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 […]
Employee Management
How do I manage employees?
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 […]
How do I setup a salaried employee?
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 […]
Record of Employment (ROE)
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 […]
How to reset an employees late entries
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.
Importing employees via csv
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 […]
How can I find an employee’s last day scheduled or paid?
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
How Do I Add Custom Employee Info?
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. […]
Why can I only add an employee to 1 department even though I’m an administrator?
By default, administrators can manage all departments. However, you can set them up like managers/supervisors and restrict the depts they can manage, an example is here, this person, even though an administrator, would only be able to add/edit an employee into the MANAGEMENT dept. If this is NOT what you want, go to your profile […]
View my Schedule – Hours totals
By default, employees CAN see PAID and ACTUAL hours in their schedule page. If you don’t want them to, check these Employees can see their total hours for the week and month. The column to the left in View My Schedule shows the weekly total of scheduled, actual and approved hours.