Getting started
How do I enrol employees on the free trial?
Sign up, open the admin console, then add employees from Workforce → Employees and assign roles in Access → Users. No credit card required.
When you sign up for Punchly, your first account becomes the owner / super-admin of a brand-new workspace. The free tier is active by default — there is no separate trial activation step. Here is the full path from sign-up to your team clocking in.
1. Create your account
Go to /signup and register with your work email and password, or continue with Google. The first account on a workspace is automatically promoted to super_admin and linked to your company record.
2. Confirm your email
Open the confirmation link we send to your inbox, then sign in. You will land on the admin home at /admin.
3. (Optional) Set up your structure first
For cleaner reporting from day one, create your structure before adding people:
You can also skip this and come back to it later — employees can be reassigned anytime.
4. Add your employees
Open Workforce → Employees and click Add employee. For each person, fill in:
- Full name and work email
- Employment type (full-time, part-time, contract, intern, consultant)
- Department, designation, and team
- Joining date and assigned shift
Have a large roster? Use Import CSV on the same page to bulk-create employees from a spreadsheet.
5. Assign roles in Access → Users
Go to Access → Users and assign each new person a role: employee, manager, hr, finance, etc. Roles control exactly what each person sees and can do inside Punchly.
6. Share the login link
Send your team the workspace login URL. They sign in with the same email you added — and start clocking in from the web app or the Punchly mobile app immediately.
7. Track usage and upgrade when ready
Your free workspace stays free until you decide to upgrade. When you outgrow the trial limits, open Billing → Plans to choose a paid plan — no data migration needed.
What's included in the free trial
- Full attendance, timesheet, leave and shift management
- Web and mobile clock-in
- Admin console for workforce, access and reporting
- Knowledge base, support tickets and email notifications
Still stuck?
If anything looks different from these steps, contact our support team — we usually reply the same business day.
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