EXPLORE YOUR BATCH TOOLS*
Batch Tools allow you to access specific information for each employee to easily and efficiently enter information or make changes for all of your employees in one step.
Batch Tools allow you to access specific information for each employee to easily and efficiently enter information or make changes for all of your employees in one step.
Add/Archive Employees
Add/Edit Employee Salaries
Add/Edit Employee Benefits
Approve Employee Time Off Requests
Add/Edit Employee's Employment Information
Add/Edit Employee Time Off Settings
Add/Edit Employee Salaries
Add/Edit Employee Benefits
Approve Employee Time Off Requests
Add/Edit Employee's Employment Information
Add/Edit Employee Time Off Settings
*Batch tools are available with Exectras Premium.
ADD EMPLOYEES
Option 1: Use the + Employee Batch tool to add all of your employees in one step.
All you need is the employee's name and email address! Employees can fill in their profile with more information once they log in.
- Click into your Settings in the main navigation by clicking the gear icon.
- Select the blue + Employee button on the left-hand menu.
- Fill out the new employee's information:
- First Name
- Last Name
- Account Type (Employee)
- Important: Keep the Employee Login Credentials set to YES to automatically send out their username and password via the email you entered immediately upon saving.
- Save details by clicking on the blue SAVE EMPLOYEE button.
- You can see the date and time account credentials were sent to each employee on this page.
Option 2: Add employees individually
You can manually add any individual employee profiles following these steps:
- Click into your PEOPLE section.
- Select the purple + Employee button on the left-hand menu.
- Fill out the new employee's GENERAL details, such as:
- Name
- Phone
- Birthday
- Gender
- Account Type
- Address
- Emergency Contact
- Save details by clicking on the blue SAVE EMPLOYEE button.
Have a question you don't see here? Please email [email protected].