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How to Add Employees to Your Workshop Dashboard

Learn how to set up shift templates and add team members for accurate time tracking. Configure schedules for day shifts, night shifts, and more.

Why Shift Templates Matter

Before adding employees, create shift templates. This defines:

  • Working hours - When each shift starts and ends
  • Break times - Scheduled breaks during the shift
  • Non-working days - Weekends or days off

This ensures accurate time tracking and prevents incorrect logged hours. Without proper shift templates, workers might log time outside their scheduled hours, leading to inaccurate records.

Creating a Shift Template

Navigate to the Shift Templates section in your dashboard to create templates for your team.

Standard Day Shift Setup for Manufacturing Workshops

A typical day shift template might include:

  • Start time: 6:00 AM or 7:00 AM
  • End time: 3:00 PM or 4:00 PM
  • Break: 30 minutes for lunch
  • Working days: Monday to Friday

Using the Copy Monday Feature

To save time, set up Monday and then use the "Copy Monday" button to apply the same schedule to Tuesday through Friday. This is especially useful for workshops with consistent weekly schedules.

Multiple Shift Support

If your workshop runs multiple shifts (day shift, afternoon shift, night shift), create a separate template for each. Workers can then be assigned to the appropriate template based on their roster.

Adding an Employee

To add a worker to your system:

  1. Navigate to the Employees section
  2. Click "Add New Employee"
  3. Enter a unique employee ID (this could be their payroll number or badge number)
  4. Add their full name
  5. Assign the appropriate shift template

Each employee receives:

  • Worker portal access - They can log time via QR code scanning
  • Task history tracking - Complete record of all work performed
  • Exportable reports - Time sheets and productivity reports

Employee ID Best Practices

Choose a consistent format for employee IDs across your workshop:

  • Use existing payroll numbers if available
  • Keep IDs short and memorable (workers need to enter these)
  • Avoid using names (two workers might share the same name)
  • Consider using badge numbers if you have an existing ID system

What is Next?

With your employees added, you are ready to set up the actual work processes, tasks, and job cards that your team will track.

Continue to: How to Set Up Processes, Tasks and Job Cards →