Users

    You can now create employees from the master console and assign the employees to multiple clients that exist in your account. Now you can easily create one employee and assign them to multiple client accounts instead of logging into each client account to add them individually. Employee details that may differ across client accounts such as hourly rate or payroll ID can be configured for each individual client account.. 

    1. Login to your master console, and locate the Users tab from the side navigation and click Employees.

    2. The employee page shows list of all existing employees across all client accounts. The following data is available:
      • Employee Name
      • Last Punch
      • Client Account
      • Punch Type
      • Date and Time

    3. Click Add to create a new employee.

      1. Click Edit to configure existing employees.

    Add Employee Step 1 - Overview

    1. First Name: Enter the first name of the employee. This field is required.

    2. Last Name: Enter the last name of the employee. This field is required.

    3. Email: Enter the email address of the employee.

    4. Phone: Enter the phone number of the employee.

    5. Timezone: Select a time zone for the employee. This field is required.

    6. Role: By default, will be employee. You cannot currently change the role as you can only add employees from the master console. 
      • To create admins or supervisors, login to your client account.

    7. Status: By default, will be active. This field is required.
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    8. After filling out the information, click next located on the top right corner.

    Note

    • Fields listed above are considered what we call global attributes. This means that these fields are shared across all client accounts this employee is assigned to.
      • While employee details such as payroll ID or hourly rate that may differ across client accounts, global attributes will remain the same.
      • This means that any updates to these field from the master console or even client accounts, will update the master console and all client accounts associated to the user
      • Other employee attributes that may differ can be configured at the client level and updates to these attributes will only affect the client account.

     

    Add Employee Step 2 - Assign Employee

    1. On this step, you can assign employees to multiple client accounts. The page will list all the active client accounts in your master console.

    2. To assign a employee to a client, click the dropdown where a list of all active department for the selected client will show.

    3. Once you select a department for the employee, the client will then be assigned.
      • All employees added to a client account must have a department.
      • You can only select one department.

    4. You can repeat this process as many times as you want for other client accounts.

    5. Once the employee is created, the employee will be added to all the client accounts you selected with the information you provided in step one and the home department you selected in this step.

    6. When you are done assigning the employee to client, click next.

    Add Employee Step 3 - System Access

    The system access page allow you to create the following:

    1. Username/Password: Employees will be able to log into their web portal using their username and password. Actual access to view time card or web punch through the web must be configured at the client level.

    2. Badge Number: Allows employees to authenticate with a RFID badge. Used to authenticate if punching through time clock.

    3. PIN Number: Allows employee to authenticate using a pin number. Used to authenticate if punching through time clock.

    4. Fingerprint: While you can't add a fingerprint through the web, once the employee is created, you can add a fingerprint through the time clock. Once added, an employee can authenticate via fingerprint. You will be able to see whether a fingerprint is added or not on the edit employee flow.

    5. Click Create to add the employee.



    Note: The fields listed above are also considered global attributes. This means that these fields are shared across all client accounts this employee is assigned to.

    • While employee details such as payroll ID or hourly rate that may differ across client accounts, global attributes will remain the same.
    • This means that any updates to these field from the master console or even client accounts, will update the master console and all client accounts associated to the user
    • Other employee attributes that may differ can be configured at the client level and updates to these attributes will only affect the client account.

    Edit Employee

    Edit employee follows the same flow as add employee. As mentioned above, any edits to global attributes that are saved from the master console will update all client accounts associated to that user.