finish line implementation checklist

Accessing the Finish Line Implementation Checklist in Your Success Center

The Finish Line Implementation Checklist is an interactive guide to help you implement the new Finish Line feature seamlessly. You'll find a comprehensive list of all relevant articles below. 

An interactive version of this Finish Line Implementation Checklist is in your personal Success Center. 

Click the blue heart icon in the bottom right corner of your screen:

The checklist in your Success Center is designed to help you track your setup process:

• Each list item leads directly to a helpful article from our Knowledge Base
• You can check off items that have been completed
• Other team members with administrative access to your Impact Suite will see the checklist as well as the progress of any completed items

If you are not seeing the Finish Line Implementation Checklist in your Impact Suite, please reach out to support@americalearns.net.

Implementing the Finish Line Feature

The checklist below is a written version of the checklist in your Impact Suite

Initial Set Up
	what is finish line? (and timesheet glossary)
	update admin roles
	archive and edit timesheet positions
Timesheet Template - The Basics Section
	review active timesheet positions on your template
	review and update your Time Off Reasons
Timesheet Template - Finish Line Section
	enable finish line
	choosing how finish line status is monitored
	select the timesheet positions to monitor
	define finish line thresholds (ahead, behind, and really behind)
	to 'buffer' or not to 'buffer'
Timesheet Template - Time Off Calendars Section
	create time off calendars
Timesheet Template - Save & Launch
	saving your timesheet template & enabling the launch
Reporter Management
	best practice: make timesheet settings required upon enrollment
	assign reporters to personalized timesheet settings (one-by-one)
	assign reporters to personalized timesheet settings (en masse with Excel)
	check your reporters' statuses to make sure everything looks right