How to Set up Employee Self-Service

Last Updated: Oct 18, 2017 05:14PM EDT
As an administrator, you can give your employees self-service privileges which will let them log onto the website and mobile app. You can then allow them to do things like request time off, clock in and out, and keep track of their attendance. You can either send your employees a link to set up their own self-service account, or manually create a login for them. Here are both methods:

METHOD #1: Here’s how to send your employees a self-service enrollment email. Once your employees receive it, they can set up their own employee self-service login, and make their username and password on their own:

 
  • Log onto your FingerCheck account and go to the “Employee” tab. Use the employee selection tools to select the employees you would like to set up self-service for. Once selected, go to "Quick Actions" and click "Send Self Service Enrollment." This will send your employees an email to set up an account. ​
  • Please read the pop-up message asking you to make sure the employee has an email address on-file, and that you haven't entered a username for them. Then click "OK."


Your employees will receive the email and set up
their own self-service account.


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METHOD #2: You can also create each employee's login manually, which requires many more steps. You'll need to follow this protocol if you'd like to set up a login for each individual employee.
 
  • Go to the "Employee" tab and select an employee.
  • From there, navigate to “Web Access.”
  • Click on the plus sign to create a username and password, then select their role. Finish by clicking “Save.”
  • If you’d like to give one employee dual sign-in access (for instance, allowing them to log in as an administrator as well as an employee), click on the drop down button next to the plus sign and select an existing username.
  • Within Web Access you can determine what capabilities your employees will have.
     

Here is a breakdown of all the fields:
 
  • Allow Web Punch – Check to let them punch from a web browser.
    • IP Address – Limit your employee’s punch solely to their computer by entering their computer’s specific IP address.
  • Allow Mobile Punch – Check to let your employee punch via the mobile app.
    • Do Not Require GPS on Mobile – Check this if your employee can punch without detecting their GPS location.
    • Take Photo on Mobile Punch Check to require your employees to take a photo of themselves when they clock in or out using the mobile app.
    • Mobile Device ID – Limit your employee’s punch solely to one phone by entering their Mobile Device ID.
  • Time Zone – Enter the corresponding time zone.
  • Allow SMS Text Punch – Check to let your employee punch via text message.
    • SMS Phone Number – Enter the phone number they can punch from.
  • Allow Twitter Punch – Check to let your employee punch via Twitter.
    • Twitter Screen Name – Enter the Twitter Screen Name they can punch on.
Then click “Save” and repeat for other employees if you wish. Otherwise, you are done!
 
Now you have learned how to enroll your employees and configure the capabilities you would like to make available to them. 

To learn more about our
cost effective and user-friendly cloud-based time and attendance software, check out our website at FingerCheck.com. Interested in our services? Sign up for a 30-day free trial and get started with FingerCheck today.
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