Overview: To get your Buddy Punch account set up and ready for payroll, there are three major steps to take outlined below.
Instructions:
Step 1: 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:
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!
Step 2: Start Tracking Time
Once employees are added to Buddy Punch they can login to their account with the username/password provided when set up:
Or you can get them set up on one of our other punch methods which includes the Kiosk (PIN) option:
As well as the QR Code option:
When employees start punching in/out, you'll see their time populate on your dashboard and their time cards.
Step 3: Run Reports for Payroll
When the time comes to process payroll or review employee work hours, we offer many different reporting options which you can find under Reports in the top navigation of your Buddy Punch account.
It's recommended to start with one of these reports that are commonly used for processing payroll:
All of the other reports we offer are detailed here: Overview of Reports
Need help? Use the live chat feature in the bottom right-hand corner or contact [email protected] for quick assistance!