Adding an Employee Individually
From the dashboard, click People in the left sidebar
Click the Add Team Member button at the top right of the screen
A form will open on the right side of the screen
Fill in the employee details (see fields below)
Click Save & Add to save and add another, or Save to finish
Required Fields
First Name — Employee's first name (minimum 2 characters)
Last Name — Employee's last name (minimum 2 characters)
Email — Employee's work email address
Optional Fields
Department — Select from your organization's departments
Role — Employee's role (required if a department is selected)
Compensation — Salary or hourly rate amount
Compensation Rate — Choose "Hourly" or "Annually"
Start Date — Employee's start date
Phone — Contact phone number
Date of Birth — Employee's date of birth
State — US state
Make an Admin — Grant this employee admin permissions
Bulk Import via CSV
Have multiple employees to add? Use the bulk import feature to add them all at once.
From the dashboard, click People in the left sidebar
Click the Bulk Import button
Download the sample template
Prepare your CSV file with employee data
Drag and drop your file, or click to browse
Click Import
You'll see a confirmation message once the file is uploaded. The system will process the file in the background.
CSV File Format
Required columns:
First Name
Last Name
Email
Optional columns:
Salary
Hourly Rate
Department
Role
Level
Start Date (format: YYYY-MM-DD)
Phone Number
💡 Tip: Download the sample template from the import drawer to ensure your file is formatted correctly.
Editing an Employee
Go to Team Members
Find the employee in the list
Click on their row to open the edit form
Make your changes
Click Save
When editing, you'll also see options to:
Mark Inactive — Deactivate the employee
Link to ServiceTitan — Connect to a ServiceTitan profile (if integrated)
Delete — Permanently remove the employee
Tips
Admin permissions — Only grant admin access to employees who need to manage plans
Departments and roles — Set these up first in your organization settings for a smoother experience
Compensation — This is used for calculating awards in compensation plans
Duplicate emails — Each employee must have a unique email address
Need Help?
If you encounter issues adding employees or importing a CSV file, contact our support team.