Add Employees

The most important thing for adding employees is registering from CrossChex Cloud instead of device since user data is synchronized from the cloud to the device.

There are two methods to add employees. One way is to add them one by one manually, and another way is to add them in batches through the import table.

Manual addition can complete all Settings step by step. Batch-add can only batch-import basic information. The rest of the content still needs to be edited manually one by one.

Note:

1. It’s possible to add employees before connecting devices. But it can’t enroll fingerprint or face if the device is not connected to Cloud. Therefore, we suggest finishing the connection first. How to connect a device?

2. The first employee for a new Cloud account must be the administrator/account owner user with ID 1 who will always have total control of the software and cannot be deleted from your account.

We suggest keeping this user just for administrative role. In other words, if you need to, we recommend creating a new user/employee for the owner to add biometric information to be checked.

3. It’s available to add a user by only finishing the employee information and closing the Employee window to save without keeping clicking “Next” to complete the whole four steps.

The video below shows the complete procedure of manually adding an employee.

1. Enter Organization > Employee.

2. Click “Add” and a window will prompt.

3. Finish step Employee Information and click “Next”.

All the items marked with a red asterisk (*) are mandatory to proceed with the enrollment.

4. Select Punch Mode and Multi Dept. in step Punch Management.

5. Enroll at least one punch method and click “Next”.

6. Select a role and set a default password for employees in step Role Settings.

7. Click “Next” and an employee invitation window will prompt.

8. Edit and click “Send”. Or click “Skip”.

9. Assign scheduling in step Schedule Settings and click “Confirm”.

10. Click “Confirm”.

The video below shows the procedure of importing employee information in batches.

1. Enter Organization > Employee.

2. Click “Import” and a window will prompt.

3. Click “employee.xlsx” to download the template file.

4. Edit the file with employee information.

All the items marked with a red asterisk (*) are mandatory to proceed with the enrollment.

5. Back to Cloud. Click “Select File” to submit the edited file.

6. Click “Confirm”.