How to create employees

Create and add employees to SubItUp in three different ways.

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

 

How to manually create an employee:

1. In the left-side toolbar, select STAFF.
2. On the right, click the GREEN PLUS + button next to employees.
3. Select NEW EMPLOYEE.
4. Enter the required GENERAL INFORMATION for the employee (First, Last, Email Required).
5. For standard accounts, you can elect to SEND A WELCOME MESSAGE by clicking on the box at the top above the Last Name.
   1. The SEND A WELCOME MESSAGE only works for standard accounts and not Single Sign-On accounts (SSO). 
6. Click the SAVE button.

How to import employees using a template:

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

1. In the left-side toolbar, select STAFF.
2. On the right, click the GREEN PLUS + button next to employees.
3. Select NEW EMPLOYEE.
4. Select the IMPORT EMPLOYEES button.
5. DOWNLOAD the staff import template.
6. Populate the template with data and save the CSV file to your computer.
7. Click SELECT AN EXISTING FILE button
8. Select your newly populated template and click OPEN.
9. Select THIS IS THE HEADER ROW and click the OK button.
10. Review imported data and click the IMPORT button.
11. In the pop-up box, select the POSITION the employees should be added to.
12. Click IMPORT.

Add an existing employee from another position:

1. In the left-side toolbar, select
2. On the right, click the GREEN PLUS + button next to employees.
3. Select EXISTING EMPLOYEE.
4. On the left under AVAILABLE STAFF, select the position in the drop-down menu to filter the employee list.
5. Select EMPLOYEE NAME.
6. In the middle of the page, select SCHEDULED.
7. Click SAVE.