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
- Click the Add Position button at the top of the Org Chart.
- Make sure the radio button is selected for "This position is filled."
- Type the name of the new employee.
- Provide the new employee's title.
- Type the name of the person to whom the new employee will report.
- Save your changes.
Add an Employee or Multiple Employees via the People Page
- Click the Add People button at the top of the People page.
- Add the desired columns and as many rows as needed.
- Fill out a row for each new employee you wish to add.
- 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.