Adding Employees
Adding employees to your system is the first step in tracking their time and managing their schedules. Each employee needs a profile with essential information.
Creating New Employee Profiles
-
Navigate to Employees Page
- Go to Dashboard → Employees
- Or click "Employees" in the navigation menu
-
Click "Add Employee"
- Look for the "Add Employee" or "+ Add Employee" button
- Usually located at the top of the employees list
- Opens the employee creation form
-
Fill in Required Employee Information
Personal Information:
- First Name (Required): Employee's first name
- Last Name (Required): Employee's last name
- PIN (Required): 4-digit PIN for kiosk check-in/check-out
- Must be unique within your organization
- Employees will use this to clock in and out
- You can generate a random PIN or create one manually
- Make sure employees know their PIN
Employment Details:
- Employment Type (Required): Select from your configured employment types
- Full-time, Hourly, or Daily
- Determines how payroll is calculated
- Department (Optional): Assign employee to a department
- Helps organize employees
- Can be changed later
- Status (Required): Active or Inactive
- Active employees can check in/out
- Inactive employees cannot use the kiosk
Compensation Information:
- Salary (For Full-time): Annual or monthly salary
- Hourly Wage (For Hourly): Rate per hour
- Daily Wage (For Daily): Fixed rate per day
- Paid Vacation Days (Optional): Number of paid vacation days per year
- Can use organization default if configured
-
Save the Employee
- Click "Save" or "Create Employee"
- The employee is added to your system
- You'll see a confirmation message
Required Employee Information
Essential Fields:
- First Name
- Last Name
- PIN (4 digits, unique)
- Employment Type
- Status (Active/Inactive)
Optional but Recommended:
- Department assignment
- Salary/Wage information
- Paid vacation days
PIN Requirements:
- Must be exactly 4 digits
- Must be unique within your organization
- Cannot be changed easily (for security)
- Employees need to know their PIN
For complete information about PINs, including requirements, best practices, security, and troubleshooting, see Understanding PINs.
Assigning Departments
Why Assign Departments:
- Organizes employees by work area
- Helps with scheduling and filtering
- Enables department-specific reports
- Makes employee management easier
How to Assign:
- Select a department from the dropdown
- You can leave it unassigned if needed
- Can be changed later
- Employees can be moved between departments
Department Options:
- Select from your configured departments
- Or leave as "No Department"
- Can filter employees by department later
Setting Employment Types
Employment Type Options:
- Full-time: Salary-based employees
- Hourly: Paid by the hour
- Daily: Fixed daily rate
Why It Matters:
- Determines payroll calculations
- Affects overtime calculations
- Used in cost tracking
- Important for accurate reporting
Selecting Employment Type:
- Choose from your configured employment types
- Each type has different pay structures
- Can be changed later if employment status changes
Adding Salary Information
For Full-time Employees:
- Enter annual or monthly salary
- Used to calculate hourly rates
- Important for payroll calculations
For Hourly Employees:
- Enter hourly wage rate
- Used directly for payroll
- Can be updated as wages change
For Daily Employees:
- Enter fixed daily rate
- Used for daily payroll calculations
- Consistent regardless of hours worked
When to Add:
- Can be added when creating employee
- Or added later in employee profile
- Required for accurate payroll calculations