Employee Setup, Onboarding
How to bulk upload staff details?
Last Updated: November 4, 2024Bulk upload allows you to upload staff information together in one go. You can bulk upload through the Web Dashboard. Follow the steps below: In Truein Web Dashboard: Step 1: Web Dashboard > Staff Directory > Click “Bulk Upload” > Click “Bulk Add – New Staff” Step 2: Download the sample file. ...
How do you add staff members one by one?
Last Updated: November 4, 2023You can add staff one by one through the Web Dashboard. In Truein Web Dashboard: Web Dashboard > Staff Directory > Add Staff (User) > Enter Staff Personal Details > Click Next > Enter Staff Employment Details > Click Next > Enter Staff Access Details > Click Next > Select Role > Click Add ...
How to change or edit staff details?
Last Updated: November 4, 2023After uploading employee details, you can take the below actions: Edit: You may want to change personal or employment information as well as change device or site details through the edit action button. Delete: You can remove an employee from the system when he leaves the organization Deactivate: In case an employee is on maternity...
How do we delete or remove a staff member who leaves the organization?
Last Updated: May 16, 2023You can delete or remove a staff member from the system when they leave the organization through the Web Dashboard. However, you can delete them only after deactivating them first. In Truein Web Dashboard: Web Dashboard > Staff Directory > Search for staff member’s name > Action Column > Click Three Dots > Click Deactivate...
How to reactivate a deactivated staff member?
Last Updated: February 3, 2025When a staff member rejoins the organization, or if you need to reactivate a staff member for some other reason, you can do it directly from the Web Dashboard. This will help you skip the onboarding process. In Truein Web Dashboard: Web Dashboard: Staff Directory > Deactivated > “Search” for the deactivated staff member...
How do I upload staff documents?
Last Updated: May 16, 2023You can upload staff onboarding documents like Aadhar cards, PAN cards, driving licenses, or any other documents through the Staff Directory on the Web Dashboard In Truein Web Dashboard: Web Dashboard: Staff Directory > Action Column > Click Three Dots > Click Edit > Select Work Tab > Staff Documents > Select Document Type >...
Can I transfer staff from one location to another?
Last Updated: October 22, 2023Yes, you can transfer staff from one site or location to another. In Truein Web Dashboard: Web Dashboard: Staff Directory > Action Column > Click Three Dots > Click Edit > Access Tab > Select New Base Site After a staff member is transferred, you need to reassign the manager and Additional Site Access details....
How to setup multiple locations for staff?
Last Updated: October 22, 2023If a staff member has to visit multiple locations regularly, you can assign additional sites to the member. In Truein Web Dashboard: Web Dashboard: Staff Directory > Action Column > Click Three Dots > Click Edit > Access Tab > Select Additional Sites Once the sites are selected, the staff member will be able...
How to bulk invite staff to sign up for User App access?
Last Updated: August 20, 2024You can bulk invite staff to sign up for the User App through the Web Dashboard. In Truein Web Dashboard: Step 1: Web Dashboard: Staff Directory > Select the staff you can invite to sign up for the User App > Click the Roll-out button Step 2: An SMS invite will be automatically sent...
Can I invite a single staff member to sign up for User App access?
Last Updated: May 16, 2023If you have a new staff member and wish to send an invite to sign up for the User App, you can do so through the Web Dashboard. In Truein Web Dashboard: Web Dashboard: Staff Directory > “Role” Column > Click “Send Invite” An SMS will now be sent to the staff member. The SMS...
How to onboard new employees?
Last Updated: December 8, 2022Onboarding of new staff is a simple two-step process: The admin adds the staff details in the staff directory through bulk or individual upload. The staff completes the onboarding process by registering their face from the Kiosk or User App.
How do you onboard the staff from the kiosk?
Last Updated: December 8, 2022On the Kiosk app click on the three dots in the top right corner and click on ‘Staff List’. Step 1:Find the staff pending face registration in incomplete list. Click on the respective staff name and take a selfie to complete onboarding. Step 2: Once the face is registered their names will appear under complete...
How can employees self onboard themselves using their own mobile?
Last Updated: December 8, 2022To complete the onboarding process using their mobile, a staff member needs to follow the below steps: Step 1: Click the invite link in the SMS received from the admin. Step 2: Download the Truein User: Time & Attendance App from the Play store/App store. Step 3: Use the mobile number as the user ID....
I don’t want my staff to take their attendance using the Truein User App on their mobile. Can they use the App just to view their attendance?
Last Updated: May 16, 2023Yes, the User App can be set to enable just viewing of attendance. In Truein Web Dashboard: Web Dashboard > Staff Directory >Select Staff > Action Column > Click Three Dots > Click Edit > Access Tab > Unselect ‘Allow Attendance from User App’ Select Invite, assign the required role and Save.
How can I set up a reporting hierarchy or assign roles to the staff?
Last Updated: August 20, 2024Every organization has its own reporting hierarchy structure, and the Truein system makes it extremely easy to set this structure. To view the various roles and the features these roles have access to, you can select ‘View Roles’ in the Staff Directory on the Web Dashboard. Web Dashboard: Staff Directory > View Roles ...
How to assign a manager to a staff member?
Last Updated: May 16, 2023You can assign a manager to each staff member or a group of staff. Assigning a Manager to each Staff member Individually (One by One): In Truein Web Dashboard: Web Dashboard: Staff Directory > Action Column > Click Three Dots > Click Edit > Work Tab > Select Manager from Manager Drop Down ...
Can an admin also be a manager for their reporting staff?
