Add an employee
- Go to Employees and click “+ Add Employee”.
- Enter their name and email. The email is where their reminders and upload links go.
- Click “Save employee”.
Edit an employee
Click “Edit” on their row to change their name, email or department, then click “Save”.
When someone leaves
Click “Deactivate” instead of Delete. Their reminders stop and their requirements are paused, but their history and documents are kept. You can reactivate them anytime. Inactive employees don’t count toward your plan’s employee limit.
Tip: Have a lot of people? Use “Import spreadsheet” on the Requirements page. New employees are created automatically from your file.