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Adding a new User

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About Users

Users are authorized to have access to the system using their login credentials, which an admin can allow or restrict according to setting “Roles”. 

  • For more information, please refer to the tutorial “Managing Roles“.

 

*The number of users allowed is specified according to your subscribed plan.

To add a new User of the system

  1. Select “Employees” from the navigation menu.
  2. Select “Manage Employees“.
  3. Click the button “Add New“.
  4. Select “User” from the drop-down menu.
  5. Input the user’s information
    1. General Information
      • First Name: Input the employee’s first name.
      • Surname: Input the employee’s surname/ family name.
      • Middle Name: Input the employee’s middle name.
      • Employee Picture: Attach an employee profile picture. Simply drag and drop the file or upload it through browsing your device.
      • Notes: Add related notes.
      • Employee Mode: Set as “User” by default.
      • Email Address: Input the employee’s email address.
        • Note that this email will be the official one used to send login credentials and other updates/ announcements. 
      • Status: Select the status from the drop-down menu; “Active” or “Inactive“.
      • “Allow Access to System” Checkbox: By checking this checkbox, you allow the employee access to the system, credentials to log in to the system using a certain “Role” that you set.
        • Note that unchecking the box disables the next fields in General Information.
      • “Send Credentials to Employee on Email” Checkbox: You can email login credentials to employees using the mail input in “Email Address”. Uncheck the box to do otherwise.
      • Role: Select the employee’s Role from the drop-down menu.
        • Note that Roles let you select which modules, pages or actions you allow access to the user, and which you do not
      • Accessible Branches: Select the branches you wish to make accessible to the user from the drop-down menu.
    2. Employee Information
      • Personal Information
        • Date of Birth: Select the date of birth “DD/MM/YYYY” by clicking the calendar icon.
        • Gender: Select “Male” or “Female” from the drop-down menu.
        • Country: Select the employee’s country from the drop-down menu.
      • Contact Information
        • Input the employee’s contact information 
          • Mobile Number
          • Phone Number
          • Personal Email
      • Present Address
        • Address Line 1
        • Address Line 2
        • City
        • State
        • Postal Code
      • Permanent Address
        • Address Line 1
        • Address Line 2
        • City
        • State:
        • Postal Code
    3. Work Information
      • Job Information
        • Designation: Select the employee’s designation from the drop-down menu.
          • For more information on adding a designation, please check the tutorial “Adding a Designation“.
        • Department: Select the employee’s department from the drop-down menu.
          • For more information on adding a department, please check the tutorial “Adding a Department“.
        • Employee Type: Select the employee type from the drop-down menu.
        • Employee Level: Select the employee level from the drop-down menu.
        • Join Date: Select the employee’s join date by clicking the calendar icon.
        • Branch: Select the employee’s work branch from the drop-down menu.
        • Booking Shift: Select the employee’s shift.
        • Fiscal Date: You can use the “Default Fiscal Year Date” or input a custom one by selecting “Custom Fiscal Date” and selecting the “Month” and “Day”.
          • Note: You can set or edit the “Default Fiscal Date” from Attendance > Settings > Basic Settings, please check the tutorial “Basic Settings” for detailed steps.
      • Attendance Information
        • Attendance Shift: Select the employee’s attendance shift from the drop-down menu.
        • Leave Policy: Select the employee’s leave policy from the drop-down menu.
          • For more information on leave policies, please check the tutorial “Leave Policies“.
        • Holiday Lists: Select the employee’s holiday list by clicking the field.
          • For more information on holiday lists, please check the tutorial “Holiday Lists“.
        • Attendance Restrictions: Assign the employee an attendance restriction to be applied in attendance entries using the drop-down menu.
  6. Click “Save” once you’re done.


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