Add an employee

Create an employee record, set their pay and reporting line, invite them to the app, and terminate them when they leave.

An employee is a person who works at your plant. The record holds their pay and employment details, ties them to the positions they can fill, and links to an app user account so they can sign in and clock in. Time off, schedules, and labor hours all hang off this record.

Create the employee

  1. Go to Workforce > Employees and select New employee.
  2. Enter their first name and last name, and optionally an employee number, email, phone, job title, and department.
  3. Set the pay type (Hourly or Salary) and the pay rate. Hourly rate is what labor cost uses for the hours this person reports.
  4. Set the hire date and, if they report to someone, the reports to manager. Save.

Give them app access

An employee needs a linked user account to sign in, clock in, or approve work.

  1. Open the employee and select Send invite. They receive an email to set up their account.
  2. Once linked, select Assign role to grant them a permission role.
  3. Use Disable access to suspend a user without deleting the employee, and Enable access to restore it. You cannot disable your own access or the organization owner.

Assign positions

  1. On the employee, add the positions they are qualified to work.
  2. Mark one as primary. Positions control which shifts they can be scheduled into.

Terminate

  1. When someone leaves, open their record and select Terminate, setting a termination date.
  2. A terminated employee is marked inactive and drops out of scheduling and auto-scheduling, but their history is kept.
Create -> Send invite -> Assign role / positions -> ... -> Terminate

Where to go next