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How to Add New Employees

Step-by-step instructions on how to add new employees to your Buddy Punch account, including character limits and additional resources.

Updated over a week ago

Overview: This article provides a comprehensive guide on adding new employees to your Buddy Punch account. It covers character limits for employee information and provides detailed steps to add employees through the Buddy Punch interface.

Important! Only Administrators can add new employees from our website. Managers are not able to add new employees, as doing so can impact billing.

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Character Limits

When creating a new employee, please keep the following character limits & requirements in mind:

First Name: Can include letters, numbers, and spaces. A minimum of one character is required and there is a limit of 50 characters.

Last Name: Can include letters, numbers, and spaces. A minimum of one character is required and there is a limit of 50 characters.

Email: Emails are required for each employee. If an employee doesn't have an email, an Admin can use their own or any other email. Emails are typically only used in the event an employee needs to reset their password - it is not used to access their account.

Username: Can include letters, numbers, special characters, and spaces. A minimum of one character is required, and there is a limit of 100 characters.

Password: Can include letters, numbers, special characters, and spaces. Must include at least one letter. A minimum of 6 characters is required, and there is no character limit.

Employee ID: Can include letters, numbers, special characters, and spaces. A minimum of one character is required, and there is a limit of 50 characters.


Add a New Employee

Start by clicking Employees in the top navigation and then once on the Employees page, click the +Add a New Employee button:

Enter, at a minimum, the workers:

  • First and Last Name

  • Email Address (You can use your own or any other)

  • Username and Password (What the employee will use to access their account)

Click Save & Add Another, to add another worker or click Save to be taken to the newly added workers profile:

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.

After being added, the worker will be emailed a welcome email which will contain their login details and instructions.


Bulk Upload

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.


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FAQs

Q: Can Managers add new employees?

A: No, only Administrators can add new employees, as doing so can impact billing.

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