How to Set up Employee Self-Service

Last Updated: Nov 03, 2016 12:19PM 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. Here’s how to set up employee self-service:
  • Log onto your FingerCheck account and go to the “Employee” tab. Click on one employee number to go to the employee’s profile.
  • 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.
NOTE: You may also notice the shortcut “Send Enrollment Email” in the header. You can click this to send an enrollment email prompting your employee to create their own log-in information.
  • 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!
TIP: To send enrollment emails to one or more employees, check the applicable boxes next to their names and click on “Quick Actions” in the header and select “Send Self Service Enrollment.”  (Make sure all those employees have an email on file.)

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 Interested in our services? Sign up for a 30-day free trial and get started with FingerCheck today.
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