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

Option 1: Use the + Employee Batch tool to add all of your employees in one step.

All you need is the employee's name and email address! Employees can fill in their profile with more information once they log in.

• Click into your Settings in the main navigation by clicking the gear icon.
• Select the blue Employee button on the left-hand menu.
• Fill out the new employee's information:
  • First Name
  • Last Name
  • Email
  • Account Type (Employee)
• Important: Keep the Employee Login Credentials set to YES to automatically send out their username and password via the email you entered immediately upon saving.
• Save details by clicking on the blue SAVE EMPLOYEE button.​
• You can see the date and time account credentials were sent to each employee on this page.

Option 2: Add employees individually

You can manually add any individual employee profiles following these steps:

• Click into your 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 details by clicking on the blue SAVE EMPLOYEE button.​