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.