Account Management

Instructions on how to update billing, pay periods, overtime and more.

34 articles in this collection
Written by Rachel

How to Setup Overtime

Step by step instructions on how to specify your overtime type and first day of the workweek.

Written by Rachel
Updated over a week ago

How to Create a Custom Overtime Rule

Step by step instructions on how to create a custom overtime rule.

Written by Rachel
Updated over a week ago

Updating/Changing Pay Period Dates or Frequency

Step by step instructions on how to update or change pay period dates or pay period frequency.

Written by Rachel
Updated over a week ago

Locking/Unlocking Pay Periods

Step by step instructions on how to lock or unlock pay periods.

Written by Rachel
Updated over a week ago

Account Settings

Account Settings Overview

In this article, we'll be going over the different options available on the account settings page.

Written by Rachel
Updated over a week ago

How To Set The Account Time Zone

Step-by-step instructions on how to set your Buddy Punch account time zone

Written by Rachel
Updated over a week ago

How To Change The Business Name On Your Account

Step-by-step instructions on how to change the business name on your Buddy Punch account.

Written by Rachel
Updated over a week ago

Enable Military Time and/or EU Date Format

Instructions on how to enable Military Date and/or EU Date Format.

Written by Rachel
Updated over a week ago

Automatic Punch Out Feature - Hours Worked

Step-by-step instructions on how to set up an automatic punch out based on the number of hours worked.

Written by Rachel
Updated over a week ago

Require An Employee To Stay Punched In/Out For A Specified Duration

Step-by-step instructions on how to specify how long an employee must be punched in/out before they can punch in or out.

Written by Rachel
Updated over a week ago

Enable/Disable Employee Edits

Step-by-step instructions on how to enable or disable employee edits.

Written by Rachel
Updated over a week ago

Enable/Disable Delete Time Off And Punches

Step-by-step instructions on how to enable the option to delete time off and punches.

Written by Rachel
Updated over a week ago

What does Split Shifts at Midnight mean?

An overview of the Split Shifts at Midnight setting.

Written by Rachel
Updated over a week ago

Show/Hide Employee Profile Pictures

Step-by-step instructions on how to show or hide employee profile pictures.

Written by Rachel
Updated over a week ago

How To Enable/Disable Mobile Punches

Step-by-step instructions on how to disable mobile punches.

Written by Rachel
Updated over a week ago

Billing

State Sales Tax

Buddy Punch is required to collect and remit sales tax on your Buddy Punch product subscription in certain states

Written by Rachel
Updated over a week ago

Upgrade/Downgrade Your Plan

Step-by-step instructions on how to upgrade or downgrade your Buddy Punch plan from the Billing page.

Written by Rachel
Updated over a week ago

Update Billing Information

Step-by-step instructions on how to update billing information from the Billing page.

Written by Rachel
Updated over a week ago

View Billing Invoices/Receipts

Step-by-step instructions on how to view billing invoices and receipts from the Billing page.

Written by Rachel
Updated over a week ago

Pause An Account or Process A Seasonal Hold

Step-by-step instructions on how to pause an account or process a seasonal hold.

Written by Rachel
Updated over a week ago

Retry A Failed Payment

Step-by-step instructions on how to retry a failed payment from the billing page.

Written by Rachel
Updated over a week ago

Link Multiple Buddy Punch Accounts

If you have more than one account, we can link them together for easier billing transactions.

Written by Rachel
Updated over a week ago

Buddy Punch Refund Policy

A brief overview of the Buddy Punch refund policy.

Written by Rachel
Updated over a week ago

Cancel Your Account

Step-by-step instructions on how to cancel your Buddy Punch account.

Written by Rachel
Updated over a week ago

FAQ

My credit/debit card number was automatically updated in your system. How is that possible?

Here we'll explain how our credit card processor (Stripe) handles credit card updates.

Written by Rachel
Updated over a week ago

Will my plan automatically upgrade or downgrade when my employee count changes?

Here we'll explain how our subscriptions work.

Written by Rachel
Updated over a week ago

Do you offer a discount for paying annually?

Discounts are offered for paying annually.

Written by Rachel
Updated over a week ago

I accidentally selected an Annual plan instead of a Monthly plan.

If you selected the wrong subscription plan, please contact us for help.

Written by Rachel
Updated over a week ago

Why can't I downgrade my Annual plan?

Here we'll explain how our annual plans work.

Written by Rachel
Updated over a week ago

Do you offer refunds?

An overview of our refund policy.

Written by Rachel
Updated over a week ago

How do I create a shortcut to the Buddy Punch login page on my desktop?

Step-by-step instructions on how to create a login shortcut on your desktop for Buddy Punch.

Written by Rachel
Updated over a week ago

How does California's Overtime (OT) work?

Information about the California Overtime type.

Written by Rachel
Updated over a week ago

Is Buddy Punch a Payroll System?

Buddy Punch offers payroll services along with payroll provider integrations.

Written by Rachel
Updated over a week ago

Do you offer a Spanish version of your software and apps?

Written by Rachel
Updated over a week ago