Setting Up Fingercheck

Articles and guides to help you set up Fingercheck and start using it right away.

23 articles in this collection
Written by Jeffrey Mo and Lisa Greene

Setting Up Users

How to Create a New User

If it's one technique you'll master using Fingercheck, it's the art of creating a new user.

Written by Jeffrey Mo
Updated over a week ago

How to Assign Workers Comp Class Codes to Employees

A comprehensive guide on the methods of assigning Workers Compensation Codes to Employees in Fingercheck.

Written by Jeffrey Mo
Updated over a week ago

How to enable Employee Biometric Consent in Fingercheck

A guide on how to enable the Biometric Consent feature of Fingercheck, and when and how it applies to your business.

Written by Jeffrey Mo
Updated over a week ago

How to Identify Your Mobile Device ID

How to identify your mobile ID for purposes of restricting mobile punching.

Written by Jeffrey Mo
Updated over a week ago

Setting Up Policies

How to Create an Absence Policy

An Absence Policy is one of the first policies you'll want to set up when you begin using Fingercheck.

Written by Jeffrey Mo
Updated over a week ago

How to Create an Accrual Policy

A comprehensive breakdown of everything there is to know about the Accrual Policies function.

Written by Jeffrey Mo
Updated over a week ago

How to Set Up a Break Policy

An overview of break policies, what they can do, and how they can be used in your Fingercheck company.

Written by Jeffrey Mo
Updated over a week ago

How to Set up an Exception Policy for Missed Punches

Fingercheck can flag the punches you choose so you can always be on top of your staff's punch habits.

Written by Jeffrey Mo
Updated over a week ago

How to Set Up an Expense Policy

This article describes how to set up your expenses on the back end, so you can approve your employees' expense requests.

Written by Jeffrey Mo
Updated over a week ago

How to Build a Holiday Policy

Creating a holiday policy allows you to set all your holidays on autopilot so that the system knows when and how to allocate holiday time.

Written by Jeffrey Mo
Updated over a week ago

How to Set Up an Overtime Policy

An overview of Overtime Policies, how they are used, and how they impact your Fingercheck company.

Written by Jeffrey Mo
Updated over a week ago

How to Create a Schedule Policy

Schedule Policies allow you to tell Fingercheck when an employee is supposed to be clocked in.

Written by Jeffrey Mo
Updated over a week ago

How to Set Up Rounding Rules

Fingercheck administrators can easily create rounding rules using the Rounding Policies feature.

Written by Jeffrey Mo
Updated over a week ago

How to Set a Premium Policy

Setting up a premium policy allows you to set different types of pay

Written by Lisa Greene
Updated over a week ago

Improving Security

Permissions for System Roles

Fingercheck has three default Security Roles: Employees, Supervisors, and Administrators.

Written by Jeffrey Mo
Updated over a week ago

How to Set Up Custom Roles

When creating security roles for various types of staff, you may want to grant individual employees access to some supervisory-level data.

Written by Jeffrey Mo
Updated over a week ago

How to Create Custom Filters to Group Users

You can create filters to group employees by categories such as full time and part time, or hourly and salary.

Written by Jeffrey Mo
Updated over a week ago

How to Enable Up Two-Factor Authentication (Administrators)

Administrators can set up an extra security measure when logging in from an unknown device.

Written by Jeffrey Mo
Updated this week

Miscellaneous

How to Set up a Master Profile

A Master Profile is a collection of policies that can be assigned to an employee.

Written by Jeffrey Mo
Updated over a week ago

How to Import Data into Fingercheck

You can easily import employee, PTO, schedule, rate, and payroll information into Fingercheck with a CSV file.

Written by Lisa Greene
Updated over a week ago

How to Set Up General Request Types

Fingercheck offers your employees a direct way to communicate with you via our general requests functionality.

Written by Jeffrey Mo
Updated over a week ago

How to Customize Emails Generated From Fingercheck

Sometimes you will need to send emails to your employees through Fingercheck.

Written by Jeffrey Mo
Updated over a week ago

Shortcuts: Quick Actions Menu

The Quick Actions Menu allows you to quickly apply a wide range of employee actions to multiple employees.

Written by Jeffrey Mo
Updated this week