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Inviting your team to the platform (via spreadsheet)

To add team members to the platform (e.g. adding a new department/team, after a job fair, upon initial set up, etc.), follow the steps below.

 A batch of team members must be added via a spreadsheet (CSV template).

 

Steps

1. Click on Team Members from the left menu bar.

2. Select the location from the dropdown list.

3. Click on Invite Team Members .

4. Select Invite via Spreadsheet.

5. In the Import via Spreadsheet panel, under Download Spreadsheet, click on Download.

6. Update the downloaded InviteSpreadsheetTemplate file which is a CSV spreadsheet template with the team members that you wish to invite.

  • Mandatory fields are marked using an asterisk (*).
  • Use the exact values provided in spreadsheet for locations and positions.
  • For multiple secondary positions, input positions separated by a comma and a space.
  • The first entry is an example, replace it with real data.
  • Rows 1 to 6 are instructions.Delete them before uploading.

7. In the Import via Spreadsheet panel, under Upload spreadsheet,  click on Select a file.

8. Select the modified file and click Import.

Invited team members receive an invitation to download the app and sign up.

9. After the team members have signed up, review the team members' profiles under Team Members.

10. Filter by Location, Staff status,  Position, Status, Mobile App Status or search for them in the Search bar.

Statuses available for team members:
1. Pending Sign Up (gold) - user has not signed up after being invited 
2. Incomplete profile (pink) - user has signed up, but it missing some mandatory information
3. Pending Approval (teal) - user has signed up, filled in all mandatory info and is awaiting approval
4. Approved (green) - user is approved 
5. Deactivated (grey) - user is deactivated

11. Select a team member.

12. Click Edit to make any changes.

13. Click on Complete Profile to approve their profile.

  • Any team member who signs up after a spreadsheet invitation is automatically approved.
  • Approved team members have access to view and accept available shifts.