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How to Add a Person to Your Jolt Account
How to Add a Person to Your Jolt Account
Curtis Nash avatar
Written by Curtis Nash
Updated over a week ago

How to Add a Person to Your Jolt Account

This guide will help you add new people to your Jolt account step-by-step.
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Before You Start

  • Roles: It's recommended to create roles before adding people. Refer to the Create and Edit Roles article for more information.

  • Bulk Import: If you need to add multiple employees at once, see the Bulk Import People article.

Step-by-Step Guide

  1. Login to the Jolt Web Portal:

    • Navigate to People and then People.

  2. Add a New Person:

    • Click on +New Person.
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Enter Basic Information

  1. First and Last Name:

    • Enter the employee's first and last name.

  2. Hourly Rate:

    • Enter the hourly rate if you are using Labor Forecasting for scheduling.

  3. Employee ID Code:

    • Enter the employee ID code (informational).

  4. Notes:

    • Add any relevant notes about the employee.

  5. Preferred Language:

    • Choose between English, Spanish, and Chinese. This setting only changes the native text within the Jolt App.

Enter Contact Information

  1. Email Address:

    • Enter the employee's email address. This email will be used for Jolt notifications.

  2. Phone Number:

    • Enter the employee's phone number and select the mobile carrier to enable notifications.

  3. Addresses:

    • Enter the address (informational).

Set Scheduling Notification Settings

  1. Notifications:

    • Choose how the employee will receive scheduling notifications. These settings can also be managed by the employee.

Assign Roles

  1. Role Assignment:

    • Assign a role to the employee. Employees can have multiple roles in different locations. Refer to the Create and Edit Roles article for more information.

Jolt App Access

  1. PIN Assignment:

    • Assign a PIN for the employee to use the Jolt App. This can be changed once the employee logs into their profile.

Account Access

  1. Invite Employee:

    • Enter the employee's email and select Invite. This allows them to log into their profile from a computer or Jolt Lite. Refer to the Invite Employees to Your Account article for more details.

    • For more information on access levels, see the Account Access Levels article.

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