Add or Import Staff

Ways to add new and existing employees to your account

Updated over a week ago

This guide details the different ways to add employees to

There are four ways to add new employees to the account:

All four options are found by navigating to Workforce > Staff and selecting + Add Staff

Employee onboarding

Employee onboarding collects all the required payroll information from a new employee through a simple online form. This method is the fastest way to collect and enter employment details in both account and payroll software.

Once the onboarding form is complete, automatically creates employee profiles in MYOB and Xero through our integration. For other systems, produces a simple report with the completed employee payroll details.

Import from payroll software

To import staff details from your payroll software, click Import from..., then select your payroll system. If you cannot see your payroll system listed in the dropdown, ensure you have connected the integration. For more details on payroll integrations, see Connecting your payroll system.

Import from Excel (CSV)

To import from excel select Import from > Excel (CSV).

Importing from CSV is ideal if you use a payroll system that does not directly integrate with

You can use the excel template provided. Alternatively, use the format of the CSV file exported from your payroll software provided it contains the same basic information (the columns can be in any order).

When importing from excel, you will be asked to map each column to the relevant field in

Not all fields are required. At a minimum, a staff profile requires a name and email. If you use a earnings rule template, a date of birth will also be required.

Add Manually

To manually add a new employee profile, click "+ Add staff" and select "Add manually". Once you have entered a name and email address, you're able to invite the employee to by clicking the "Invite to" button under their email address:

Once this has been done, your employee will receive an email to this address, where they will be able to set up their password and login.

If you create an employee profile manually you can still send employee onboarding forms from the Onboarding tab on the employee profile as long as you have entered an email for that employee.

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