People

    After setting up departments you will add people to your Citadel account. The People menu allows you to create, modify or archive any person you wish.

    Adding New People

    To add a person, follow these steps:

    1. Click People from the main menu.

    2. Click the + Add New link.

    3. In the First Name field, enter the person's first name.

    4. In the Last Name field, enter the person's last name.

    5. In the Time Zone field, select the time zone the person works in.

    6. In the Role field, select the type of person you wish to add: Employee, Supervisor, or Administrator.

    7. To assign the user to a department, select the user's home department from the Home Department drop-down menu.

    8. Click Next to continue adding user information.

    Add_User_1.png9. Enter person's contact details and click Next.Add_User_2.png

    10. If person will use a PIN code or Badge, select PIN or Badge from the ID Type field then enter the correct number in the ID Number field.

    11. If person will use Web Punch, enter their login username and password into the Username and Password fields.

    Add_User_3.png

    12. Click Next to continue adding user information.

    13. Enter person's payroll details and click Save.

    Add_User_4.png

    Archive a Person

    You can remove people from your account, but they will be archived rather than permanently deleted from the system. To archive a person, follow these steps: 

    1. Click People from the main menu.

    2. Select the person's name from the list.

    3. Click on any field to edit the person's information.

    Remove_User_1.png

    4.Click the Status field in the Personal tab

    5. From the drop-down menu, select Archived then click Save.

    Remove_User_2.png

    The person is now removed from the active people list and will appear in the archived users list.

     

    Unarchive a Person

    1. Click People from the main menu.

    2. Select the person's name from the list.

    3. Click on any field to edit the person's information.

    4. Click the Status field in the Personal tab

    5. From the drop-down menu, select Active then click Save.

    The person is now back in the list of active people. 

    Adjusting Accrual Balance can be an essential aspect of tracking employee hours correctly. To adjust an accrual balance, follow these steps:

    1. Click on People under the Organization tab.

    2. Select the employee who's balance needs an adjustment.

    3. Select Job and scroll down to the Balance Cards.

    Accrual_1.png

    4. Select the Add or Subtract button on the Balance Card

    Accrual_2.png

    5. Choose Adjustment Type along with the Hours to add or subtract.

    6. Select Cancel to leave the adjustment mode without making any changes.

    7. Select Save to save the changes to the Hours Available

    8. The total adjustment amount will also be visible from the time card under the Accrual Summary Report

    Accrual_3.png

    Note: Adjustments are not accumulative. Each new edit will override the previous adjustment. 

    Profile pictures can be attached to employees, supervisors, and administrators in Citadel. Profile pictures can be easily edited from a person's profile. To add a profile picture to a person, follow these steps: 

    1. Click People from the main menu.

    2. Select the person's name from the list.

    3. Click on the field with the person’s initials or existing picture in the top left of their profile to edit.

    User_Picture_1.png

    4. Browse to a picture and select it as the person’s profile picture.

    5. Using the mouse, crop the image to the preferred size and click Save.

    User_Picture_2.png

    6. To delete an existing profile picture click on the delete button on the top right of the picture.

    User_Picture_3.png