HelpWorkspace setup

Employees

Invite Employees, update their profiles and employment details, archive people who have left, and manage Employee, Administrator, and Owner access.

Guided tour 2:21

Invite employees and get them signed in

Invite employees with the right starting access, review pending invitations, and confirm that a new employee can sign in.

Transcript
0:00Invite employees and get them signed in
Clockspot lets you invite employees by email and give each person their own secure account. Once they join, they can clock in and review their own time. Employees do not need to create or remember a password. They use the secure link in their invitation email to join Clockspot and sign in. In this video, we will invite an employee, show what they receive, and confirm that they can sign in successfully.
0:25Give each person the right starting access
Start with the menu on the left. Scroll down until you can see Settings, then select it. On the Settings page, choose Employees. This is where you invite people and manage their accounts after they join. Select Invite employees, then enter the email address of the person you want to invite. You can enter several addresses at once, separated by commas, spaces, or new lines.
0:49Start each person with what they need
Everyone you enter together receives the same starting access. For someone who needs to record their own time, keep Employee selected. This lets them clock in and out and view their own time. Choose Administrator for someone who should manage employees, schedules, reports, or company settings. You will also choose whether they can manage everyone or only selected employees. Administrator access by itself does not let them track their own time. An administrator can also be an Employee. After they join, open their profile, choose Access, and select Count as an employee so they can clock in and out too. If you are inviting people with different starting access, send them in separate groups.
1:31Know whether someone still needs to join
Preview email lets you see the message before it is sent. When the addresses and access look right, select Send invitations. Clockspot confirms that the invitation is on its way. Until the person joins, their address appears under Pending invitations at the top of the Employees page. Open it to resend the email or revoke an invitation sent to the wrong address.
1:53Finish with a working employee account
Now we will switch to what the employee sees. They open the email and select Accept Invitation. The link opens a Clockspot page, where they select Accept invitation once more. Clockspot signs them in right away. The employee can now open the Time Clock page from the menu on the left and record their time. Once they can see that page, the invitation is complete and they are ready to test their first shift.

What this page shows

The page lists the active people you can manage. Employee shows Yes or No. Administrative access shows Administrator or Owner when either applies. Otherwise the cell is blank. Use Edit details in the row menu to open the full profile. Whether an Employee can clock in and out is set separately on their Access tab.

Owners and Administrators who can manage Everyone see pending invitations when any are waiting and can use Invite employees. An Administrator limited to Assigned employees sees only those employees and cannot invite someone new, because a future employee has not been assigned yet.

Inviting employees

Press Invite employees and paste one or more email addresses. The dialog accepts addresses separated by commas, spaces, or newlines, removes duplicates, and shows any invalid addresses before you send. Then choose how they should start:

  • Employee — counts as an Employee in schedules, timesheets, time off, and reports, without administrative access. Clocking in and out starts on.
  • Administrator — can manage employees, approvals, reports, and company settings. New Administrator invitations do not count as Employees by default. When you pick Administrator, also choose whether they will manage Everyone or only Assigned employees you select before sending, and they start with exactly that access when they accept.

Everyone in a single invite batch starts with the same setup. Owner is not an invitation choice: invite a future Owner as an Administrator, then change their access level to Owner after they accept. Each invited person receives an email link to join.

Changing Employee status and access

An Owner can open a person's profile and select Access. Employee status controls whether the person counts as an Employee and whether they can clock in and out. Access level controls whether they have no administrative access, Administrator access, or Owner access.

For an Administrator, Employees they can manage controls their reach:

  • Everyone — can view and manage every current and future employee.
  • Assigned employees — can view and manage one or more Employees the Owner selects.

Employees they can manage appears only while Administrator is selected. Press Save access to apply the access level and Employee selection together, whether the person is becoming an Administrator or already is one. Owners always have access to every Employee. The boundary follows the Administrator through Employees, schedules, time records, approvals, time off, reports, exports, Who’s Working, kiosk PINs, phone clocking, notifications about those employees, and connected Clockspot tools. If an assigned employee is archived, they stay in this control with an Archived badge so the Owner can remove the assignment. While they are archived, the Administrator cannot see or manage them, and restoring them brings the assignment back without re-selecting it.

An Owner can use Archive to revoke access while keeping the person's historical records. Change an Owner to a different access level before archiving them. Someone who is currently clocked in must be clocked out first. Choose View archived employees to review archived people and use Restore to give access back.

Employee settings

Open Edit details to manage:

  • Profile - display name, time zone, locale, and employment details when the person counts as an Employee.
  • Contact - verified email and phone, plus street, city, country, region, and postal code.
  • Access - whether the person counts as an Employee, whether they can clock in and out, whether their access level is No administrative access, Administrator, or Owner, and, for an Administrator, whether they can manage Everyone or Assigned employees.

Pay is set separately on the Employee Pay page, not here. Clock-in credentials aren't on the employee profile — use Kiosks or Phone Clocking, where the setup list follows the same Employee boundary.

Common questions

The invite email didn't arrive.

Open the pending invitations control in the header and use Resend for the correct address. If the address is wrong, Revoke it and send a new invite.

Can I invite several people at once?

Yes. The Invite employees dialog accepts many emails pasted at once, separated by commas, spaces, or newlines. Everyone in a batch starts with the same setup. Invite separately when some people should start as Employees and others as Administrators.

Why did an invitation get skipped?

Clockspot skips addresses that already belong to the workspace. Check the employee list before sending another invite to that address.

How do I transfer Administrator access before someone leaves?

An Owner should choose Administrator or Owner for another person under Access level and save the change. The new Administrator can manage employee records; an Owner can also change access levels and archive the departing person.

About Clockspot

We make employee time clock software for small businesses.

About Clockspot

Clockspot keeps clock-ins, corrections, approvals, and payroll-ready hours connected so owners and managers can review the workweek before payroll.

Want to simplify how your employees track time? See how Clockspot works.