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 bulk uploading workers, the Buddy Punch team can help! Start by downloading the Employee List template here: My Employee List
Once you've filled out the Employee List, you can send it to the Buddy Punch support team by email at [email protected] or by using the live chat option which can be found in the bottom right hand corner of the Buddy Punch website, and if logged into an Administrator account, the bottom right-hand corner of that!
Important: When you submit the upload to the Buddy Punch team, please let them know if you want the Welcome Email to go out right away, or if you'd like to schedule it for a later date. The Welcome Email contains the employees login username/password.
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 still nothing, 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