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Documentation Index

Fetch the complete documentation index at: https://docs.yrka.io/llms.txt

Use this file to discover all available pages before exploring further.

Before your team starts real operational work in Yrka, run through this checklist to confirm that access, data, billing, integrations, and permissions are all in order. The goal is to catch gaps before they affect your employees — not after timecards are submitted or schedules are published. Work through the checklist with your launch owner, and record any accepted gaps along with who owns the follow-up.
Complete the setup readiness pass at /admin/onboarding before using this checklist. Use non-production test data for any destructive or provider-facing verification steps.

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Owner and admin access

1

Confirm the owner can sign in and reach Billing Account

The owner needs access to /admin/billing to manage the plan, handle payment issues, and request exports or account changes. Verify this works before go-live, not during a payment crisis.
2

Verify email and password sign-in works

Confirm email/password authentication is working for at least one admin account before enabling Google or Microsoft sign-in. If external provider sign-in fails after launch, you need a fallback path.
3

Review allowed domains and pending access behavior

Confirm which email domains are allowed for self-serve access and what happens when someone from an unrecognized domain tries to sign in. Pending access requests should route to an admin who can approve or deny them promptly.
4

Review admin role assignments

Check that every admin has the right permission scope for their role. Admins with broad permissions can affect billing, payroll exports, employee records, and sensitive writes. Remove access that is broader than needed before inviting your team.

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Company data and configuration

1

Confirm company profile is complete

Business name and timezone must be correct before employees start submitting time. Schedules, payroll periods, and reports all depend on these settings.
2

Confirm employees are added and ready

All active employees should be in the system with correct job assignments, department memberships, and team affiliations. Verify that no placeholder or demo employees remain in the active roster.
3

Confirm jobs, payroll settings, and timekeeping settings

Company job types, payroll period anchor, overtime rules, break settings, and rounding should all be set before the first timecard is submitted. These settings are difficult to correct retroactively.
4

Confirm departments, teams, and job roles exist

Resources, training, reports, schedule filters, and access reviews all depend on organizational structure. Confirm that at least the foundational structure is in place so these areas do not look empty on day one.
5

Confirm schedule defaults are configured

Review schedule templates and default shift settings so the first publish cycle does not require starting from scratch.
6

Confirm resources and training are published and targeted correctly

Any resources or training content that employees should see on day one should be published and targeted to the right teams, roles, or departments. Verify acknowledgement tracking is enabled for required content.

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Sample data separation

1

Confirm no sample data is mixed with production records

Demo or sample records left in a workspace that also has real data corrupt reports, payroll exports, and employee-visible content. If any sample data remains, contact support before going live — do not try to clean it up manually while real records exist alongside it.
This is one of the most common causes of launch problems. If you ran starter actions or imported demo data during evaluation, verify that every one of those records has been removed or is clearly separated before real employees start using the workspace.

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Employee access and permissions

1

Confirm employee app access is enabled for the right profiles

Employee app access is enabled per-profile. Confirm that every employee who should be able to use the employee app has it enabled, and that employees who should not have access do not.
2

Confirm document and payroll visibility settings

Check that paystub visibility, document access, and any sensitive record settings are configured correctly. Employees should only see what their role and your policies allow.
3

Confirm timecard write grants and correction permissions

Employees with timecard write access can submit entries and corrections. Verify these grants match your operational policy — some organizations allow self-correction; others route all corrections through a manager.

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Integration and provider readiness

1

Confirm your launch integration path is truthful

Review what each provider connection actually does at launch: file handoff, reviewed import, provider-gated setup, or live sync into review surfaces. Do not describe a provider as active until credentials, authorization, and a verified adapter are all in place.
Provider readiness in the setup checklist means the connection has no visible issues. It is not proof of live automation until end-to-end verification is complete.
2

Confirm payroll export behavior

Payroll-prep exports are handoff files or reviewed packages — they are not a direct payroll submission. Confirm that your payroll provider or processor has received and can work with the export format Yrka produces.

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Scheduling and timekeeping edge cases (if applicable)

If you are launching scheduling and timekeeping, confirm your setup handles the following scenarios before real shifts begin:
How does the system handle someone who clocks in significantly before or after their scheduled start? Confirm rounding, grace period settings, and supervisor notification behavior.
What happens when an employee never clocks in for a scheduled shift, or clocks in but never clocks out? Confirm missed-clock-out handling and no-show alerts are configured.
If your operation requires tracked breaks, confirm break rules are configured and that employees and managers understand the process.
If clock-in requires a location check, confirm geofence boundaries are set correctly and that employees understand what happens when they are outside the fence.
If you use a shared kiosk device, confirm kiosk credentials are working. Confirm what happens when an employee tries to clock in without a network connection.
Walk through a timecard correction from the employee side and the admin side to confirm the workflow works as expected before the first payroll period closes.

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Billing and account state

1

Confirm billing is active and the plan covers your roster

Verify that your account is in an active or trialing state, your employee count is within plan limits, and you understand the renewal or upgrade path. See Billing and account lifecycle.
2

Confirm the support tier and support path

Know who to contact and through which channel when something goes wrong. Confirm support contact details are documented and accessible to your admin team.

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Final review and handoff

1

Record accepted gaps and their owners

Any checklist item you intentionally skipped or deferred should have a named owner and a next-action target date. Do not hand off the workspace to your team with unresolved gaps and no plan to close them.
2

Complete the go-live review step in the onboarding checklist

Return to /admin/onboarding and confirm the go-live review step. This signals that the workspace has been reviewed and is ready for production use.
This checklist supports launch readiness. It is not a formal compliance attestation, SOC 2 report, uptime guarantee, or legal approval. Yrka’s payroll-prep exports prepare data for your payroll provider — Yrka does not process payroll or file taxes.