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Clox

Owner / Admin quick reference

One-page cheat sheet for shop owners running their own payroll. Print it, post it on the wall.

About this role

  • You run the shop from the web app at app.getclox.com: setup, approvals, reports, payroll exports, and billing.
  • Your crew clocks in from their phones. On iPhone they install the app from your TestFlight invite (Android coming soon), or clock in from a phone browser. One tap to clock in and out.
  • Optional: a shared tablet in kiosk mode lets a crew without smartphones punch in with a PIN.

Sunday-night payroll workflow (15 minutes)

  • Open Team → Pending approvals. Approve the week's shifts.
  • Open Reports → Export. Set the date range to the past week. Click CSV.
  • Open QuickBooks (or your payroll provider) → Run Payroll → Import time.
  • Upload the CSV. Review the import preview. Submit.
  • Save the PDF export for records (workers' comp + DOL retention).
  • For a record a client or auditor can verify themselves, export Proof of presence from Reports. It is tamper-evident, so they can confirm it was not edited after the fact.

Monthly tasks

  • Reconcile time-tracking export against QuickBooks payroll register.
  • Save the monthly PDF in your records folder.
  • Review classifications. Anyone whose duties changed this month?
  • 1099 subs: check that every sub paid has a current Certificate of Insurance.

Quarterly + yearly

  • Form 941 (federal payroll taxes, quarterly).
  • Workers' comp audit prep: pull annual report, OT premium broken out.
  • Year-end: W-2s by Jan 31. 1099-NECs by Jan 31. Form 940 annual.
  • Annual: bid vs actual labor analysis by job category.

Settings to review

  • Settings → Shift behavior: auto-clock-out, require project tag, rounding. (Overtime thresholds and lunch deductions are set per-employee on the Team page.)
  • Settings → Notifications: weekly summary, missed clock-out reminders, approval requests.
  • Settings → Subscription: seat count matches actual employees? Annual plan saves 20%.

Support

  • Email: support@getclox.com
  • Docs: getclox.com/docs
  • Blog: getclox.com/blog. Practical guides on overtime, audits, payroll
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