FAQ
- As an Account Holder, How do I Make Myself an Employee?
- How to Update an Employee's Email Address
- How to Reset a Password Through the Mobile App
- How to Reset a Password Through the Web Portal
- How to Check a Time Clock Serial # and App Version
Getting Started
Welcome to EasyWorkforce! Here's all of the necessary info to start building your account.
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My Portal
- How to Request Time Off | Web App
- How to Clock In/Out with a PIN # on a Time Clock
- How to Clock In/Out with the Web App
- How to Clock In/Out with the Kiosk
- Clock In/Out with the Mobile App
Timesheets
- How to Add Time to a Timesheet
- How to Edit Time in a Timesheet
- How to Delete Time from a Timesheet
- How to Add a Schedule from the Timesheet
- How to Add Time Off from the Timesheet
Schedules
- How to Add Shift Templates (Basic)
- How to Add a Shift Pattern (Basic)
- Advanced Scheduling Overview
- How to Add Shift Templates (Advanced)
- How to Set Recurring Shift Templates
Human Resources
- How to Add an Employee Portal User
- How to Add a System User
- How to Add a Security Group
- How to Update Password Policies
- How to Assign a Geofence to a Location Group
Time Off
- EasyTimeOff Overview
- Policy Plan Overview
- Accrual Rules
- Policy Plan: Deductible Time Off Types
- Time Taken & Balances Overview
Reports/Exports
- Reports Overview
- Timesheet Summary Report
- Timesheet Daily Summary Report
- Timesheet Detailed Report
- Exports Overview
Employee Management
- How to Add an Employee
- How to Edit an Employee's Assigned Groups
- How to Assign a PIN # to an Employee
- How to Edit an Employee's Personal Information as a Manager in the Web App
- How to Edit an Employee Hire Date
Time & Attendance Configurations
- Breaks Overview
- Reporting Hours Overview
- How to Add an Overtime Rule
- How to Add a Rounding Rule
- How to Add a Punch Restriction
Time Off Configurations
- How to Add Time Off Types
- How to Add a Blackout Set
- How to Add Holidays
- How to Add FMLA Reasons
- How to Add Time Off Tags
Schedule Configurations
- How to Add a Schedule Criteria
- How to Add a Schedule Plan
- How to Add a Shifts Swap and Drop Rule
- How to Add Shift Preferences
- Employee Scheduling Alerts Overview
Platform Configurations
- Groups Overview
- The Assignment Scope Hierarchy
- Management Levels Overview
- How to Update Time & Language
- How to Update Name Format
Time Clocks & Kiosk
- Time Clock Initial Setup
- Initial Setup Wi-Fi Instructions
- Initial Setup Ethernet Instructions
- How to Add a Kiosk
- How to Set Kiosk Permissions
Mobile App
- Mobile App Setup
- How to Manage Employee Timesheets
- How to Add Missing Punches
- How to View Who's In as a Manager
- How to Manage Mobile Widgets
