If you want to import employees into Fingercheck, you can easily add them with a .CSV file or use our simple Invite Multiple Employees Template for a large number of employees to save time.
Import Employees
Log in to your Fingercheck account as an Administrator.
Click the EMPLOYEES tab.
Click the Import Employees icon.
In the dialog box that appears, click Download Sample File.
Open the .CSV file and add your employees to it.
At a minimum, add the following required information:Employee Number: If you are using a payroll company, you may want to use the same number as your payroll company to identify your employee.
Employee Status: Enter O for OnBoarding if you want your employees to complete the onboarding process themselves through self-service enrollment. If you will be entering the information yourself, enter A for Active.
First Name
Last Name
Email
Gender
Clock Number: Enter a number if your employees will be clocking in at a time clock (optional)
Return to the EMPLOYEES tab, and click the Import Employees icon.
In the dialog box that appears, click Upload File, and select the file.
Click OK.
The employees appear in the Employee list.
Important: If you are a company that uses Fingercheck for payroll, you must also enter pay rates manually (by editing each employee's profile) or in a separate data exchange.
Send Self-Service Enrollment Invite
Important: If you want to have the employees use the self-onboarding, you must include an email address in the file.
For Time and Attendance plans, complete the following procedure to ask employees to set up a username and password so that they can use an employee self-service portal.
For all other plans, complete the following procedure to ask employees to continue the onboarding process, where employees can enter their personal information and complete forms such as the W-4 and I-9. They will also set up a username and password for the employee self-service portal.
Go to the EMPLOYEES tab.
Select the employees you want to self-onboard.
Click the Quick Actions (hamburger icon) button and select Send Self-Service Enrollment.
Click OK in the confirmation window that appears.
Here is a short video showing how: