Overview: As many of the features in Buddy Punch are user-specific, one of the first things you want to do after creating a new account is add your employees. You can either manually add your workers or do a bulk upload with the assistance of the Buddy Punch team!
Instructions:
Add Employees
Add Employees
1. To add employees, start by clicking Employees in the top navigation. Once on the Employees page, click the +Add a New Employee button:
2. On the Add a New Employee page, you'll be required to enter certain details such as:
First and Last Name
Email address (you can use your own if the employee doesn't have one)
Username and Password (this is what employees use by default to access the system)
3. After you've entered all the necessary details for the employee, click Save to complete the process or click Save & Add Another to add more employees.
Username taken? Usernames are shared across Buddy Punch, so it's likely the username you're trying to enter is already in use by another customer. Please try another username. Unless it's an email, then please contact [email protected]
Bulk Upload
If you need assistance with bulk uploading workers, the Buddy Punch team can help!
1. To request assistance with a bulk upload, start by clicking Settings, then Import Employees:
2. Click Download template to export the upload file.
3. Once the download completes, open the file and fill out all necessary details. This includes:
Username
First name
Last name
Email Address
Password
Timezone
Note: Buddy Punch usernames need to be unique across all users in the system. If a username you've provided is already in use, our Support team will follow up with you to confirm an alternative.
4. Once all the data has been filled out, use the Click here to upload your completed template button to send your file over to the Support team:
5. Our Support team will review the file to ensure that we have all the information we need. After our review, we will follow up with you via email to confirm when you would like Welcome Emails to be sent, and any additional information we may need for the upload.
6. After we have all the information we need, we'll move forward with the upload. Once it completes, we will follow up with you via email to let you know.
Common Issues
When adding employees, here are some common issues that you might run into and how to resolve them:
Username Already Taken: Usernames are shared across Buddy Punch. If you're getting an error that the username is already taken, it's likely the username you're trying to enter is already in use by another customer. It's recommended to try another username, unless it's a unique email, in which case please contact [email protected].
Employee Doesn't Have Email: If the employee you're trying to add doesn't have an email, you can use your own or any other for them, as it's the username/password you specify that the employee will use to log in to their account.
Newly Added Employee Didn't Get Welcome Email: If you added an employee under their email, but they haven't received the Welcome Email with their details, it could be getting sent to Spam or filtered. It's advised to have the worker check there first. If they still aren't able to locate it, please contact [email protected] for further assistance.
Newly Added Employee Can't Login: If an employee is attempting to log in for the first time with the default password provided and is having issues, it's advised to temporarily provide them with an easy password, so they can gain access to their account and update the password accordingly. Information on changing an employee's password here: Change Password
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