Ways to add employees
There are three different ways to add employees to your Workfeed:
Add single users individually
Add several users collectively
Import users from your payroll system
How to add single users individually
Start by opening the team list by clicking on the '👥' icon in the top menu.
Here you'll see a list of all your current employees inside Workfeed. To add a new employee, click the blue plus icon in the top right corner.
Add the employee by entering their full name and email. You should decide beforehand which role(s) the employee should be assigned, since employees can't access anything in Workfeed until they've received a role in a department. You can read more about creating roles here and departments here.
If you have a payroll integration, you can also choose to add the new employee to your payroll system automatically when they have finished their profile. Just tick off the box at the bottom of the menu. When you're done, click 'Add'.
Moreover, you can edit 'Required in sign up link' in the top right corner of the invitation drawer. Here, you can create and manage input fields that will appear in the sign up link when the employee is setting up their profile. The input fields provide information that you would like to have from the employee beforehand.
You can also choose to assign the employee a contract to sign a contract from your contract templates in the same process. In that way, the employee has to read and sign their contract when they sign up.
The option of adding users individually is especially suited for you who add new employees continuously, have a smaller team, or simply want to keep track of each employee’s setup from the start.
How to add several users collectively
You can also invite several employees at once by generating an invitation link that you can copy and send to your employees. Just click on 'Add many', edit which role(s) and department(s) the employees should be assigned to, and then press 'Copy link'.
This option is great for you with a larger team and the desire to save time by inviting everyone with one click.
How to import users from your payroll system
A third option to add new employees is through your payroll system by clicking on 'Import'. If you have one or more payroll integration(s) in Workfeed, you can choose the payroll system from the list and manage which employees to send an email invitation to. Once you are ready, just click 'Import users'. You can also choose to import employees by importing a CSV file.
Once your employees are added to Workfeed, they'll appear in the team list. From here, you can always edit their details, roles, departments, and so on. You can also archive and restore employees if you need to.
FAQ
What happens to the employees when I invite them?
If you added a single user with an email invitation, they'll receive an email from Workfeed explaining that your company started using Workfeed for scheduling. In the email, there's a link to where they can complete their profile. This is where they'll fill out details such as phone number, password, and whatever you added in the required fields.
In case you invited several users at once by sending out the invitation link, they'll be taken directly to the page where they have to fill out their details.If you have chosen to import users from your payroll system or a CSV file, they will receive an email invitation.
My employees tell me they can't access Workfeed until I approve them. What do I do?
If your employees can't access their account in Workfeed, it might be because you haven't assigned them one or more roles in a department. To get access to the schedule, they need at least one role in one department.My employee didn't receive the email invitation. Can I resend it?
Yes, you can resend an email invitation. Make sure the employee also checks their spam folder just in case. To resend the invitation, simply open the employee in the team list. You should now see 'Awaiting user' at the top of their profile. Click the link 'No email received?' and proceed to send a new invitation.My employee is already signed up with another Workfeed account. Can I still invite them?
Yes, you can still add an employee even though they are already signed up with another workplace. As long as the other workplace is using Workfeed and they sign up with the same email and password as their existing account, they can access both accounts. Once they have completed their profile, they can switch between workplaces directly in Workfeed.
Can I automate employee creation with an API?
Yes, you can set up employee creation wit an API. Just be aware that the API function is a part of our Pro+ subscription.