Learn how to add employees to your VeriClock account through a step-by-step guide. This article covers how to assign employee roles (Administrator or Regular Employee), manage employee permissions, and how to set up the necessary employee information, such as ID, email, and job assignments.
Note: You must be an Administrator or a Manager with the "Managers can edit employees" permission enabled for your VeriClock account, to successfully add employees.
- In any browser, log in to your VeriClock account
- Click on the “Employees” tab, then the “Add Employee” sub-menu
To begin, select the employee type. The options are “Administrator” or “Regular Employee”
Administrators :
Have access to ALL account settings and billing information with no limitations. Including access and ability to:
- Change company & billing Information
- Set users as Active/ Inactive/ Deleted -adding/ removing other Admins: adding removing authority over account
- Cancel Account
- View and edit payroll information
- Access and download all company reports
Regular Employees can:
Interact with their company's VeriClock account as configured by account administrators
For more information on user roles, see Admins, Managers, and Employees - User Roles and Permissions
Permissions in VeriClock are highly customizable: employees can have permissions restricted to clock in and out only or can be elevated to ‘Managers’ where they can edit, or approve other employees’ time.
Once an employee type has been selected, the remaining employee information can be entered. The minimum information required to add an employee is:
• Employee ID - This will auto-generate, or you can override and use your own ID
• First Name - An employee name is required to add an employee.
• Last Name - add the employee's last name.
• Email (This is required for employees to have the ability to change their own passwords and for employees to be sent a welcome email)
• Password Required to use the app or website; optional if only clocking in by SMS or Phone. This can be anything you choose. If you enter an email address for the employee, they can create/change their password once you have set up their account. If you do not provide an email address, only account administrators can change employee passwords.
**'Send Welcome Email to Employee' is automatically checked for employees to receive a link to create a password when you click save. Alternatively, you may want to wait to send welcome email later; you can uncheck the option until you are ready to onboard your employees. Employees will need to be sent login instructions that match your account settings and permissions separately.**
Once you have entered the required fields, you can enter other optional information for your employee by clicking on the add employee tabs:
- Basic (basic information for employee, typically minimum requirements)
- Personal (additional contact employee information. We recommend setting the hire date here)
- Payroll Info (employee wage details used to track cost of hours)
- Advanced (employee permissions)
- Group Management (you can set the employee as a manager of the group here if a group has been created)
- Other (additional fields that can be used for customizing report templates)
- Admin Only (this is a notes area only available for Admin to view)
When finished adding the employee, scroll down to the bottom of the page and click the ok button to save.
See related VeriClock guides:
Clock In Options with VeriClock
Instruction Cards For Clock In/Out for printable instruction cards for employees.
VeriClock App Set Up Instructions For Employees for instructions on logging into the VeriClock app.
Logging into VeriClock (Video) for new employees to create a log in password and log into VeriClock.
How To Send An Employee Password Reset - for Admin and Managers
Comments
0 comments
Article is closed for comments.