How do I invite employees?

One at a time

Enter the employee’s name and email address, choose their role, usually Employee, and send the invitation. They receive an email with a link, accept it, choose a password and they are in. They do not need to register separately.

In bulk

You can import dozens of employees at once from a CSV file, which Excel can also save. You receive row-by-row feedback showing which entries were imported successfully and which were not, including the reason.

What does a new employee receive when they first sign in?

Whatever you have assigned to them. If they are added to a group with a starter pack consisting of an onboarding plan and required acknowledgements, they receive it automatically on their first login. You do not need to remember to assign it manually.

How long is an invitation valid?

Invitation links are valid for a limited period. If one expires, you can resend it with one click.

Does an invited employee count towards the user limit?

Yes. A pending invitation also occupies a seat in your plan until the invitation is accepted or withdrawn.

Can invitations come from our own company email address?

Yes. Invitations and system emails can be sent from your company’s own sender address, so employees receive them from the company rather than from an unfamiliar address. You configure this in Settings. It requires one DNS record, and we provide step-by-step instructions.