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Trial Tips – Add Employees

You can add new employees at any time.

To Add an Employee:

From any page: 

  • On the top menu, click EMPLOYEES to go to the Employees List page 
  • Click the Add New Employee button to open the Add Employee window 
  • Fill out the new employees information (The only required information is a first or last name and what Positions that employee can work)
  • Click the Add Employee button
  • The window will remain open for you to add another employee 
  • Click Close when you are finished adding employees 

add new employee

Note other items such as ‘AutoFill Maximums’ and ‘Work Time Preferences’ and email and text message notifications can be set in that same window:

add new employee information

You also can UPLOAD A FILE of new employees

You also can update or add any of these entries later using the Edit Employee window or the EMPLOYEES> Employees List Grid

Employees can sign in to their account add some of their own details such as:

  • Email and text message addresses and notification options, which address should be set as their “reply to” address if a W2W message is forwarded to another employee or manager’s email address
  • Employees can also stop email forwarding and notifications

You can allow employees to also enter:


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