Adding Employees to Your Account

There are several ways to add employees to your account. You must be an administrator to add new employees.

Add an Employee via the Org Chart

1. Click the Add Position button at the top of the Org Chart.

2. Make sure the radio button is selected for "This position is filled."

3. Type the name of the new employee.

4. Provide the new employee's title.

5. Type the name of the person to whom the new employee will report.

6. Save your changes.

Add an Employee or Multiple Employees via the People Page

1. Click the Add People button at the top of the People page.

2. Add the desired columns and as many rows as needed.

3. Fill out a row for each new employee you wish to add.

4. Save your changes.

Import a List of Employees

Importing a CSV data file is possible via the People page. Because CSV files need to be created in a precise manner, it's often most helpful to send a spreadsheet file to our support team and ask us to help with this process. Learn how to import a CSV file.