Docy

Setup Employees

Estimated reading: 1 minute

Note: Your account either needs to be an admin or have Employee dashboard access.

Navigate to Databank – Employees

Create on Create on the top right.

Depending if you have a simPRO integration connected or not, you can create an employee using details from a simPRO employee. If you choose to use a simPRO Employee, then any simPRO related integrations to the employee will be linked.

Fill in the Employee details and click on Create at the bottom of the form.

  • Only First Name and Last name are required fields.

Once you have created the employee, you will see tabs appear on the screen.

Navigate to the Login tab.

  • Select User Login Enabled
  • Enter in a username – this has to be unique for the employee
  • Click Update User

A Reset Password prompt will appear, which will be where you set the employee password.

  • Enter in the New Password
  • Confirm the New Password
  • Click Update Password

Now that you have created the employee login, you need to give them Mobile access.

Navigate to the Mobile tab.

  • Select Timesheets
  • Click Update