Completing the add person wizard

This article will walk you through adding people to your account. Adding people is done through the uAttend web portal. Once a person has been added, we’ll be able to set them up to clock in/out in various ways. Trust me, it is not as complicated as the steps below make it look! You’ll be a pro before you know it. We'll go over General, Clocking Management, and Preferences.  When adding new employees, keep in mind the limit of your price plan. As an administrator, you can change your price plan anytime in the My Account section. 

General

• Here you will select a person type. In this article, we'll be focusing on Employee profiles. 

• Most of these options are self-explanatory. First name, last name, department, and timezone are the only required sections, but we will review some of the other options down below. 

• Department transfer: This option is used to allow employees to work in other departments. 
• Username/Email Address: These options will allow an employee to clock in via web/smartphone if enabled. 
• Payroll ID: This is an identifier present in reports, this ID can be letters and/or numbers. 

 

Clocking Management

• Clocking management is where you will set up how the employee will clock in. 

• Pin Number: Here, you can assign a 4-digit pin number. This pin will work on all clocks associated with your account.
• Badge Number: If your clock supports RFID clocking, this is where you'll enter the badge/fob number. Only uAttend badges/fobs are supported. 
• Fingerprint IDs: If you have a BN model clock, you can assign a 6-digit fingerprint ID here. You'll use this ID to link your employees' fingerprint templates with their employee profiles. If you have a JR model timeclock you can skip these fields.
• Face ID: If you have an MN model clock, you can assign a 6-digit face ID here. You'll use this ID to link your employees' face templates with their employee profiles. If you have a DR model timeclock you can skip this field. 

 

Preferences

• These are special permissions for your employees to view/edit their timecards. 

• Edit Rights: Here, you can grant your employees permission to edit their own timecards, which means they will be able to fix missed/incorrect clockings. By default, this option is set to view only, meaning an account admin or supervisor would need to make the edits. 
• View Timecard: This grants your employee the ability to view their timecards. They can do this in the web portal/smartphone app, a username and password are required for them to log in.
• Allow Website Clocking/Smartphone Access: These options will allow your employees to either clock in via the website or the smartphone app. These options will require the employee to have a username and email.

Great job! You’ve just added an employee to your account. To add the rest of your employees, we can repeat the steps above. Once you have added all your employees, we can move on to the next article, which will walk us through how to set up your employees to clock in/out.

Click here to learn how to configure clocking methods for your employees.