TimeSimplicity & Other Product Ideas

Ability to create Supervisor/Client Logins via spreadsheet Import

During a new client configuration, we manually create all supervisor logins for our clients.  For large accounts, this is a very time consuming task.  Having the ability to create these accounts, with all applicable settings, via import would be a huge improvement.

 

Here is a suggested list of columns, which could be tied back to the different aspects of client/supervisor setup:

  1. Login Type: Client/Supervisor (required)
  2. Supervisor Login ID (required)
  3. Default Password (required)
  4. First Name (required)
  5. Last Name (required)
  6. Email
  7. Phone Number
  8. All Active Employees (Y or blank)
  9. All employees including inactive (Y or blank)
  10. All employees in group (name of group or blank)
  11. criteria statement: (whole typed out statement, or blank):
    • this one would know to create additional statements, based on the inclusion of AND/OR
    • Supervisor = John Doe OR Supervisor = Jane Doe OR Supervisor = John Smith
  12. Can See Wages (Y or blank)
  13. Can Edit Punches (Y or blank)
  14. Can Access Employee Setup (Y or blank)
  15. Can Edit/Delete Unmatched Punches (Y or blank)

Notes:

  • I thought you would leave out the "alternate employees visible" section of Supervisor Account Visibility section as it is not commonly used
  • I thought you could leave out the "for which employees is this supervisor allowed to approve" as it is most commonly set to all active employees
  • You could remove number 8 (all active employees) and have that be the default if nothing is set for 9-11
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  • Aug 7 2017
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