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.
Import Employees (CSV)
Administrators can bulk upload many employees at once by importing a CSV file. Once completed, employees are created immediately.
1. To complete 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 entered is already in use, when you upload the file, an error will occur indicating the username is taken.
4. Save the file as .csv, then return to the Settings --> Import Employees page. Click the "Click here to upload your completed template." text below the Download 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.
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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.