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How do I Add New Staff Members Using Add and Onboard?

 Adding new staff members can only be done by admin users.

To add new staff members using the add and onboard option, open your taskbar in the top right of your screen and select 'add staff', then select 'Add and Onboard'. This method allows you to add individual staff members, choose their start dates, create onboarding tasks and send them an onboarding email prior to their start date.

Once on the Add and Onboard page:
  • Enter the first name, last name and email address of the employee you wish to add.
  • Select the working pattern you wish to assign them to. (If the working pattern does not exist, you will need to create one before adding your new staff member/s).  
  • Enter the new employee's start date.
  • Choose whether you want to send their invite email immediately, on their start date (if adding them ahead of time) or at a later time.
  • If you wish to assign an onboarding checklist, toggle on 'create onboarding tasks'. This will expand the page, allowing you to select from an existing checklist template. To edit the tasks assigned to the chosen checklist, hover over a task and click 'edit'. From here, you can amend the name or description of the task, edit the due date, upload files and change the assignee. Alternatively, click the dustbin icon if the task is not needed. An option to add a new task to the checklist is available at the bottom of the list. Read about how to create a new checklist here.
  • If you wish to send the new starter an onboarding email, toggle on 'send staff member an onboarding pack'. This will expand the page further, allowing you to enter information that you wish to send to your new starter ahead of their start date.
  • When you've finished, click 'save staff member' to go to your organisation chart or 'save and add another' to add another staff member via this method.
When you choose 'save staff member', you will be taken to your Organisation Chart, where you can assign a manager and add a job title to your new employees. You can also determine whether they have admin permissions here. To do this, click on the cog next to their name. Alternatively, click on their name and add their data directly to their profile.  

Alternatively, you can add staff using our staff import and quick add features.     

NB: When adding new staff, ensure that they are given a unique email address. This is used to log in with, so there cannot be more than one account registered to the same email address.

NB: If you pay for your account annually, you will have a staff limit applied to your account. You can find the number of licences available to you under your billable staff count on your Account page. When you reach this limit, you will need to purchase more licences in order to add extra staff. This option will be offered to you when you try to add new staff if you have no licences available. 

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