Once you have Workforce integration enabled within Buddy, you will need to link employee profiles with their Workforce profile.
Link Employees
At the bottom of the people page, you will find a button called Link Employees.
When you click this, select Workforce, and the interface will load all employees who are not yet linked to Workforce
AutoMap Employees
By clicking the AutoMap employees, as shown in the below screenshot, Buddy will automatically suggest links based on employee name, ID numbers or email address.
Any failed attempts will remain unlinked and would have to be selected manually
Note that if multiple employee profiles are sharing the same ID Number, this may create difficulty in the automapping, and manual attention is required.
Manual Links
For those employees not AutoMapped, simply click the drop-down menu and select the Link from the drop-down.
You can write the Workforce name in the drop-down to filter profiles.
Linking Through Employee Profile and Filtering by Team
One can link in the individual employee profile as well:
- Go to the People Page
- Edit the employee you want to link
- In the Workforce Link drop-down, select the Workforce profile you want to link them with
- If you want to filter specific Workforce Teams, select the teams you want to import timesheets and leave of
- Click Update Employee Details at the bottom right
Note: If the Workforce Team shows in the drop-down, it is not yet filtered. This is particularly useful if an employee is assigned to multiple teams with the same name.