Administrators / ​Executives / ​Company Settings / Add Employees / Import Employees via .csv file

IMPORT EMPLOYEES

Please contact [email protected] for help importing employees from a .csv file. ​

Administrators / ​Executives / ​Company Settings / Add Employees / Manually Add Employees

MANUALLY ADD EMPLOYEES

1. Add Employees

Click the expand arrow on the video to view full screen.

• Click into your EMPLOYEE MANAGEMENT / PEOPLE section.
• Select the green + Employee button on the left-hand menu.
• Fill out the new employee's GENERAL details, such as:
  • ​Name
  • Email
  • Phone
  • Birthday
  • Gender
  • Account Type
  • Address
  • Emergency Contact
• Save General details by clicking on the blue Save Settings button.​

2. Enter Employee Details

Click the expand arrows on the video to view full screen.

• ​Click on the EMPLOYMENT tab.
• Fill out the new employee's EMPLOYMENT details, such as:
  • Position title
  • Who they report to
  • Start date
  • Benefits details
  • Salary details
    • For Part-Time employees, select "Hourly" under 'Period'. Enter the hourly wage and how many hours they work per week.
  • Bonuses details
  • Vacation details
• Scroll down and click the blue Save Employee Button.

Note: The dropdown options under Division, Department, and Location are customized by your company under Settings > System Tags. You can add or remove any of these options there.