As an admin, you play a crucial role in maintaining accurate and up-to-date contact details for all employees within our system. As part of your role, you can edit their information online in Fingercheck. Your employees can make these changes themselves using the mobile app!
Add an Emergency Contact
Log in to your Fingercheck account as an Administrator or Supervisor.
In the left hand menu select the EMPLOYEES tab.
Click an employee's name or number to open their profile.
Click HR > Contacts.
Click Add to add a new emergency contact, or edit an existing Contact by clicking the pencil icon to edit. Click the trashcan icon to delete the emergency contact.
Edit desired field:
Name (required)
Emergency contact should be checked if this contact is the employee’s emergency contact.
Relationship
Address
Phone numbers
Notes
Click Save.
Attach a Picture or Document to an Emergency Contact
You can add a picture of the emergency contact. This is a great way to make sure the information you share is with the individual that the employee has selected as their emergency contact. Once you have a picture or a document to attach you can do the following:
Log in to Fingercheck.
In the left hand menu select the EMPLOYEES tab.
Select HR > Contacts.
Click the paperclip icon to attach a document.
Click Attach to locate the picture or document saved on your computer.
You can also view and delete attachments from this same screen at a later time.
Remove an Emergency Contact
You can remove an emergency contact by deleting them or marking them disabled in Fingercheck.
Log in to Fingercheck.
In the left hand menu select the EMPLOYEES tab.
Click the pencil icon to edit the contact or the trashcan icon to permanently delete the emergency contact.
Check the Disabled checkbox to not use this contact.
Click Save.
Create an Employee Contacts Custom Report
Log in to your Fingercheck account as an Administrator.
Hover over the REPORTS tab.
Select Company.
Click +Custom Report.
Scroll through the reports or enter training in the search field.
Click Select to select the EmpCon report.
Enter Code.
Select the Default Export Type from the dropdown menu.
Click Start.
Drag and drop employee contact details that should be included in the report.
Click Save Report.
For more details on creating custom reports with Fingercheck, check out How to Create a Custom Report
View the Employee Contacts Report
Log in to your Fingercheck account as an Administrator.
Hover over the REPORTS tab.
Select Company.
Click the Custom tab.
Click Run Report for the Employee Contacts report.
Select employees.
Click Preview or Download to view details of the Employee Contacts report.
Share the contacts report with employees
You may want to establish a process where employees confirm their personal details in payroll are up to date. At the very least, employers should request this from their employees annually.
Log in to Fingercheck as an Administrator.
Hover your mouse over Reports.
Select the report category you would like to share with your employees.
Select the Custom tab.
Locate the Contacts report you would like to share with your employees by using the search function.
Click the pencil icon to edit the report.
Click the settings icon.
Under the Move to a different category drop-down menu, select Employee SelfService.
Click Save Report.
Watch a video showing how easy it is to maintain employee contacts and create a custom report to share via self-service reports: