6. Employee Profile Overview

If you want to go into an individual employee’s profile, click on the link or the employee’s name in the employee section.  This will then bring you to the employee profile. We will now explore the Personal, Work and Payroll tabs in detail. 

The first tab here is the Personal Tab, and here you’ll find at least a first name, a last name, and an email address that needs to be collected. 

You may have other fields to complete, such as address or phone number, depending on your account settings.

Any field with a red asterix is required to be completed in order to create an employee profile, and may be different depending on your account settings. 

The next tab to look at is the Work tab. This tab shows how an employee is organised within the Bizimply system, with the information you need for them to clock in and be scheduled effectively.

First is the employee’s Timestation PIN, which they use to clock in and out.  You can edit it, but we recommend keeping it to the one automatically generated by the system.

Next, is access to the Web Portal. Your employees should be allowed access to the Web Portal as this is how they get access to Bizimply to use the MyZimply app to view their schedule and log Time Off.   If you don’t want them to ever be able to log in to Bizimply,  you should change this to “no access”, but that is not recommended.

The Main Location of an employee is where they do the majority of their work, and where their manager is located. Their full profile is visible at this location, and their Time Off is allocated to this location. 

If you’re employee works at another location, and needs to be scheduled and clock-in there, you can add that location as a “Shared Location” by selecting and adding it into this field.

Next, the “Name on Schedule” field is the employee’s name as it appears on the rota or schedule as it’s built.  You can edit this to be a different name to their given name if needed. 

The “Schedules” field is how you allocate your employees to the different schedules or rotas in your account.  Currently this employee Jeremy is only on the Back of House Schedule. 

This is what this looks like in our Schedule section when we’re on the Back of House Schedule.

If we then look at the Front Of house schedule, Jeremy is not there. 

So in order to add Jeremy to the Front of House schedule, we need to select and then add it in the Schedules field, and then click ‘Save’.

The next field is the Main Position, or the position your employee covers most in their work.  You can assign this from the dropdown menu created in your Settings. If your employee covers any other positions, they can be assigned under Other Positions.

When building the Schedule the shift is immediately assigned to the Main Position of the employee, but you can change this if you click on the shift and edit. 

The last field in the Work tab will let you know if an employee has enabled two-factor authentication on their Bizimply login as an extra layer of security. This is currently disabled for Jeremy.

The last tab we’ll now look at is the Payroll tab. The Payroll Tab then stores all the information we need for payroll purposes, as well as for tracking costs.

At the top we have the fixed information for the employee. Here you can assign them a Payroll Department for reporting purposes. 

You can also enter an employee number for reporting.  This should match the employee number in your payroll system.

You can store your NI number in here if you are from the UK, or in Ireland it will save as your PPS number. 

If your employee can only work a certain amount of hours per day or per week, you can have those numbers in here, and you will be alerted on the schedule if these rules are broken.

Below then is the current, and first, pay record for Jeremy.  This record shows that he is paid hourly, and this pay rate is effective from 1st June 2025. 

He also has a reason for this pay rate in that it is his starting pay rate. As this is an hourly rate, he doesn’t need a Main Schedule assigned.  If an employee has contracted hours, they should be put in the contracted hours field to help with reporting. 

The actual pay rates are then entered on the right-hand side.  Enter in the hourly rate, and a Sunday rate if it’s different to the base rate.

If you have a default Public Holiday rule, it will populate in here.   But if you wish to select any other Public Holiday or Overtime rules, you need to select them from the drop-down menu available.

Then click the “Add Pay Rule” button beside the rule.  If the rate has been added, it will appear underneath so you can see it before you click save.

If you have different pay rates for different positions, add a position exception by clicking on the plus button here, and fill in the rate that’s different from the main position of the employee.

Make sure to click and save any changes made. 

If at any point an employee needs an update to their salary, click the “New Pay Record” button.

This will start a new pay record with an effective date, which should be when the new salary begins. You can create records historically or in advance.

As before, add in your hourly rate and any other pay rules that need to be added. Remember to save when finished