Setting up jeCheck on your first day

On your first day you only need to do five things: fill in your company details, add locations, add employees, prepare a checklist and schedule audits. Everything is done in the web dashboard as an administrator.

Step 1. Company details

Open Management → Settings. On the Company tab, check your company name and country, upload your logo and choose the report language. On the Plan & billing tab you can activate the promo: the Network plan free for 2 months — see Plans and billing.

For details, see Company settings.

Step 2. Locations

A location is what you audit: a restaurant, store, club or warehouse. Open Management → Locations — this is the Locations and teams tab in the Automation section.

1. Click "Add location". Enter a name and, optionally, an address and a location email for reports, then click Add.

   

2. Rename the demo location. A new company already has a location called Demo location, and you (the company creator) are already assigned to it — rename it to a real location or delete it.

For details, see How to add locations and build teams.

Step 3. Employees and positions

1. Create positions. Under Staff → Employees, on the Positions tab, add roles such as "Manager", "Chef" or "Barista".

   

2. Add employees. On the Employees tab, click Create user and enter the last name, first name, email and position. The employee receives an invitation by email.

3. Assign people to locations. On the Locations and teams tab, add employees to each location and mark the manager.

For details, see How to add an employee and send an invitation and Roles and permissions — administrator, positions, managers.

Location managers immediately get permissions for the schedule, timesheet and requests of their locations. An accountant, HR or HACCP technologist doesn't need administrator rights — assign them a ready-made role in Management → Roles and permissions. See Roles and permissions.

Step 4. Checklist

Open Work → Audit checklists. Edit the demo checklist Restaurant Opening Checklist for Shift Managers or click Create checklist and build your own: sections, questions and the scoring method (in percent or in points). In the checklist settings you can choose who can use it.

For details, see Checklists and audits.

Step 5. Audit plan

Open Work → Planner and click Schedule audit: select locations, a checklist, an auditor, a date and a repeat setting — a one-off audit or a recurring one on a schedule.

For details, see Scheduler.

What's next

• Conduct your first audit in the jeCheck mobile app — see How to conduct an audit in the mobile app.
• Review the results in Analytics → Audit log and Analytics → Overview — see Analytics and reports.
• Set up violation tasks. To have violations automatically become tasks for the right people, turn on a scenario in Work → Automation — see Automation. Without a scenario, you can create tasks manually in Work → Tasks (Tasks).

Frequently asked questions