Add people

Devon Lohrasbe
Devon Lohrasbe
  • Updated

 

Add people via the People list

1. In the navigation menu, go to People > People List.

2. Click Add People.

   

 

3. Under Profile, complete fields 3-9:

  • First Name: enter new person’s first name.
  • Last Name: enter new person’s last name.
  • Middle Name (Optional): enter new person’s middle name.
  • Employee Number: enter the number assigned to this person. Note: A sequential numeric value is automatically populated in this field.  Leave this value or change it to a previously assigned unique value.
  • Hire Date: enter the hire date.
  • Phone Number: enter the 10-digit mobile phone number for the new person.
  • Email Address: enter the full email address for the new person.

4. Under Employment details, complete fields 11-15:

  • Role (Optional): Click in the circle beside which role this new person will occupy; Manager, Employee or Admin based on the accompanying description.
  • What job(s) did they perform? (Optional): Select the job(s) this person may perform from the drop down arrow.
  • Where do they work? (Optional): Select the location(s) this person may punch into.  
  • Which department(s) are they in? (Optional): Select the department(s) this person is a member of.

5. Under Pay information (Optional), complete fields 16-18:

  • Daily Overtime Threshold: Enter the overtime threshold for the day. After these hours are exceeded, overtime rules will apply. 
  • Double-time Threshold: Enter the double-time threshold for the day.  After these hours are exceeded, overtime rules will apply. 
  • Weekly Overtime Threshold: Enter the weekly overtime threshold. After these hours are exceeded, overtime rules will apply. 

 

6.  Click Confirm to save changes. 

 

How do I import people profiles from Wagepoint 1.0?

You'll need to ensure that you have activated the Wagepoint 1.0 CSV Import add-on before you follow the steps below. 

1. In the navigation menu, go to People > People List.

2. Click the drop-down arrow next to Add People, then select Import CSV.

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