How to add tokens to employee profiles. User role required to add tokens: Identity Manager and/or Administrator.
Adding tokens to employees means they can scan a unique barcode, QR code, or RFID at the Kiosk to sign in/out quickly, accurately, and often without any contact.
Tokens can be added to employees by an:
- Administrator through their profile or CSV import.
- Identity Manager through the Identity Management section.
Through the profile
- Go to Tools > Locations.
- Click View next to their location.
- Select Employees from the left-hand menu.
- Find the employee using the filters and/or Keyword Search.
- Click View next to their name.
- Select Employee Tokens from the left-hand menu.
- Click Add Token.
- Select the Token ID Type.
- Enter the Token ID Number or use one of the shortcut entries:
System ID – The employee’s unique identifying number in WhosOnLocation. This will always be unique for every employee.
Employee ID – The employee ID entered in their profile information. - (Optional) Set the Issued and Expires.
Please Note: If a token is expired, the employee cannot use it to scan in but can still sign in manually. - Click Save.
Through CSV import
These are instructions for updating existing employees and adding tokens in bulk. Click here if you want instructions on adding new employees with tokens.
- Go to Tools > Locations.
- Click View next to their location.
- Select Employees from the left-hand menu.
- Click Export Employees.
This will download a CSV file of employees. - Open the file.
- Enter the Token Type, Number, Issue, and Expiry
Please Note: Token Types must match the types set up in your account and Token Numbers must be unique. - Save as a CSV UTF-8 file type.
- In WhosOnLocation, click Update Employees.
- Click Update your Employee List from a CSV File.
- Click Select CSV File.
- Open the saved file.
- Click Update Employees.
Through Identity Management
- Go to Tools > Identity Manager.
- Select Token Holders from the left-hand menu.
- Click Assign Token.
- Set Person Type to Employee.
- Search for and select the employee’s name.
- Select the Token ID Type.
- Enter the Token ID Number or use one of the shortcut entries:
System ID – The employee’s unique identifying number in WhosOnLocation. This will always be unique for every employee.
Employee ID – The employee ID entered in their profile information. - (Optional) Set the Issued and Expires.
Please Note: If a token is expired, the employee cannot use it to scan in but can still sign in manually. - Click Assign.