To setup a manager/supervisor Go to EMPLOYEES Find the employee, click EDIT On the GENERAL tab, set their SECURITY SETTING to manager or supervisor Change to the DEPARTMENTS tab, check off they are a manager/supervisor and pick the departments they manage

Passwords are one-way encrypted and cannot be viewed in the system. But you can change them, to do this Go to EMPLOYEES Find the employee, click EDIT On the GENERAL tab, click SET PASSWORD Enter the new password Click SAVE

To upload an employee’s picture: Go to EMPLOYEES Find the employee, click EDIT On the general tab, click UPLOAD PICTURE Click the CHOOSE FILE button Find the file on your computer and select it Once picked, the filename will show, click UPLOAD The file will upload (this might take a few seconds) and back in […]

To add a new employee: Go to EMPLOYEES Click the green ADD button Complete the forms fields with the red * beside them, ex Payroll/punch code Name Security level Primary department If this employee will be a manager/supervisor, ensure you pick off the departments they will schedule Payroll – Used for report filters. By default […]

If you have salaried employees, meaning they need to show on the schedule but not clock in and out (and typically you don’t export their hours to payroll), set them up as follows:   Go to the employee and click EDIT Under the PAYROLL tab, set them to “Salaried” To not require punching, click the […]

When an employee leaves or you need to provide official documents related to an employee’s record of employment (ROE), you can now download them from the site.   The file will contain Schedule recap (scheduled, actual and paid hour total by week) Schedule detailed (scheduled, actual and paid hours by day) Absence recap (number per […]

To reset the number of late entries for an employee: Go to the employee’s profile  and choose the scheduling tab. You can reset by clicking the desired Go button.

A csv is a file name of a spreadsheet. you can output a spreadsheet as a csv. (comma separated values ) Add the headings and below to the spreadsheet add the employee’s info into a spreadsheet on Microsoft Excel or whichever spreadsheet you choose. employee name last name employee code employee password department name Their […]

To find the last day an employee was scheduled or paid: Search for the employee under EMPLOYEES (if they are no longer employed, change their status). Click the employee’s name In the popup, left side you will see the information

To add Custom Employee info like, medical conditions, Driver’s license, or anything else you need go to: Manage My Business » Business Settings » Manage User Defined Fields , and click ADD to create a section to collect custom employee information.   Select the desired input type, Name, section and any options or selections.    […]