Overview

Add users and manage their information to make sure their profiles are configured to fit your needs. In addition to their contact information, your user’s profiles contain their assigned schedules, positions, and wage information.

You can also edit a user’s information from your iOS device or Android device.

Considerations

• Supervisors can edit user’s profiles who are assigned to their same schedules.
• If you set up time clock terminals, make sure your users are assigned employee IDs. Employees can view their employee ID on their mobile app.
• If you need to add multiple users, you can speed up the process by importing users from a spreadsheet.
• If you would like to add a previously archived user, check out Reactivating Archived Users.

Add a user

1. Hover over , then select Users.

2. In the top-right corner of the screen, click Add.
   The Add User window appears.
3. Add the user’s contact information:
   1. First Name and Last Name are required.
   2. If you want to invite the user now, add their Email Address, Mobile Number, or both.
   3. Add an Employee ID to be used with Attendance
   4. Including a Start Date will sync with any Time Off Accrual Policies that you have set up.
   5. Set the user’s access level using the Role menu.
   6. Setting the Employment Type will impact if this user’s hours will calculate Overtime or not.
4. Use the Assignments tab to assign the user to Schedules, Positions, and Tags.
   
5. Add the user’s wage information on the Wages tab.
   
   1. Here you can add a Base Hourly Rate of pay for the user
   2. You can also add a pay rate for each position the user works
   3. Set a Max Hours to help keep on top of budgets
6. Use the Time Off tab to set up any time off balances for the user and see any accrual policies they are enrolled in.
7. Use the Advanced Details tab to set extra info. You might want to do so if:
   • You want the user hidden from the schedule
   • You want to allow the user access to edit their own timesheets
   • You want to give a supervisor or manager additional access
   • You want to disable attendance alerts for this user
8. Click Add User.

Edit a user

1. Hover over , then select Users.

2. Double click on the name of the user you’d like to edit.
   The Edit User window appears.
3. Make the necessary changes.
4. When you’re finished, click Save User.

User details reference

If you’re adding a new user or editing an existing user, you can modify the details in their profile.

User Details

Assignments

Wages

If you’d like to view labor costs while you make the schedule, or if you’re using Time Clock & Attendance to track worked hours, set up pay rate information on the Hourly Rates tab.

Time Off

Log/Notes

If you want to add miscellaneous notes about the user, click the Log / Notes tab. There is no character limit, so feel free to input as many notes as you’d like.

Advanced Details

Search user list

Use the left sidebar to search for specific users.

1. Click the search bar.
2. Type the name of the user you want to find. The list is filtered to your search criteria automatically.

Filter user list

Use the left sidebar to filter users based on roles, positions, tags, and schedules.

1. Click next to roles, positions, tags, or schedules.
2. Click the next to the specific entity to deselect it.