Step 2 of 3: Add your team

How to add employees, one at a time or from a spreadsheet

Go to Team. Click Add Employee to add one person, or Import CSV to add many at once. You only need a name and a work email. Employees never create an account or password.

Steps

1. 1 Go to Team.
2. 2 To add one person, click Add Employee, enter their name and email, and optionally a hire date and role.
3. 3 To add many, click Import CSV, choose a file with the columns name, email, and optionally hired_at and role, and click Preview Import.
4. 4 Check the preview, which shows who is new, who will be updated, and any errors.
5. 5 Click Import Employees to save (the button shows how many).

Good to know

• Download the template from the import page so your columns match.
• Importing someone who already exists updates their details instead of creating a duplicate.
• A role in the file must match a role you have already created.
• If a Smart Assignment covers someone's role, they are assigned that training as soon as they are added. See how to set up roles.