Help Center / Adding employees one at a time
This is the simple way to add people. It works well for a few workers at a time. If you have a long list, use a CSV file instead.
Sign in and open Employees from your dashboard. Then choose the option to add an employee.
Use the email they actually check. That is where their invitation goes, and it becomes their sign-in name.
You can tick more than one. Next to each level you will see how many seats you have left for it.
The person is now on your roster. No email is sent yet.
Adding someone does not email them. They will not know they were added until you send the invitation yourself. That is on purpose, so you can build your list first and invite people when you are ready.
You are not charged for adding someone to the roster. You are not charged for picking their level either. You only pay when you buy seats.
This means you can put your whole team in first, see what it adds up to, and then decide what to buy.
If you tick a level you have not paid for yet, you will see a message saying no seats have been purchased for it.
This is not an error. The person is still added and the level is still saved. It is just telling you that you cannot invite them to that level until you buy a seat for it.
When you buy the seats, the invite button turns on by itself. You do not have to redo anything.
Each person needs their own email. You cannot add the same email twice for the same company. If a worker does not have a work email, use one they can get to, or ask us for help.
Once your list looks right and your seats are paid for, you send the invitations. You can send them one at a time, send them to everyone in one level, or send them to your whole list at once.
Each person gets an email with their own private link. They click it, pick a password, and start.
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