• Batch invitation to multiple employees

• Manual invitation to each employee
  

Batch invitation to multiple employees

1. Click the Employees tab in the top-left corner and click the More actions icon (...).
   
   
   
   

2. Select Import. The Import Employees window will appear.
   
   
   
   

Note: You need to upload a .csv file in a specific format. Click on the sample .csv file link in the Upload File field to download the sample .csv file. Refer to this sample and add member details by filling the appropriate data fields. After entering the details in the suggested format, click Save.

3. Click Browse files, select the file, and click Open. Once done, click Next.
   
   
   
   

4. Preview employee details and select Next.
   
   
   
   

5. Click Import to finish importing the file. Your employees data is recorded.
   
   
   
   

6. Click the More actions icon (...) and click Invite. An employee invitation window will appear. Perform the necessary actions and click Invite Employee. An invitation will be sent to your employee's registered email address.
   
   
   
   
   

Manual invitation to each employee

1. Click the +Add Employee in the top-right corner. This will open the Invite employee window.

2. Enter details such as Employee's First Name, Last Name, Email, Mobile and other details.

3. Select Save & Invite. An invitation will be sent to your employee's registered Email address.