Overview: To get your Buddy Punch account set up and ready for time tracking, 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 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.
Step 2: Start Tracking Time
Once employees are added to Buddy Punch, they can log in to their account with the username/password provided when they were created:
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 are located 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 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!