Add a new employee using quick add

Contents

Step 4 – If you’re using a Hand Punch clock, web punch, finger print scanner, or PIN system, keep the “use as badge” checked

Step 6 – Enter the employee’s hire date, and select their home department

Additional Information

Other default values: If you’re system is using Timesheets, Labour Levels, or Job Costing, you should also select the default values for your employee. Export to Payroll: If you have temp or agency employees, who get paid from another source, you could select No here. Or if you have salaried employees, who are paid automatically, not based on the hours worked, but you still want them to punch so you can track their hours, you can set them to not export.

Updated on August 8, 2024

Add a new employee using quick add

Step 1 – To add a new employee click the Quick Add Button

Step 2 – Enter in their first and last name

Step 3 – Enter their employee code (this should be unique for each employee, and should match the employee code or number from your payroll system)

Step 4 – If you’re using a Hand Punch clock, web punch, finger print scanner, or PIN system, keep the “use as badge” checked

Step 5 – If you’re using a physical swipe card or proximity fob terminal, uncheck “use as badge” and select or enter the number of the card or fob you are giving to your employee

Step 6 – Enter the employee’s hire date, and select their home department

Step 7 – If you’re using Employee Self Service, add a checkmark here which will create an ESS account for this employee, then choose an ESS profile for them

Step 8 – Select the work rule, you will only see open or timesheet rules here. Scheduling rules will be added later when you create a schedule for your employee

Step 9 – Select the appropriate pay period configuration, holiday schedule, and accruals package

Step 10 – Select whether the employee should be exported to your payroll system. Most employees will have should have a “Yes” here.

Step 11 – Select if this employee is part time or not.

Step 12 – Click Apply and Add another if you’re adding multiple employees, or Add and Close, if you’re only adding this one.

Additional Information

Step 1 – To add a new employee click the Quick Add Button

Step 2 – Enter in their first and last name

Step 3 – Enter their employee code (this should be unique for each employee, and should match the employee code or number from your payroll system)

Step 4 – If you’re using a Hand Punch clock, web punch, finger print scanner, or PIN system, keep the “use as badge” checked

Step 5 – If you’re using a physical swipe card or proximity fob terminal, uncheck “use as badge” and select or enter the number of the card or fob you are giving to your employee

Step 6 – Enter the employee’s hire date, and select their home department

Step 7 – If you’re using Employee Self Service, add a checkmark here which will create an ESS account for this employee, then choose an ESS profile for them

Step 8 – Select the work rule, you will only see open or timesheet rules here. Scheduling rules will be added later when you create a schedule for your employee

Step 9 – Select the appropriate pay period configuration, holiday schedule, and accruals package

Step 10 – Select whether the employee should be exported to your payroll system. Most employees will have should have a “Yes” here.

Step 11 – Select if this employee is part time or not.

Step 12 – Click Apply and Add another if you’re adding multiple employees, or Add and Close, if you’re only adding this one.

Additional Information

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