Import/ Manage Employees

In order to import or manage employees, click on the header “ People & Teams” on the left hand side Menu. Then click on the “User List” tab which will guide you to employee list page.

Clicking on “User List” will land us on the employee list page and by default we will be on the “Users tab” on the extreme top left corner

Click on “Add New Employee” button to add new employee to the list

You will be guided to the page where to create a new employee. Fill in Personal, Login & Contact Information of the employee

After filling in the details above, complete the sections as shown in the screenshot (with instructions in red). Once all info is filled, save the employee details as shown below.

Below is the excel format from we can import employees at a go through excel

Click on the “User Group” icon on the top left corner to see the different employees group created, you can also create a new group by filling in details under “ Manage User Group”

Click on “Subcontractor” icon on the top left corner which will land you to the list of subcontractors. Click “Add New Subcontractor” to add a new subcontractor.

When we click on “Add New Subcontractor” we are guided to the screen below from where we can fill in details and add the subcontractor: