User Management

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

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43 articles in this collection
Written by Eric and Rachel

Add Salaried Employees

Step-by-step instructions on how to add salaried employees.
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Written by Rachel
Updated over a week ago

Change A Manager/Employee Password

Step-by-step instructions on how to change a manager or employee's password.
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Written by Rachel
Updated over a week ago

Managers: What are they and how do they work?

Managers can have permissions to view or edit a sub-set of employees.
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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.
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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.
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Written by Rachel
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.
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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)
Rachel avatar
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.
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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.
Rachel avatar
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.
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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.
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Written by Rachel
Updated over a week ago

Deactivating or Activating Employees

Step-by-step instructions on how to activate or deactivate employees.
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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.
Rachel avatar
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.
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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.
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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.
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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.
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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.
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Written by Rachel
Updated over a week ago

How can admins or administrators track their own time?

They will need their own employee account.
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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.
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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.
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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.
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Written by Rachel
Updated over a week ago

How To Set Time Zones On A Per-Employee Basis

Step-by-step instructions on how to set time zones on a per-employee basis
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Written by Rachel
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.
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Written by Rachel
Updated over a week ago

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

Admins can set passwords for users directly.
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Written by Eric
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.
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Written by Rachel
Updated over a week ago

How Do I Remove An Admin Or Administrator From My Account?

Step-by-step instructions on how to remove an administrator from an account.
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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.
Rachel avatar
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.
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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.
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Written by Rachel
Updated over a week ago

Add Holiday Time To Employees

Step-by-step instructions on how to add holiday time to select or all employees at once
Rachel avatar
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.
Eric avatar
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.
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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.
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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.
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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.
Rachel avatar
Written by Rachel
Updated over a week ago