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Employees - Adding employees

  • Updated

Who is this article for?
You are an admin wanting to learn how to add new employees.

There are a few ways that you can add new employees to your account. You can:

  • Bulk upload employees
  • Manually add employees
  • Sync employees via your scheduling software

Note: We are currently only able to sync employees from HHAX, AxisCare, AlayaCare at this time.

Adding employees

Manually create employee

Video walkthrough:

If you are adding a single employee, the easiest way to do this is manually.

  1. Click on the Employees, and then the Create employee account button:

    emp1.png
  2. A pop-out will appear showing you all the information required for the employee:
    emp2.png

  3. Fill out the information and click the Confirm button:

    newemp3.png

Bulk Upload

If you want to do a bulk upload of employees, the easiest way to do this is via a CSV upload.

  1. Once you have navigated to the Employees page, click on Bulk Upload:
    empnew.png
  2. A pop up will appear where you can select a CSV file:

    Note: Ensure that the CSV file has the employee’s first name, last name, phone number, and email address

    emp10.png

  3. Click on “Select file” to choose the file from your computer, and your selection will appear in the box. You can choose to change the file as well:

    emp11.png
  4. Click Upload to upload the file.

Note: It may take up to 48 hours to process a bulk upload

Export

If you want to make a bulk edit to your employee list, the easiest way to gather the correct information will be to export it to a CSV.

  1. Click on Export to CSV:
    empnew6.png
  2. A pop-out will appear, confirming that you are exporting all employees. Click on the “Generate .CSV” button:
    emp7.png

  3. Once the CSV has been generated, you will see the button change to “Download .CSV” - click that, and the CSV will download:
    emp8.png