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 have several employees to add at once, you can instead use the Import Employees option.
1. To add employees with 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 provided is already in use, you will be notified after the upload.
4. Save the file as .csv, then return to the Settings --> Import Employees page. Click the Upload completed 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.
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 it's time to process payroll or review employee work hours, we offer a variety of reporting options 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!