Add a Single User

1. Click Add New User in the left menu.
2. Fill out the user’s basic information. The First and Last Name fields as well as the Email Address field are required, while Job Title is optional but can be used in reports as a grouped item.
   • Users use their email address as their user ID.
3. Choose the user’s classification (employee, contractor, volunteer, student, or other).
4. Select the type of employee this user will be (hourly or salaried). Things to consider:
   • Employees designated Hourly will, by default, record regular time that can be used in payroll calculations for overtime. If you have salaried employees that accrue overtime, you should categorize them as Hourly.
   • The “By Hours Worked” accrual method only applies to employees categorized as Hourly.
5. Choose the user’s time zone and daylight savings setting.
6. Select the user’s access level.
   • Employees have the least access of any user. They only have access to their own information.
   • Supervisors are mid-level users with flexible permission settings (see our “Permissions Page – Supervisor Settings” article for more information).
   • Account administrators are the highest-level users in the account and have unrestricted access to data.
7. The Reports to selection is required for employee and supervisor level users.
8. The Select which features this employee will have access to section controls which features will be enabled for this user. Only features which have been enabled at the company-wide level will be available for selection here.
9. Choose whether you would like the system to send an automatic welcome email with a password link and first-time login instructions to the newly created user by selecting the Yes for the Send user their login information immediately option. If you wish to send their temporary password at a later time, select No. New users have up to 7 days to use click the password link and set their account password before the link expires and must be resent.
10. Click the Save button to create the user’s account. If you chose to send a welcome email, it will be sent immediately.

Import a User List

1. Click Add New User in the left menu.
2. Click the Add Many tab at the top of the page.
3. Download and open the pre-formatted import file. This file is a spreadsheet you’ll use to add your users and contains complete instructions for adding data to each column. DO NOT change the format of the file in any way or the import will not work. You should only add a new line for each user account.
4. Once completed, save this file to an easily accessible location on your computer.
5. Return to the Add Many tab, click the Choose File or Browse button, navigate to the location where you saved your file, and click Open.
6. Check the box next to Send a welcome email to new users if you would like the system to send an automatic welcome email (see above).
7. Check the box next to Email a copy of login credentials to: to send an email to your preferred address with a list of the new accounts and their temporary passwords.
8. Check the box next to Validate only. Do not import the users if you are not ready to import the users yet, but you would like to verify that the formatting of your import file is correct.

Note: The system may reject your import due to errors in the formatting and/or data of the spreadsheet. Please do not hesitate to contact us for assistance with the process. We are here to help!