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 add your workers one at a time or bulk upload them using the Import Employees option!
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]
Import Employees (CSV)
Administrators can bulk upload many employees at once by importing a CSV file. Once completed, employees are created immediately.
1. To complete a bulk upload, start by clicking Settings --> 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 entered is already in use, when you upload the file, an error will occur indicating the username is taken.
4. Save the file as .csv, then return to the Settings --> Import Employees page. Click the "Click here to upload your completed template." text below the Download Template button, then select the edited .csv file:
5. If you want the new employees to be emailed their login details when the upload completes, check the Send welcome emails box; this is unchecked by default:
6. Click the Submit button.
7. A green notification banner will appear at the top of the screen, letting you know how many employees were successfully uploaded. The reason for any employees who failed to import will be shown in the "Error" column at the bottom of the page:
8. If any employees failed to import, remove the employees that were imported successfully from the template, correct the errors for the employees that failed to upload, resave the .csv, then import the updated file using steps 4-6.
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 Log In: 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
Some Employees Weren't Imported: The reason for any employees who failed to import will be shown in the "Error" column at the bottom of the page. Remove the employees that were imported successfully from the template, correct the errors for the employees that failed to upload, resave the .csv, then import the updated file once more.
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