Manage employees of a policy

Modified on Tue, 11 Feb at 3:02 PM

Choose the employees that will be able to check in via the Kiosk by following the next steps:

  • Go to Attendance > Settings > Policies 
  • Choose an existing policy
  • Click on the three-dot-menu at the very end of the policy line
  • Choose  3  Manage employees or click on the row's hyperlink under EMPLOYEES





Assign employees




To assign new employees to your policy:


  • Click (+) Assign employees
  • Filter by Company, Office, Department etc. or type in the employee's name into the search field left of the magnifier glass

OR

  • Find the employee in the left column and click the blue (+)
  • To delete a selected employee in the right column click the red trash-icon 
  • Click ASSIGN EMPLOYEES



Note: When you selected existing employees, be aware that they already have an existing policy. Make sure you really want to reassign them to the policy you're managing at this moment. 

  •  Click YES, REASSIGN




Reassign employees


  • Select employee by checking the box right of their name
  • Select all employees by checking the box right of the FULL NAME column
  • Click ACTIONS




  • Choose Reassign



  • Select a policy you want to reassign the employee to
  • Click REASSIGN


Remove employees


  • Select employee by checking the box right of their name
  • Select all employees by checking the box right of the FULL NAME column
  • Click ACTIONS
  • Click Remove



  • Click REMOVE




To add a new policy or to edit a policy, read the linked articles.


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