All Payroll Attendance People | Zipier help
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People

 

For people you manage, receive timesheet emails (can opt-out), set planned times, approve paid time off, and exchange signed docs. Check here to show up on the list of managers.


For people you supervise, receive timesheet emails (can opt-out), and set planned times. Check here to show up on the list of supervisors.


For people in your projects, receive timesheet emails (can opt-out), and set planned times. Check here to show up on the list of project leaders.


Optional, but if supplied, it'll be shown during customer facing interactions, like call scripts.

If left empty, your nickname will be shown. If that's also empty, your first name will be shown instead.


Adding a person? Just enter their email, and click "Invite". They'll get an email that'll have them all set up in just a few clicks.


Get a reminder to start your work-time (if it's not already running when you're logged in to Zipier). Don't want these reminders? Just uncheck here. You can always turn it back on later. Reminders won't repeat for at least 15 mins.


Get a reminder to download Zipier Desktop (if it's not already running when you're logged in to Zipier). Don't want these reminders? Just uncheck here. You can always turn it back on later. Reminders won't repeat for at least 15 mins.


Can't see the person you're looking for? Check they're a manager at Person > Settings > Permissions > Manager.


Can't see the person you're looking for? Check they're a supervisor at Person > Settings > Permissions > Supervisor.


Can't see the person you're looking for? Check they're a supervisor at Person > Settings > Permissions > Supervisor.


The incoming number that's dialed before connecting to your 'work extension number'.


Your four digit phone extn. connects you to your incoming calls, call transfers, voicemail, and call queues.

Click 'check' (above) to ensure this extn. isn't already in use.


If you work in multiple locations, choose the one you spend the most time at.


Optional. If there's an incident involving your car, or a parking problem, admins can look you up as the car's owner.


Leave empty if your post goes to your home (above)


Need to un-blacklist any sites from the org master list? Just add them above, and they won't show up as blacklisted anymore. Put each address on a new line.


Choose from a set of wallpaper images that change daily.


Set the color theme to go with your wallpaper.


When did this person first start employment?


When did this person end employment? (Leave empty if employment is on-going.)


The current agreement's start date.


The current agreement's end date. Leave empty for an agreement with no fixed end date.


Select the agreement template to be used as this person's agreement. Click 'Preview / edit' to see the template's contents.


Recommended for salaried employees. If exempt, no additional pay will be granted for overtime or working on holidays.


Recommended for contractors. Not withholding taxes? Check here if this person just gets paid the flat rate above.


The pay batch groups pay settings, holidays, currency, and more. It also sets tax calculations and defaults.


What percentage of this persons regular working hours are expected to be night pay hours. Used for the estimate on the pay tab.


Advanced users only. The percentage of their rate amount (above) that'll be added on top of their normal pay, for every hour worked (e.g., If base pay is $10/hr and hourly bonus is 50%, then total pay would be $15/hr). Hourly bonus is used by the penalty system. Set to '0' if you don't plan on doing penalties for misbehavior.


Optional. It's in your interest to establish any work products you've made before signing this agreement. You don't need to disclose much detail, but it should identify titles and dates of documents describing them.


The routing transit number (RTN) or sort code is a unique identifier for the bank.


The account number for backend money processing (not the number of the card).


The number on the bank card.


Any additional bank number supplied.


Remainder paid through main above.


Amount per paystub. Remainder paid through main above.


The routing transit number (RTN) or sort code is a unique identifier for the bank.


The account number for backend money processing (not the number of the card).


The number on the bank card.


Optional. Any additional bank number supplied.


Take the test at intelligencetest.com. Average = 100, Max. = 140, Min. = 60.


The annual 1604-CF form requires reporting the date a new employee left their last job (before joining your company). Only fill this in if they paid BIR tax on their last job.


Instantly block this person's access to every feature in Zipier. Paystubs continue to be paid, and all their data still displays in reports. If they're currently logged in, Zipier blocks them on the next link they click (and won't let them back in until this is unchecked).


Instantly block further paystubs from being paid. Sometimes this is necessary while a discrepancy over pay is being resolved.


Your first, middle, and last names as they should show on tax and legal documents.


Add your nickname if you have one. We'll still use your proper name (above) on official documents.


Social security number


Eight digit Preparer Tax Identification Number issued by the IRS.


If you're a paid preparer (such as a bookkeeper or accountant), check here to provide additional info about your firm (as required by the IRS).


Set the language of Zipier. Also sets date format.


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Answer. Each org's profile can be configured with different emails.

But from these different emails, you can select just one to be your login email.

To switch your login email:

  1. Switch to the account that isn't your default.
  2. Go to Person > Person.
  3. Look for the "switch login email" link further down the page.

