Invite your team

Send invitations

1. Open Admin → Employees and select Invite. You can also go to Settings → Invitations and select Invite User.
2. In Email addresses, paste a list of emails, or type each one and press Enter, comma or Tab. Each email becomes a chip.
3. Or select Upload CSV to add emails from a spreadsheet (see below).
4. Choose a Role: Employee, Manager, HR Staff or HR Admin. You can only invite roles below your own; the Owner can invite any of them.
5. Choose a Country: India or United States. This sets their leave types and holidays.
6. Optionally add a Job title and Department.
7. Select Invite N people.

Each person gets an email with a link to join. If an invitation fails, that email stays in the box with the reason, for example when someone already has a pending invitation.

The role, country, title and department you pick apply to everyone in that batch. Invite people with different roles in separate batches.

CSV format

• Include a column called email (email address and work email also work).
• Optional columns: first name, last name and role (employee, manager, hr staff or hr admin). A role in the file overrides the role you picked.
• Column names aren't case-sensitive. Duplicate emails are skipped.

Manage invitations

Invitations expire after 7 days. In Settings → Invitations you can filter by Pending, Accepted, Expired or Cancelled, and for each one Copy invite link, Resend invitation or Cancel invitation.

An Owner or HR Admin can change an existing employee's role from the Role button on that person's employee profile. You cannot change your own role, grant a role above yours, or remove the organization's last Owner.