Invite employees to log in

An employee needs a login only to punch from their own phone, see their own hours, or request time off from their phone. Managers and admins need one to use the dashboard. Staff who only punch on the Office Time Clock never need one.

Who needs a login

• Managers, HR and admins. They sign in to use the dashboard. Their invitation works on every plan.
• Field staff. They sign in on their own phone to punch at job sites. Phone punching is the Field Time Clock, $59 per location per month on Premium, free for 30 days from the first phone punch.
• Anyone else who wants to see their own hours. Employee logins are part of Pro, $29 per location per month.

The invitation goes out when you save

1. Go to Employees and open the person, or click Add employee.
2. Click Add employment details if the full form is not open, and fill in their Email.
3. Set their Role to Manager, HR or Admin, or tick a field location under Works at.
4. Click Save changes (or Add employee). The invitation is emailed right away, and the form tells you it went.

Send an invite by hand

Open the person's page and click Invite. Once they have signed up, the button turns into Portal active.

Chase the ones who have not signed up

Below the employee list, Signup status lists everybody who needs a login: Signed up, Invite sent, Invite expired, Never invited or No email on file.

1. Click Send invite or Resend beside a name.
2. Or click Invite all to send to everyone outstanding at once.

Resending cancels the old link and sends a new one, so only one link works at a time.

What the employee does

1. They open the email and tap Accept invitation.
2. They tap Create an account (or log in if they already have one) and set a password.
3. From then on they sign in at your business's own sign-in page. Bookmarking it, or adding it to the phone's home screen, makes it one tap.

Employees land on their own page with their clock, hours, time off and calendar. Managers and admins land on the dashboard.

Good to know

• Until they accept, the role is set but they cannot open anything.
• People with no email on file cannot be invited. They can still punch on the time clock with a PIN.
• Who can invite is the Invite staff to their own login row in Settings > Permissions.
• Field staff should allow location on their phone when asked. See Phone location permissions.