Adding a new employee
To add a new employee please follow the following steps.
At the bottom right of the screen click New Employee
Select Title
First Name
Surname
Payroll Number
Payroll Group
Department
Site
D.O.B
Job Title
Custom filter (If applicable)
Work Schedule
Manager
Work Email
Assembly point
Employment Status
Joining Date
Leaving Date (leave blank)
Fire Marshall (if applicable)
Host visitors (if applicable)
Access group (if applicable)
privilege level
Dependant on what clock you have will depend on your next steps.
For RFID cards or fobs
Insert the serial number from the back of the card of the fob in the box names RFID Card ID once done click apply
Biometric recognition clock
Click apply on the software and take the employee to the physical terminal, once logged into the clock click user management, and then all users
Find the name of the employee from the list and tap on their name.
Click enroll face/finger depending on the device.
Ask the employee to stand in front of the device until the face template is recorded.
Employee web Portal registration
To create an account for the employee web portal please do the following:
click on the employee self service tab.
create a web portal login (username and password)
assign the employee to the correct permissions group or create a new group if required.
if email alerts set up you can email the login details using the button.
click apply/save.
Mobile workforce App
To create an account for the mobile workforce app please do the following:
Click on the employee self service tab
Tick the relevant permissions access for the user in the mobile app options section.
Click apply/save