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Add a new employee

A person cannot punch until they exist in Contacts, have a code, and are Active on punch clock.

Open the roster

Click Contacts. You see cards (or a list) for people on this account. The XYZ Restaurant demo already has a full kitchen and floor roster.

Contacts cards for XYZ Restaurant
Contacts. Search, Active / Not active / Working today, Favorites, department, and Cards / List live on the toolbar.

Start a new person

  1. Click New.
  2. The New contact overlay opens.
New contact form
New contact. Fill name, code, and Active before you save.

Minimum you should fill

Field Why it matters
First name / Last name Shown on Dashboard, Timesheet, and punch success
Code The PIN they type on Punch Clock. Keep it unique on this account
Active on punch clock Must stay checked or they cannot punch
Department Filters on Contacts and Timesheet
Status Working, Sick, Vacation, and so on (HR label; punch still uses Active)
Base rate Used on the dollar statement and pay run
Overtime % Entered as a percent (for example 150 for time-and-a-half)
Phone Call, text, or WhatsApp from the contact card
Photo Optional. Drop a file, choose a file, or take a picture

Click Save. The person appears on the next Contacts load.

After they exist

Click a card to open the view card. From there you can Edit, open their Report, star them as a favorite, or start a call / SMS / WhatsApp.

Contact view card
Contact view. Photo, rates, phone actions, Report, Edit, Delete.

Tips

  • Favorites are stars stored in this browser only. They are not shared with other managers.
  • Load more brings the next 36 people. Search only looks at people already loaded, so load more if you cannot find a name.
  • Do not delete a person who already has punches unless you mean to. History stays on their old id.

Next: See who is working.