User Management

Tips on how to manage employees time, time off, schedules and availbility.

21 articles in this collection
Written by Eric and Rachel

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 this week

Time Tracking

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 this week

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

Time Off

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

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

Scheduling

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