Overview

Add your employees and manage their information to make sure their profiles are configured to fit your needs. In addition to their contact information, your employees’ profiles contains their assigned schedules, positions, and wage information.

You can also edit an employee’s information from your iOS device or Android device.

Considerations

• Supervisors can edit employees’ profiles who are assigned to their same schedules.
• If you set up time clock terminals on iPads, make sure your employees are assigned employee IDs. Employees can view their employee ID on their mobile app.
• If you need to add multiple employees, you can speed up the process by importing employees from a spreadsheet.
• If you would like to add a previously archived employee, check out Reactivating Archived Employees.

Add an employee

1. Hover over , then select  Employees.

2. In the top-right corner of the screen, click Add Employee.
   The Add Employee window appears.
3. Add the employee’s contact information:
   1. First Name and Last Name are required.
   2. If you want to invite the employee now, add their Email Address, Mobile Number, or both.
   3. Set the employee’s access level using the Role menu.
   4. Set the positions the employee is qualified to work using the What Position(s) Does This Person Work? menu.
4. (Optional) If your account has multiple schedules, use the Schedules tab to assign the employee the schedules where they’ll work.
5. (Optional) If you use the Labor Budget on the Scheduler (or you use Time Clock & Attendance), add the emloyee’s wage information on the Hourly Rates tab.
6. (Optional) Use the Advanced Details tab to set extra info. You might want to do so if:
   • You use Time Clock & Attendance and need to set an Employee ID
   • You want the employee hidden from the schedule
   • You want to give a Supervisor or Manager additional access
7. Add the employee:
   • If you added an email address or a mobile number, click Add & Invite Employee. The employee is immediately sent a notification asking them to register.
   • If you didn’t enter an email address or mobile number, click Add Employee instead.

Edit an employee

1. Hover over , then select  Employees.

2. Click on the name of the employee you’d like to edit.
   The Edit Employee window appears.
3. Make the necessary changes. For more information on editing an employee’s information, see Employee details reference.
4. When you’re finished, click Save Employee.

Employee details reference

If you’re adding a new employee or editing an existing employee, you can modify the details in their profile.

Employee Details

Schedules

If you have multiple schedules set up, use the Schedules tab to assign the employee to the schedules where they will be working.

Hourly Rates

If you’d like to view labor costs while you make the schedule, or if you’re using Time Clock & Attendance to track employees’ hours, set up pay rate information on the Hourly Rates tab.

Log/Notes

If you want to add miscellaneous notes about the employee, click the Log / Notes tab. There is no character limit, so feel free to input as many notes as you’d like.

Advanced Details