video to learn all about Tempo permission basics!

Need to set up more?

You can continue with these following steps depending on how your company is using Tempo Timesheets. Once you're done with those, Tempo Timesheets will be fully set up and ready to use for your organization!

• Permissions in Tempo - An overview of all permissions available for Tempo Timesheets - Jira Global, Jira Project, and Tempo Team.

• Setting up for basic time tracking - No matter why you're tracking time, there are some basic things you should set up, such as workload and holiday schemes and Internal issues.

• Setting up Tempo Teams - Working with Tempo Timesheets often means using Tempo teams. Find out how to create and set them up.

• Setting up for timesheet approvals - Need to have timesheets approved by managers? There are a few setup tasks to do first!

•  Setting up for using accounts - If you're doing client billing, contracts, or tax credits, you should get set up for Tempo accounts.

Check out Best practices for setting up Tempo Timesheets for ideas on how to get the best possible experience for your company.