As an administrator, you can give your employees self-service privileges which will let them log on to the website and mobile app.
This allows them to do things like request time off, clock in and out, and keep track of their attendance.
To enable this, you can either have the employee set up their own self-service account, or create the account for them yourself. Read further below to find out how:

Sending a Self-Service Enrollment Email

If you want your employee to set up their own account, you can do this by sending them a Self-Service Enrollment E-mail. Once the employee receives it, they can follow the included instructions to set up their username and password on their own.

Here's how to do it: 

  • From the Fingercheck Dashboard, go to the Employees tab. Use the checkboxes to the left of the Employees' names in the list to select the employees you want to set up self-service for.
  • Once selected, go to the "Quick Actions" menu in the toolbar, and click "Send Self Service Enrollment".
    This will send an email to the employees' listed email address 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 username for them. Then click "OK."
  • The employees should receive an automated e-mail from Fingercheck, with a link to set up their own self-service account.

"I did this, but my employee's telling me that they didn't get the email. What's wrong?"

The answer to this could be a couple of things. The first thing to do is make sure everything's right on our end, so check to see if the employee has an email address on file, and doesn't already have an account set up. You can do this as follows:

  • From the Fingercheck Dashboard, go to the Employees tab. Find the employee in-question on the list, and click their name to enter their Employee Record.
  • On the following page, look to see if they have an accurate email address entered in the "Email" field of Contact Info (not to be confused with the "Personal Email" field right below it!)
  • If everything checks out here, head over to the "Self Service" subsection of the employee's record. You'll see it on the left side, in the "Personal" category.
  • In here, check the "Username" field.
    If there is something in there, then they already have an account created, so the system would not send them a new email. Let the employee know they already have an account. If they don't know what their account's password is, you can head over to Setup > Security > Security Users. Find that username and edit it to manually change the account's password, or confirm that the email address is correct, so they can use the Forgot Password tool to set it themselves.
  • If there is nothing in there, then you've checked everything there is to check on Fingercheck's end.
    Advise the employee to check their inbox again, including any SPAM folders they may have. Also note that E-mail is not always an instantaneous thing, so if you're doing this immediately after, try giving it a few minutes, it may just be tied up in the limbo of the internet and/or your employee's email provider.

Setting up the account manually

The other option is to simply set up the account for them yourself. This is useful if the employee has no email address, or is for some reason unable to receive the Self-Service Enrollment E-mail. 

  • From the Fingercheck Dashboard, go to the Employees tab. Find the employee in-question on the list, and click their name to enter their Employee Record.
  • From there, navigate to “Self Service”, on the left side under the "Personal" category.
  • On the following page, you'll see the "Username" field. If it says (none), there should be a link below it that says "Create Username".
    Note: If it already has something in there, you won't see the "Create Username" link, because that employee already has an account. Let the employee know they already have an account. If they don't know what their account's password is, you can head over to Setup > Security > Security Users. Find that username and edit it to manually change the account's password, or confirm that the email address is correct, so they can use the Forgot Password tool to set it themselves.
  • In the pop-up that follows, create a username and password, then select their role. Finish by clicking the green “Save” button. 
  • That's it, your employee will now be able to log in using the username and password you just created!

Customizing the Self-Service account

By default, Self-Service accounts only allow employees to do a few basic actions, including viewing their assigned schedules, time cards, pay stubs, and W2 forms.
This can be expanded to include the capability of punching in and out as well.

Read below to find out how to enable these options: 

  • From the Fingercheck Dashboard, go to the Employees tab. Find the employee in-question on the list, and click their name to enter their Employee Record.
  • From there, navigate to “Self Service”, on the left side under the "Personal" category. Look to the "Clock In Options" subsection, below the username area. 

Here is a breakdown of all of the fields and what they do:

  • 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. They can obtain this IP address by going to https://www.whatismyip.com/ (It will be the "IPv4 Address").
  • Allow Mobile Punch: Check to let your employee punch via the mobile app.
    Do Not Require GPS on Mobile: Check this if you're allowing your employee to 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.

Once you've changed these options, don't forget to click the green Save button! 

Now you have learned how to enroll your employees and configure the capabilities you would like to make available to them.

Lastly, if ever you (or your employer) are in need of technical assistance, you can contact our Support team at 1-800-610-9501, or, use our in-app messaging feature by logging into our secure site and initiating a conversation.

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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