1
Click + New Employee
The Employees page lists everyone you track. The i next to the title says a login is optional and is made from the row.
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Add an employee
Do this when someone joins. Open app.bpmsquare.com/employees.
2
Type the First name
This is the only field marked with an asterisk. Employee code is assigned for you (EMP-####).
3
Fill in the optional fields
Add Last name, Email, Phone, Department, Designation, Valid from and Valid to if you have them.
4
Check the Status
New people start as Active. The i next to Status says obsolete employees stay in reports up to their Valid to date, then drop out.
5
Click Save
Save adds the person to the list. Cancel closes the form without adding anyone.
Give an employee a login
Do this when a person needs to sign in, for example to punch from a phone.
1
Click Create login on the person's row
Only people without a login show this button. People who already have one show an Active badge in its place.
2
Type the Email
A side panel called Invite opens. Type the work email the person will sign in with.
3
Choose the Role
Member or Admin. The i says an Admin can change settings and reach everything, and a Member reaches only what their business roles allow.
4
Set the Password
A password is needed for a new login, because no invite email is sent. Tell the person the password yourself.
5
Check the Employee
The person whose row you clicked is already chosen. The i says only an employee without a login can be picked.
6
Click Add
Add creates the login. Close at the top of the panel leaves without creating one.
Find an employee and change status
Do this to look someone up, or to bring an obsolete employee back.
1
Type in the search box
Search by name, code, email or department. Each column heading also has a small search icon for that column.
2
Click Filter
Filter applies what you typed. The page address changes, so you can share the filtered list.
3
Click Make active on an obsolete row
Obsolete people show a red Obsolete status and the dates they were valid. Make active brings them back.
Set shift, home site and role
Do this on the Workforce employees page (app.bpmsquare.com/wfm/employees). Shift and site decide whose queue a person's requests land in.
1
Click Edit on the person's row
The list shows Code, Name, Type, WFM role, Shift, Home site, Supervisor, Login, Consent and Status.
2
Choose the Shift
The list holds the workspace's shifts, for example General shift and Second Shift.
3
Choose the Home site
The site the person normally works at. — none — leaves it empty.
4
Set the WFM role
Employee or Supervisor. The Supervisor list below picks who approves this person's requests. It starts as any supervisor.
5
Choose how they may punch
The Punching list has Workspace default — phone allowed, Kiosk only and Phone punch + kiosk.
6
Choose the Type
The list holds the employment types set up in Settings → Workforce, for example Full-time and Contractor. The type decides which sheet the person gets in the Excel summary and which rules apply to them: leave, weekly off and holidays. The same list is on the New employee form shown here. Set rules for an employment type shows how to give a type its own rules.
7
Click Save
Cancel closes the form without saving. The same form has a Set up login (email) box.
