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Adding/managing employees

Adding employees to the software so they can start registering working time

Merilin Peetris avatar
Written by Merilin Peetris
Updated over a year ago

Our software has two options to add new employees "Invite employees" and "Add employees"

"Invite employee" was created to make it even easier to add employees to the software.

In order to use the "Invite employee" function, open Settings and the module "Employees"

On the right three choices pop up:

Click on the "Invite employees". Three fields need to be filled.

  1. E-mail that the user will use to log into the software

  2. First name

  3. Last name

    NB! Depending on whether you entered the employee's e-mail address in the lowercase or uppercase first letter, the employee must write it the same way when logging into the smart application.

Press "Invite" and then the invitation is sent. The employee will receive an e-mail.

When an employee presses "Join" a new window will pop up where the user can choose a password for their account. When the password is inserted press "Reset my password"

and an account is created.

When an employee is already using our software and has been logging in with their mobile number there is an easy way to add an e-mail address to their account and send them an invitation to join the software.

Open up the "Employees" module, search for the right person, and click on the edit symbol on the right:

Under the "General information" is a box where e-mail can be added, add an e-mail and click "Save and invite" and the invitation is sent out. An inserted e-mail will receive an e-mail regarding generating a password for their account.

Another function "Add new employee" is also an option to add employees to the software but you can add information yourself.

To add an employee, it is necessary to write the employee's first name, last name, e-mail/phone number, and also create a password for logging in. You can choose whether the employee can start registering work only with an e-mail address or only with a phone number. If you add them both, the employee can log in to the app with both the e-mail address and phone number you entered.

NB! Depending on whether you entered the employee's e-mail address in the lowercase or uppercase first letter, the employee must write it the same way when logging into the smart application.

It is also necessary to create a primary password for the employee, as the software does not do it automatically, and to give it to the employee. When an employee logs into the software or smart application, they can change their password themselves.

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