As Timerack grew, so did the complexity of its client onboarding process. The team was in search of a solution that could scale with their growth, enhance operational transparency, and streamline integrations. With Setuply, Timerack not only met these needs but also revolutionized their onboarding approach—effectively doubling their capacity while empowering both their team and their clients.

  The Customer

Timerack specializes in time and attendance software solutions for staffing companies and businesses with complex workforce management needs. Known for its responsive support and tailored implementation process, Timerack delivers tailored solutions that simplify timekeeping, attendance tracking, and workforce compliance.

  The Challenge

With its expanding client base, rapid growth brought new opportunities—and new complexity—in its onboarding process. Their existing tools, while functional, limited their ability to seamlessly integrate and communicate across different stages of client engagement. This led to the need for a robust solution that could integrate seamlessly into their operations, enhance stakeholder communication, and maintain the agility required to respond to client needs.

  The Solution

Setuply enhanced Timerack’s operational framework through the integration of advanced automation and real-time visibility. The platform provided a unified space for collaboration, offering comprehensive visibility and enhanced flexibility. This enabled Timerack to empower its clients, giving them an active role in managing their own journey.

  The Result

Setuply revolutionized Timerack’s onboarding operations, empowering them to double their monthly onboarding capacity, strengthening collaboration, and introducing a structured yet adaptable system that scales. Setuply’s comprehensive integrations and roadmap have positioned Timerack for expansive, all-in-one operational growth.

Scaling Success: Advancing Timerack’s Efficiency

As Timerack expanded, the demand for a more scalable and transparent onboarding process became crucial. Initially, their system, which utilized spreadsheets and emails, effectively supported their needs. However, as client volume and workflow complexity increased, Timerack recognized the necessity for a more advanced approach.

“Clients would receive emails for documents and next steps, but we had to reach out constantly to schedule training, send reminders, and follow up on tasks,” noted Danielle Dolphin, Customer Support Manager and Marketing Advisor at Timerack. “It became a game of tag that slowed everything down.”

Timerack recognized the opportunity to elevate its onboarding experience—internally and externally—by moving toward centralized visibility, team-wide collaboration, and a client-driven journey. To stay ahead of demand while maintaining the high-touch service it’s known for, the company began searching for a solution designed for scale.

A Platform That Gives Everyone a Seat at the Table

Setuply’s onboarding and client lifecycle management platform gave Timerack the structure, flexibility, and visibility it was missing. It introduced project templates, task automation, and cross-team collaboration solutions that kept everything in sync.

“Clients now see exactly what they need to do and by when. It’s no longer us chasing them—Setuply puts them in the driver’s seat,” Dolphin shared.

Internally, Setuply unlocked a new level of efficiency. Tasks can be assigned to multiple roles, so nothing gets stuck when someone’s out. Everyone on the team—from onboarding specialists to leadership—can track progress in real time, helping the company stay agile in busy seasons.

Setuply’s HubSpot integration further accelerated operations. Projects are now generated automatically based on client inputs, eliminating repetitive data entry and ensuring onboarding kicks off without delay. Teams can adjust projects for unique client scenarios—without altering the master template—making it easy to respond to last-minute changes or merged accounts.

Results That Fuel Growth and Elevate Experience

With Setuply, Timerack unlocked the ability to scale faster—without compromising the personalized, high-touch service their clients rely on. 

This growth has enabled Timerack to bring more clients through the door, accelerate time to value, and continue scaling the business with confidence.

“Setuply is one of the best platforms I’ve ever used,” Dolphin said. “It’s like the Setuply team put themselves in the shoes of someone who has a million things to do—because that’s exactly who it’s built for.”

Setuply didn’t just help Timerack do more—it helped them do it better. Clients are now engaged collaborators throughout onboarding, with full visibility into timelines and tasks. Implementation is faster, and there’s more trust and accountability from day one.

Internally, the team has gained the structure and efficiency needed to manage higher volumes while still delivering tailored support. With seamless integrations, flexible project templates, and real-time visibility, Timerack is better positioned to serve existing clients, onboard new ones faster, and maintain the operational excellence that sets them apart in a competitive industry.

And they’re just getting started. With plans to expand into case management and billing, Timerack is building toward a fully connected, all-in-one experience powered by a platform that grows with them.

“We’re technically a client of Setuply, but it feels more like an extension of our team,” Dolphin added. “It’s exactly how we want our clients to feel with us.”