Map Job Types and Daily Activities for KanTime

Let’s get started 🚀

Step 1: Log in to your agent dashboard and click More > Global Settings as shown in the screenshot below.

Step 2: Scroll tabs to the left and click the Backup Care Assistant tab.

Step 3: Click the Accounts option to expand its details.

Step 4: Click the pencil icon corresponding to your KanTime Account to open the settings.

Step 5: Scroll down to the Input a list of job types when creating a client field and click the “+” button.

Step 6: Enter the job type(s) you want to map for client creation in KanTime.

You can also edit or update the job types as needed.

Step 7: In the same way, add the daily activities you want to map for client creation in KanTime.

Step 8: Scroll down and click the Submit button to save your changes.

Map job types and daily activities for KanTime to ensure the correct options are available when creating a new client. These mappings help standardize client setup and ensure accurate data is reflected in KanTime.