Adding Multiple Employees in Bulk
You can add multiple employees in bulk by:
- Select Employees from the navigation menu.
- Click on the + button to add a new employee.
- Click on the Add Multiple Employees link in the title.
- You will be direct to the Employee Import Page.
- Start by downloading our template file.
- Follow the "Template Instructions" in the file and fill out the file with your employee data.
- First Name
- Last Name
- Mobile Phone Number - that will be used to receive Multi-Factor Authentication (MFA) codes.
- Employee Role - Staff, Consultant, Manager, Administrator
- Employee ID
- Save the completed template to your computer.
- Click Choose File and select the template.
- Click Upload.
- Once Uploaded you can review the rows. Note: Rows with errors will be ignored during import.
- Click Approve or Decline to complete or discard your upload.
- After clicking Approve, the results field will change to Employee added.
- An email will be sent to the employee with a link to setup a password.
Note: Employees are encouraged to use a personal email address to allow for a single sign on for all employee profiles and a consumer profile. Staff can access POSaBIT Pay and Issue Refunds. A manager can access POSaBIT Pay, Reports, Employees, and Tools. An administrator can access POSaBIT Pay, Payments, Reports, Employees, My Business, and Tools. A consultant can access Business Documents within the My Business section.
