Types of Users

There are three types of Users in the software:

• USERS: Those who fall under the main User tab will be occupying the Time Clock to clock in and out and count toward your Timelogix license.
• MANAGERS: Created under the Settings > Administrators tab, do not count toward your Timelogix license and are created solely to manage the software. Managers are typically assigned privileges to access certain features/settings of the software.
• ADMINISTRATORS: Created under the Settings > Administrators tab, do not count toward your Timelogix license and are created solely to manage the software. Administrators can access all features/settings of the software without restriction.

Creating Users

To create a User, navigate to:

1. Users
2. General
3. Select Create User

A window will appear where you will be prompted to fill in the following information:

General

1. Enter employee name
   • First Name
   • Middle Name
   • Last Name
2. Enter employee ID number
   • Enter Person Identification (Optional)
3. Enter the location of the company
4. Enter the department
5. Enter the employee's position
6. Enter the employee type
7. Enter the contractor

Pay Information

1. Does the employee get paid hourly or by salary>
2. Enter the pay rate
   • Hourly
     or
   • Yearly Salary Rate
   • Apply Holidays
3. Daily Weekly Hours
   • Fill in the salaried hours per day
4. Employee Uses
   • Timecards
   • Timesheets
5. Select the Pay Class
6. Pay Period Frequency
7. Hired date

Access Level

1. Email
2. Allow access to employee portal
   • Allow to manage the timecard
3. Enter the username used to login
4. Enter the password used to login
   • Auto-generate
   • Enter Manually

Click Create.

Creating Administrators/Managers

To create an Administrator, navigate to:

1. Settings
2. Administrators
3. Select Create Administrator

A window will appear where you will be prompted to fill in the following information:

1. First Name
   Initial
   Last Name
2. Email
3. Enter the username used to login
4. Enter the password used to login
   • Auto-generate
   • Enter Manually

Click Create.

Once created, you will be taken back to the main Administrators page. You can then configure the privileges for the Administrator or Manager.

1. First Name (Already filled in.)
   Initial (Already filled in.)
   Last Name (Already filled in.)
2. Email (Already filled in.)
3. Allow access to employee portal
4. Enter the username used to login (Already filled in.)
5. Enter the password used to login (Already created. You can change the password here, or Keep the original password.)
6. Proximity Card (If applicable/Imported from Time Clock.)
7. Assign Full Privileges to this User: Selecting YES creates an Administrator. Administrators can access all parts of the software and make any edit or change necessary, without restriction. If you select NO, the following prompts will become available:
8. Allowed to see pay rate: Managers can be restricted from viewing user Pay Rates via this option.
9. Select the privileges: Select the privilege group that pertains to this manager.
   Assign a location: Select the locations that pertain to this manager.
   Assign a department: Select the departments that pertain to this manager.