Switching your login email won't affect or change your password.

Updated: 29 Mar 2018. Keywords: profile, accounts, orgs, unique.
 
Answer. It's not possible to have a different portrait photo in each org.

The following are shared between all your Zipier accounts:

  • Portrait photo.
  • Person name.
  • Nickname.
  • Signature image.
  • Interface language.
  • Login password.

By sharing these fields, it's easier to keep all your Zipier accounts up to date.

Updated: 29 Mar 2018. Keywords: image, customize, shared, accounts.
 
Answer. Unfortunately, you can't upload your own wallpaper images.

But you can choose from Zipier's selection of 20 beautiful daily changing collections at Person > Settings > Wallpaper > Wallpaper.

Let us know if you're interested in uploading your own wallpaper by contacting us on Zipier's FREE live chat support.

Updated: 29 Mar 2018. Keywords: pictures, photos.
 
Answer. Click the flag in the bottom right corner.

You can change your interface language in Zipier in three places:

  1. On the log in page.
  2. Click the language selector in the bottom right corner (where it may say "EN-US").
  3. Or, go to Person > Settings > Preferences > Language.

Your choice of language also sets the date order (e.g. d/m/y, m/d/y, etc) and which day is the first day of the week on calendars.

Updated: 29 Mar 2018. Keywords: dialect.
 
Answer. Change the theme, or change the wallpaper.

There are three main ways you can customize the appearance of Zipier:

  1. Change the theme from light to dark at Person > Settings > Wallpaper > Theme.
  2. Change the wallpaper background image at Person > Settings > Wallpaper > Wallpaper.
  3. Set your portrait photo at Person > Settings > Contact details > Portrait photo.
Updated: 29 Mar 2018. Keywords: change, look, theme, desktop, image, color.
 
Answer. Upload at Person > Settings > Contact details > Portrait photo.

If you prefer not to use the webcam, or your webcam is having problems, you can upload an image as your portrait photo at Person > Settings > Contact details > Portrait photo.

  • Upload a .png, .jpg, or .gif.
  • Any size is fine.
  • The recommended size is:
    • Width 400px.
    • Height 400px.
Updated: 29 Mar 2018. Keywords: photo, camera, send.
 
Answer. Click "Allow" when asked to use the webcam.

Note: Internet Explorer doesn't support taking portrait photos in Zipier. Try Chrome or Firefox.

When you click "Update photo" the photo booth will open. If this is your first time, you'll be asked allow Zipier to use your webcam:

  • Chrome: Click "Allow".
  • Firefox: Click the drop down triangle and choose "Always Share".

If it still doesn't work, check that your webcam isn't blocking Zipier:

  • Chrome: Menu > Settings > Show advanced settings > Privacy > Content settings > Media > Manage exceptions: Check that it's set to "Allow" for www.zipier.com.
  • Firefox: Go to the address about:permissions > Look for www.zipier.com on the left > Use the camera > Set to "Allow".
Updated: 29 Mar 2018. Keywords: image, shot, camera, upload, picture.
 
Answer. You get unlimited people, unlimited clock-ins, and unlimited projects.

There's with nothing to pay, ever.

There are no limits to using Zipier's FREE software.

Updated: 29 Mar 2018. Keywords: most, many, limit, create, much, how, restrict.
 
Answer. Go to Home > Deleted > People.

You can see a list of all the people you've deleted at:

  1. Home > Deleted.
  2. Choose "People".

Alternatively, you can also see your deleted people at:

  1. Org settings > Reports > Employees.
  2. Click "Show settings" .
  3. Click "Show / hide deleted" .
Updated: 31 Jul 2018. Keywords: trash, recycle, view.
 
Answer. You can't if you're not an admin.

If you're not an admin Person > Settings > Permissions > Org admin permission..., you can't edit other people's details. This is intended as a security restriction.

You'll still be able to edit some of your own details, and see the contact details of others, but that's all.

Updated: 29 Mar 2018. Keywords: change, permissions, update, restrict, security, stop, block.
 
Answer. Helps calculate correct holiday pay.

Zipier will use the target working days and hours to help calculate the correct holiday pay. Set the targets at Person > targetPerDayHrs.

Updated: 29 Mar 2018. Keywords: holiday, calculate, pay.
 
 
Answer. On the person, check Temporarily block access.

To temporarily block a person from accessing Zipier, without deleting them, check Person > temporarilyBlockAcce....

Updated: 29 Mar 2018. Keywords: stop, limit, restrict.
 
Answer. Check the options on Person > Settings > Permissions.

It's possible to add people to the list of managers, supervisors, and project leaders.

If your name doesn't appear on the list, go to one of:

Updated: 29 Mar 2018. Keywords: more, show.
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