How to Add a Person to Your Jolt Account
This guide will help you add new people to your Jolt account step-by-step.
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
Login to the Jolt Web Portal:
Navigate to People and then People.
Add a New Person:
Click on +New Person.
Enter Basic Information
First and Last Name:
Enter the employee's first and last name.
Hourly Rate:
Enter the hourly rate if you are using Labor Forecasting for scheduling.
Employee ID Code:
Enter the employee ID code (informational).
Notes:
Add any relevant notes about the employee.
Preferred Language:
Choose between English, Spanish, and Chinese. This setting only changes the native text within the Jolt App.
Enter Contact Information
Email Address:
Enter the employee's email address. This email will be used for Jolt notifications.
Phone Number:
Enter the employee's phone number and select the mobile carrier to enable notifications.
Addresses:
Enter the address (informational).
Set Scheduling Notification Settings
Notifications:
Choose how the employee will receive scheduling notifications. These settings can also be managed by the employee.
Assign Roles
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
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
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.