You can either add staff members one by one yourself or send multiple invitation emails to invite them to join PARiM.
Adding single staff members
You can easily add new staff members to the system by going to "Add Staff" in the top right corner of the Staff page.
This will take you to a page where you can fill in general information about your new staff member - please fill in their first and last name, email address and choose whether you want to give them access to the staff portal or not - if you leave this option on, we will email them their login information so they can access the staff self service portal.
After you're done filling in the form, click 'Save'. The staff member should now show up on your Staff page. You can add more detailed information about them by clicking on their name.
You can send your staff members e-mail invitations to invite them to join PARiM - all they have to do then is accept the invite in the e-mail they receive, log in, fill in their details and voila - you have a new staff member!
To send invitations, find the little three-headed icon on top of your staff list in the left hand side of pretty much every page.
This will open an invitation pop up window where you can insert the staff members' email address(es) you wish to invite to join and also write a message for them that will be included in the email.
When you're done adding the addresses and the message, click "Send". The invitations will now be sent to those people. You can view invitations you've sent and information about them in the "Invitations" section on the Staff page.
Bulk upload staff via import file
You can also add staff members via a bulk upload. If you have an xls, xlxs, csv document format with your employees details you can bulk upload it to the system which is very quick and simple action to complete. Just follow these few steps:
- First excel spreadsheet row – row A for your column headings
- Must include email address – no duplicate email addresses are accepted by the system
- If you want to include home address straight away, need to have city/town and street name column headings with the information
After you have prepared the document click on the 'Add staff ' and choose option 'Import from file' and follow instructions. When the document is uploaded match the fields by dragging and dropping.
Click 'Preview' at the right lower corner and if you have uploaded information successfully all of the staff members should have a green tick next to them. If instead of the tick you see 'x' icon click on the line and correct highlighted information. You can ignore those incorrect fields by ticking 'Ignore all rows with errors', however, information will not then be uploaded to the system.
Click 'Finish' and the software will upload it for you.
See your staff members uploaded on the staff list on the 'Staff' page.
Please note: If software found duplicate information the ‘x’ symbol will appear next to the staff information. To cancel the upload just click on the ‘Cancel’ button.
You've now successfully added staff members. Here's the next article in this section.