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Leaving Excel behind: switching to digital time tracking in five steps

Switching from Excel and paper to a digital solution works in five steps: take stock, define rules, prepare master data, set up with help, and run one month in parallel. After that, everything is in one place.

Why switching is worth it

Excel is a good start. As the team grows, projects, absences and expenses are added, and the spreadsheets grow with them. A digital solution brings everything together: record time, approve holiday, review expenses and run payroll, all with one shared set of data.

The result is a calmer month-end close and a team that enjoys working with the system.

The path in five steps

The five steps guide you through the switch. Each one is manageable.

Step 1

Take stock

Which Excel files, notes and emails exist for time, absences and expenses?

Step 2

Define rules

Note down working time templates, holiday rules and public holidays.

Step 3

Prepare master data

Employees enter their data in the portal themselves.

Step 4

Set up with help

Use the new customer webinar, training and the master data service.

Step 5

Run in parallel

Compare for one month, then switch to the new system.

How 2getHR supports you

The monthly webinar for new customers, the training for administrators and the master data service help you get started. Employees enter their data in the portal themselves.

Try 2getHR free for 30 days.

Frequently asked questions

How long does the switch take?

That depends on the team size. One month of parallel operation is a good timeframe.

Can I transfer my data?

Your team enters the master data in the employee portal, and if needed the 2getHR team helps with the setup.

Make your team's everyday work easier

Try 2getHR free for 30 days. We're happy to help you get started, in the webinar or in training.