If you have many employees, you can import a master list of your employees' details in a spreadsheet instead.
In this article, you will learn:
How to import employees into Fingercheck
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 file, and add your employees to the file.
At a minimum, add the following required information:
EmployeeNumber:If you are using a payroll company, you may want to use the same number as your payroll company to identify your employee.
EmployeeStatus: 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.
Gender: Male or Female must be spelled out.
ClockNumber: Enter a number if your employees will be clocking in at a time clock.
Important: If you want to have the employee onboard through self-service enrollment, you must include an email address in the file.
Return to the EMPLOYEES tab, and click the Import Employees icon.
In the dialog box that appears, click Upload File, and select the file.
The employees appear in the Employee list.
How to send self-service enrollment to employees after importing them
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 payroll 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 who 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.
For more information, see How to Self-Onboard with Fingercheck 360.
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