User Management

Managers: What are they and how do they work?

Managers can have permissions to view or edit a sub-set of employees.

Written by Rachel
Updated over a week ago

How do I change a user's, employees, or manager's username?

Admins set the username for users. You can change this after you setup a user by visiting their profile.

Written by Rachel
Updated over a week ago

Can Managers update billing information or add new employees?

Managers are not able to access account settings and cannot update billing information.

Written by Rachel
Updated over a week ago

How can I delete or remove an employee, manager, or user?

If you delete a user, you lose all of their past history. (Deactivate the user to keep their history)

Written by Eric
Updated over a week ago

How do I add additional managers to my account?

A manager is an upgraded employee who can be given specific permissions over each employee.

Written by Rachel
Updated over a week ago

Upgrading an Employee to Manager and Assigning Employees

You can upgrade an employee to manager status directly from within their profile.

Written by Rachel
Updated over a week ago

Can Manager's see their assigned employees pay amount?

Managers are not able to see their assigned employees pay amount.

Written by Rachel
Updated over a week ago

Adding New Employees

Go to the Employees top navigation to add new employees. Only administrators can add new employees.

Written by Rachel
Updated over a week ago

Adding Administrators or Updating Their Information

You can have an unlimited number of administrator accounts. Those accounts are free with a paid plan.

Written by Rachel
Updated over a week ago

Deactivating or Activating Employees

Step by step instructions on how to activate or deactivate employees.

Written by Rachel
Updated over a week ago

Can I send messages to my employees?

With our push notification/email message feature, you can send messages to all employees or an individual one.

Written by Rachel
Updated over a week ago

Where can I see which Managers are assigned to an employee?

Here we'll explain how to determine which Manager is assigned to an employee.

Written by Rachel
Updated over a week ago

How to create groups of people to select in Buddy Punch.

Here we'll explain how to create a "group" of people.

Written by Rachel
Updated over a week ago

How do I send an email or push notification to an employee?

You can send an email or push notification to an employee from within your Buddy Punch account.

Written by Rachel
Updated over a week ago

How do I add a new employee?

If you need to add new employees, you can do so directly from within your account.

Written by Rachel
Updated over a week ago

What are the character limits and requirements for creating a new employee?

Here are the character limits and requirements for creating a new employee.

Written by Rachel
Updated over a week ago

How can admins or administrators track their own time?

They will need their own employee account.

Written by Rachel
Updated over a week ago

How do I resend the initial email or welcome email to the employee?

You can resend the welcome email right from the app.

Written by Rachel
Updated over a week ago

Can I add in total time per day, or a duration for Salary employees?

Yes, you can setup Buddy Punch where employees submit total hours per day.

Written by Eric
Updated over a week ago

I would like to get an email notification on every punch in or out.

We provide email notifications on punches. You can turn this on or off per account.

Written by Rachel
Updated over a week ago

Can we set different time zones for different employees?

Each employee can be setup with a unique time zone.

Written by Eric
Updated over a week ago

What are Pending Approvals? How do I approve/deny them?

Employees need to request approval to make changes, create punches that are not in real-time, or request time off.

Written by Rachel
Updated over a week ago

What do I do with Terminated Staff to Stop the Employee from Logging in?

When you deactivate an employee, they can't login.

Written by Eric
Updated over a week ago

How do I reset or change a password for an employee?

Admins can set passwords for users directly.

Written by Eric
Updated over a week ago

How do I remove an admin or administrator from my account?

You cannot be logged into an admin account to remove it. Make sure to login from a different account.

Written by Rachel
Updated over a week ago

Approving or Rejecting a Time Card (Administrator)

Step by step instructions on how to approve or reject a time card as a Administrator.

Written by Rachel
Updated over a week ago

Group Punch: How to punch in/out a group of users (Administrator)

Here we'll explain how to punch in and out a group of users using the group punch option.

Written by Rachel
Updated over a week ago

Enabling or Disabling Employee Edits

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

Written by Rachel
Updated over a week ago

Where can I view which device was to punch in or out?

If you'd like to view which device your employee used when they punched in or out, you can do this by visiting their time card.

Written by Rachel
Updated over a week ago

I'd like an employee to be punched in for a certain amount of time before they can punch out.

Here we'll explain how to restrict how frequently an employee can punch time.

Written by Rachel
Updated over a week ago

I'd like an employee to be punched out for a certain amount of time before they can punch in.

Here we'll explain how to restrict how frequently an employee can punch time.

Written by Rachel
Updated over a week ago

Adding, Editing, or Deleting Punches as an Administrator or Manager.

Step by step instructions on how to add, edit, or delete punches as an Administrator or Manager.

Written by Rachel
Updated over a week ago

Where are 'notes' located? How do I view notes?

Notes can be entered on each punch and viewed by employees, managers, and administrators.

Written by Eric
Updated over a week ago

Can I delete a punch?

Shifts can be deleted by admins or managers with "Approval" access.

Written by Eric
Updated over a week ago

How do I edit an employee's Time Off?

Here we'll show you how to edit an employee's Time Off.

Written by Rachel
Updated over a week ago

Approving, Denying or Editing Time Off As An Administrator (Web)

Step-by-step instructions on how to approve, deny or edit time off for your assigned employees from the app.

Written by Rachel
Updated over a week ago

How do I find out the Time Off used by an employee for a specific time period?

Here are instructions on how to find out how much Time Off an employee used during a specific time period.

Written by Rachel
Updated over a week ago

Where do I manage the time off for each employee?

Time Off can be seen and managed on an employee profile.

Written by Eric
Updated over a week ago

As a Manager or Administrator, how can I check an employees Time Off Summary in app?

Employee Time Off Summaries can be viewed by visiting the Time Off page.

Written by Rachel
Updated over a week ago

How do I edit Time Off from the app?

Here we'll explain how to edit Time Off from the time card page.

Written by Rachel
Updated over a week ago

Create Time Off & Add it to the Calendar

Step by step instructions on how to create time off types and add time off to the calendar.

Written by Rachel
Updated over a week ago

How do I delete Time Off?

To delete Time Off, you'll first need to enable the option within your Account Settings.

Written by Rachel
Updated over a week ago

Automatic Punch Out Feature

Automatic punch outs can occur after an employee has worked a certain amount of hours and minutes or at the end of their shift.

Written by Rachel
Updated over a week ago

Initiating/Reviewing Trades & Covers as an Administrator (App)

Step-by-step instructions on how to initiate or reviewing trades and covers as an Administrator.

Written by Rachel
Updated over a week ago