You can easily add staff members to any client profile using the new Client Staff feature. This enables you to maintain accurate staff records for each client, providing better visibility into client headcount and improved documentation.
Steps to add staff members
1. Navigate to the client profile
From your dashboard, go to the Clients section.
Select the specific client profile you want to update.
Click on the new Staff tab in the client profile.
If this is your first time accessing the Staff tab for a client, you will see an empty state with an Add Staff button.
2. Add staff individually
Click Add Staff.
In the pop-up, enter the following details:
Full Name (required)
Email
Phone Number
Click Confirm to create the staff record.
You will now see the new staff member listed under the Staff tab.
3. Add staff using bulk import
Click Add Staff.
In the pop-up, select the Bulk Import option.
Click Download Template to get the CSV file.
Fill in the CSV with the following fields:
Staff Name (required)
Phone Number
Work Email
Personal Email
Role
Department
Supervisor/Manager
Start Date
Classification
Status
Job Level
Rate of Pay
Pay Frequency
Time Off Balance
PTO Accrual
Note: Avoid using commas within fields, as this is a comma-separated file.
Save your CSV file.
Return to the bulk import pop-up and either drag and drop the file into the upload area or click Click to Upload.
Once uploaded, your staff records will appear in the Staff tab for that client.
Tips for success
You only need the staff member's name to create a record.
Use the bulk import feature to save time when onboarding multiple staff.
Keeping staff records up-to-date helps improve HR reporting and client communication.