How to Create Employees

In this article:

• How to create an employee manually
• How to import employees using a template
• How to add an employee from an existing position

 

Create an Employee Manually

1. From the left-side menu, click Staff.

2. Click the green + icon next to Employees.

3. Select New Employee.

4. Enter the required General Information:

   • First Name

   • Last Name

   • Email

5. (Optional) Check Send a Welcome Message.
   This option is available for standard accounts only (not SSO).

6. Click Save

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Import Employees Using a Template

For a full video on how to use the Employee Importer, please see the article linked here.

1. From the left-side menu, click Staff.

2. Click the green + icon next to Employees.

3. Select New Employee.

4. Click Import Employees.

5. Click Download to get the import template.

6. Fill out the template and save it as a CSV file.

7. Click Select an Existing File and upload your file.

8. Select This is the Header Row, then click OK.

9. Review the data and click Import.

10. Select the Position to assign the employees.

11. Click Import.
    
    

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Add an Existing Employee from Another Position

1. From the left-side menu, click Staff.

2. Click the green + icon next to Employees.

3. Select Existing Employee.

4. Use the Available Staff drop-down to filter by position.

5. Select the employee name.

6. In the center column, select Scheduled.

7. Click Save.