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How to Assign and Update Employee Settings

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See also: How to Add and Manage Employees

The purpose of Employee Editor is to assign and update various settings to individual employees. To change settings company-wide, see About Company Settings

To access Employee Editor, go to Employees, and click an employee name.

The Employee Editor lets administrators and managers adjust an employee's:

  • General: Name, password, contact information, pay information (visible for admins only), and group assignment.
  • Permissions: User type and what an employee can see and manage.
  • Jobs: Jobs or customers under which an employee can clock in or out.
  • PTO codes: Types of paid time off that an employee can submit.
  • Overtime: Settings that determine overtime calculations.
  • Mobile options: Requirement that GPS must be turned on for the employee to clock in.
  • Notifications: Clock in/out reminders and notification method(s).

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