Adding Supervisors

After setting up your Places, Policies, and Roles, set up profiles for your Supervisors in the People section of the Web Portal. Your supervisors' permissions will be based on the permissions set for their Role as well as the Policies you assign to them.

To complete the steps in this article, you must be an administrator or have the necessary view and/or edit permissions enabled. If you believe you should be able to complete the steps and are not able to, reach out to your account administrator to discuss updating the settings for your Role.

Add a supervisor:

1. Log into your CloudPunch web portal.
2. Select People from the Organization section of the side menu.
3. Click + Add New in the Supervisor section.
4. In the Personal section, enter a First Name and Last Name.
5. Set the supervisor's Time Zone and Home Department.
6. Click Next to continue to the Contact section.
7. Select the supervisor's Country from the dropdown list.
8. Enter the supervisor's contact details. These items are optional. 
   • Country
   • Street Address
   • City
   • State
   • Zip Code
   • Home Phone
   • Mobile Phone
   • Work Phone
9. Click Next to continue to the Authentication section.
10. If the supervisor will be using the web portal for punching on the web, viewing and editing timecards, running reports, etc. enter a Username and Password.
    • Usernames must be at least five characters.
    • Passwords must be at least four characters, and have at least one uppercase letter, one lowercase letter, one number, and one special character.
11. In the Identification section, add a PIN or Badge for the Supervisor to access the time clock menus, smartphone app, or punch on the time clock.
    • Select PIN and enter a 4-7 digit PIN as the ID Number.
    • Select Badge and enter the badge number as the ID Number.
12. Click Next to continue to the Job section.
13. Enter the supervisor's job details. These items are optional. 
    • Payroll ID
    • Hire Date
    • Pay Rate
    • Exempt Status
14. Click Next to begin assigning Policies.
    • You will need to have a Punch Management policy.
    • The Date Time Currency, Pay Period, and Pay Codes policies are the same across all departments and users.
    • All other policy types are optional.
15. Review the rules for each policy currently assigned to the department. Click on a policy to see a more detailed view.
16. Click + Assign or Replace Policy on the top right-hand side of the page.
17. Select the policy you want to assign.
18. If there was no previous policy of that type, the new policy is automatically added. If there was a previous policy of that type, confirm the changes by clicking Confirm and Assign to apply the policy changes or Cancel to discard the changes.
19. Click Save to add the supervisor to the account.