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Quick add an employee

Setting up your employees in Urhere quickly so you can begin creating rosters and recording time straight away.

Urhere can work without adding your employee details. The minimum to roster an employee is their name.

This is a good option when you are setting up a smaller team, adding a new starter, or creating employee records one at a time.

You can finish their setup (and request their information) and sync them to Xero later once you're ready to approve timesheets and export to payroll.

NOTE: if an employee works in more than one location, the employee can be added into another location after they've been created in the first location. Always set up their main location first.

How to quick add an employee

  1. Navigate to the employee page and select Add Employee

  2. Enter the employee's full name and email address (this is required if the employee will enter their own onboarding details or will be using the GPS or QR code check in methods)

  3. You may set up a password on behalf of the employee (they can change this later) and toggle if you wish to have an email sent to the employee with an app invite.

  4. Select the level of system access you want the employee to have and select their home location

Understanding the different access levels of roles with your location:

  • Employee - Standard level of access required by most staff. Employee level access provides the ability to check in, confirm or reject shifts, claim shifts, swap shifts and communicate with the team based on your location settings.

  • Administrator - This is applicable to your employees that will be creating rosters, approving timesheets, analysing reports and communicating with the team.

  • Administrator Only - This is for any employee that will not be required on your roster or be creating any timesheets. This may be applicable to a bookkeeper or co-owner.

Now you are ready to start rostering and recording your employee's time.

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