Adding users can be done individually or in bulk.
Admin users and Department Bosses are the ones who can add users to their teams on Timetastic.
Adding users in bulk can be done from an excel spreadsheet. There's no limit to the number you can upload and this often proves the quickest way if you have a large team - we have a dedicated article with all the details on uploading in bulk here.
One by One:
Adding users individually is done from the USERS menu. It's the way most new accounts will use when adding one or two users for testing purposes, or for established accounts bringing on board their new team members.
Once in the USERS menu, click the blue '+' action button at the top right of the page and select 'Add a user'.
The 'Add a user' form will appear, complete with the employee's details and click 'Save User'.
Timetastic will suggest a pro rata allowance calculation. You can edit the allowance and click 'Yes' or 'No' if you want to set the users leave allowance at a later time.
Once your employee has been added, you can add any additional information to their profile.
You can also adjust their work schedule by clicking the 'Schedule' tab.
Public Holidays can be set under the 'Allowance' tab.
Remember to click 'Save Changes' after making any amendments.
If you ticked the 'Email Login Details' box on the 'Add a User' form, your new user will receive an email with a link to login. At their first login they'll be asked to create their own unique password.