Add a New Administrator

Adding new administrators to your account is quick and easy using the Add Person wizard! Administrators have fully access to the account including adding and editing employees, departments, and account-level settings. All accounts include one admin at no charge. While adding more is simple, additional admins come with a fee. 

People with an Administrator role do not count toward your plan’s active employee limit. Administrators cannot track time or have timecards. If someone needs to perform admin functions and track time or be paid hourly, they must have separate administrator and employee profiles.

In this article:

A Note for uAttend Payroll Accounts

What You Need Before You Start

Steps to Add a Administrator

1. Select Add Person from the People Tab.
2. Select Administrator for the Role.
3. Enter the Administrator's First and Last Name.
4. Configure Payroll Options. (uAttend Payroll Accounts Only)
5. Set Pay Rate and Exemption Status. (uAttend Payroll Accounts Only)
6. Enter the Username and Email Address
7. Save the Administrator Profile.

Invite User

(Optional) Update My Account Details

Using uAttend Payroll?

If your account uses uAttend Payroll, administrators are always salaried. An administrator profile can be used for payroll processing, or payroll can be handled through a separate employee profile, depending on how the person is paid.

Keep in mind:

• Each profile must have a unique first and last name combination
• Each profile must also have a unique username and email address

What You Need Before You Start

Gather the following information for your employee before you begin:

Using uAttend Payroll	Not Using uAttend Payroll
First name  Last name Pay rate Exemption status Username  Email address	First name Last name Username Email address

To add an administrator to your account:

Step 1: Select Add Person from the People Tab.

Account administrators are able to add new administrators to the account. After logging in to the web portal, navigate to the People tab and click Add Person toward the upper-right of the page.

Step 2: Select Administrator for the Role.

Click the drop-down option for the Role and select Administrator. 

If you are using uAttend Payroll, administrator profiles are always salary and cannot have timecards. If this person is hourly or needs to track time, you must create a separate employee profile for payroll and time tracking.

Step 3: Enter the Administrator's First and Last Name.

Each profile must have a unique first and last name combination. If the person has or will have multiple profiles (such as a administrator profile for management and an employee profile for time tracking), the two profiles cannot have the same name. 

If using uAttend Payroll, the profile used to process payroll should use the employee’s actual name.

Example:

	First Name	Last Name
Employee Profile	Jack	Smith
Administrator Profile	Admin Jack	Smith

Step 4: Configure Payroll Options. (Payroll Accounts Only)

If not using uAttend Payroll, skip to step 6. 

If you are using uAttend Payroll, you'll need to set whether this profile will be used for payroll and if the administrator will self-onboard.

If you will use this profile for payroll:

Choose whether the person will self-onboard for payroll.

If Yes:

• The employee will receive an email to complete the self-onboarding process. 

If No:

• The payroll administrator must enter the payroll details manually using an employee setup form.
• You will need an employee setup form. Reach out to our support team after adding the administrator to your account if you do not have the form.

If you will not use this profile for payroll: 

Select No and move on to the next step.

Step 5: Set the Pay Rate and Exemption Status. (Only for accounts with uAttend Payroll.)

If not using uAttend Payroll, skip to the next step. 

If you are using uAttend Payroll, you'll need to set the annual Pay Rate and Exemption Status for this administrator. 

In uAttend, account administrators are always set to Salary and cannot have timecards. If this person is hourly or needs to enter timecard information, create a separate employee profile for them.

Step 6: Enter a Username and Email Address.

Enter a unique Username and Email Address for this administrator. 

Step 7: Save the Administrator Profile.

Click SAVE AND CLOSE to save the administrators profile. You will be taken back to the People tab.

For accounts using uAttend Payroll:

• If the person is self-onboarding, choose whether to send the self-onboarding email now or later. 
  If you choose later, you can send the email from the administrator's profile or from the Payroll tab at a later time.
• If the person is not self-onboarding, the profile is created but cannot be paid until payroll onboarding is completed. 
  The payroll administrator must enter the payroll details manually using an employee setup form. Reach out to our support team after adding the administrator to your account if you do not have the form.

Next Steps

The Add Administrator wizard only adds the administrator to the account. It does not set the password. Be sure to navigate to the administrator's profile and click the Invite User link. This will send them an email to set up their password. 

Once logged in, they can update the additional fields in their profile.

An Added Note

If you are updating or changing account ownership, be sure to navigate to My Account and make sure your billing information is up-to-date.