How to Add Employees
- Matt Deir (Unlicensed)
- Emma Lavigne (Deactivated)
- Former user (Deleted)
This document contains a how-to step by step guide on how to add employees.
For more information on using this module see the main instructions page linked HERE
For more information on adding Punch Clock to your Croptracker account contact support@croptracker.com
Desktop - Manual
1. Under the Punch Clock menu at the top of the screen, select Employees from the drop-down menu.
2. Here you'll see a list of all employees you've entered into Croptracker. To add a new employee, click the + Add Employee button near the top right of the screen.
3. Fill in employee information as desired - only a first name, last name, or email is required.
Optionally, you can assign permissions to employees to limit the information accessible to them in Croptracker. You can assign permissions by employee status or by work location. For more information about adding permissions to employees see Employee Statuses and How to control access to employees by location
4. Click Save and the employee will be added to the system.
Use the Download form as PDF button to print and hand out the employee form for your employees to fill out manually as needed.
Desktop In Bulk - CSV Upload
Adding lots of employees manually can be tedious so as an alternative, Croptracker allows you to upload a .csv file of your employee data.
1. Under the Punch Clock menu at the top of the screen, select Employees from the drop-down menu.
2. Click the Upload Employee Data button near the top right of the screen.
3. Click Employee CSV Template to download the CSV template. Your file must be formatted just like the template so that Croptracker can understand the data.
4. Fill out the template, ensuring each employee is on a new line and the information is added under the appropriate header. The easiest way to do this is by using Excel.
5. When your file is ready to be uploaded, click the Choose File button, select your file, then click Upload Employee Data.
6. Once the file is uploaded, a summary of employee information from the file will be displayed. Review the information to ensure accuracy, optionally select a Pay Schedule to apply, then click Add Employees.
Mobile
1. After logging in to the Croptracker app, tap the Employees option from your dashboard.
2. Here you'll see a list of all employees you've entered into Croptracker. To add a new employee, click the '+' button near the top right of the screen.
3. Fill out the employee's information.
4. When finished, navigate back to the employee list by clicking the back arrow in the top left corner. You should see the employee added to the list.