Last Updated: December 8, 2022We can assign an admin role to a manager, but the user will only be able to see the admin view in the dashboard. Currently, there is no option to show two separate dashboard views for the same user.
Can onboarding photos be uploaded from the admin dashboard?
Last Updated: December 8, 2022No, the staff can onboard themselves through the User App (Self Onboarding), or the admin can help onboard the staff through the Kiosk App.
My onboarding photo is not clear. How can I retake it?
Last Updated: May 16, 2023If your onboarding photo is unclear, you can retake the photo either through the Kiosk App or the User App. Option 1: Through the Kiosk App Click three dots on the top right corner > Click Incomplete staff and search for your name > Click your name > Click Retake Option 2: Through the...
I am getting an incorrect user-ID/password error during login. How to resolve it?
Last Updated: October 12, 2023Please use your registered mobile number or email ID as your User ID. If you forget your password, you can change it through the User App or Dashboard. From User App -> Profile -> Change Password From Dashboard -> Click on your name on top -> Profile -> Change Password
I am getting “No Access to take Attendance” when I try to take attendance. What should I do?
Last Updated: December 8, 2022You get this error when you are not authorized to take attendance via the User App. To enable access, please get in touch with your organization’s HR or Admin.
Is it possible to change a staff member’s role?
Last Updated: May 16, 2023You can change a staff member’s role from the Staff Directory. This can be done individually for each member or in bulk for a group of members. To view the various roles and the features each role has access to, you can select ‘View Roles’ in the Staff Directory on the Web Dashboard. Web...
How to set the time zone for a staff member?
Last Updated: May 16, 2023You can set the timezone for a particular staff member by following the below steps: In Truein Web Dashboard: Web Dashboard > Settings > Admin > Manage Staff Access > Action Column > Click Three Dots > Edit > Click ‘Select Timezone’ dropdown > Select the required Timezone > Click Save
How to update the staff mode?
Last Updated: October 9, 2023You can set the staff mode or the employment type as ‘Permanent’ ‘Contract’ or ‘Both’. In Truein Web Dashboard: Web Dashboard: Settings > Admin> Staff Mode > Click ‘Select Mode’ Dropdown > Select the required mode or staff type > Click Change
How to bulk edit staff details?
Last Updated: November 4, 2023You can bulk edit staff details from the Web Dashboard. In Truein Web Dashboard: Web Dashboard: Staff Directory > Upload -> Select Bulk edit- Existing Staff > Select ‘Click Here’ to download the excel sheet of the existing staff > Edit Staff Details > Click Save > Click Upload Select the...
How to add a staff member as a global admin in the system?
Last Updated: August 20, 2024To add a staff member as a global admin, follow the steps given: In Truein Web Dashboard: Web Dashboard: Settings > Roles & Access > Non attendance users > Add/ Edit the details as required> Set Access Role to ‘Admin’> Enable the “Global Admin Access” checkbox > Click Save Now, the staff member added as...
Can I send the app signup message manually to staff in case they don’t receive the signup SMS?
Last Updated: December 8, 2022A signup SMS is triggered and is sent to the staff when the admin enables their user app access. In rare cases, if a staff member doesn’t receive the SMS, you can send the below message to them manually. ———————————————– We are now using Truein, Face attendance system You are invited to signup for...
My staff didn’t receive the signup OTP SMS. How can I resend it?
Last Updated: May 16, 2023As part of the signup process, the staff will receive an OTP on their mobile number to complete the registration. If the staff doesn’t receive the OTP, the admin can check the SMS delivery status in the admin dashboard and manually provide the OTP to the staff.
How to setup Managers in Truein?
Last Updated: July 16, 2024To add a user who is supposed to be a manager in the system, You need to enable “User can be added as Manager/Dept head” access. Please find below steps to setup Manager: Go to Web Dashboard > Staff Directory > Search for the user who needs to be added as Manager In Access Details...
Does Global Admin have more access than Admin?
Last Updated: April 24, 2023Yes Global Admin can add Sites also into the system as well as manage and view subscription & billing details. To add a person as a global admin in manage access, you have to assign the person as Global Admin.
Once we add a user with an email address, does the user get an automatic email with their login info?
Last Updated: April 24, 2023To signup in the dashboard/mobile app, a mobile number is mandatory. If email is entered, the user will be able to login using email id as well. User doesn’t get an automatic email, they will receive it only after the admin triggers the signup invite. They will get an SMS in their registered mobile number,...
What kind of roles are available to assign to my staff ?
Last Updated: October 7, 2023Truein provides out-of-the-box roles like Staff, L2 Admin, L3 Admin, Admin, and Global Admin as well as hierarchy roles like Manager, Department head, and Contractor Supervisor. You can refer to the roles section to check for the access available for each role. In addition, for enterprise customers, Custom Roles can be set up on...
How to add contractor Agency?
Last Updated: November 2, 2023You can add the details of your staffing or contractor agencies and keep track of KPIs automatically. When you add a contractor agency, you need to select a site and the contractor’s name, contact number, email, etc. You also need to set the attendance limit. That is, you need to enter the maximum number...
How to assign Contractor Agency to Staff?
Last Updated: October 12, 2023While adding staff, if you define the contractor agency, it will give their supervisor visibility regarding their contract workers’ attendance. The steps to Assign a contractor agency is given below: In Truein Web Dashboard: Web Dashboard: Staff Directory -> Open Staff -> Edit -> Work -> Contractor Agency -> Dropdown select option -> Save You...
What will be the login credentials for staff?
Last Updated: December 7, 2023Staff can log in with their registered mobile number or email ID and they can set a password for themselves.