Daily tasks
Use this standard daily routine to check Dashboard actions, Today's Plan, timesheets, missing entries, duration review, geofence warnings, and payroll readiness.
Download the guide
Open the Timesheet review page for quick access
KleanFlo Daily Tasks and Timesheet Review Guide PDF
Editable Word version
What the guide covers
DashboardStart with missing timesheets and action-needed cards.
My to-do listCheck the action inbox for urgent operational items.
Today's PlanReview not started, started, and finished work for the day.
TimesheetsReview missing entries, needs-review items, and all completed records.
Duration reviewCompare planned, actual, and payable duration before payroll approval.
Geofence checksCheck location warnings before approving payable time.
Daily sequence
- Open Dashboard. Check missing timesheets and urgent action cards.
- Open My to-do list. Clear urgent action inbox items that affect today or payroll.
- Check Today's Plan. Confirm today's jobs are not started, started, or finished as expected.
- Open Timesheets. Use Needs review first, then All to confirm completed items.
- Resolve exceptions. Review missing timesheets, duration variance, manual entries, and geofence warnings.
- Escalate unresolved issues. Email support@imjsoftware.co.uk with the staff member, customer/site, date, and screenshot.