{"id":1399,"date":"2021-12-01T12:00:07","date_gmt":"2021-12-01T12:00:07","guid":{"rendered":"http:\/\/bizedgeapp.com\/blog\/?p=1399"},"modified":"2024-05-24T13:18:21","modified_gmt":"2024-05-24T13:18:21","slug":"how-to-add-an-employee-in-the-people-module-of-bizedge","status":"publish","type":"post","link":"https:\/\/bizedgeapp.com\/blog\/how-to-add-an-employee-in-the-people-module-of-bizedge","title":{"rendered":"How to Add an Employee to the People App"},"content":{"rendered":"\n

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There are two methods to add employees in the Bizedge People module. You can add an employee from the \u2018Add Employee<\/strong>\u2019 button on the People module (this allows you to add only one employee at a time) or you can add an employee from the \u2018Import file<\/strong>\u2019 button on the People module (this allows you to add multiple employees at a time).<\/p>\n\n\n\n

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Method 1 (Adding an Employee from the \u2018Add Employee\u2019 button on the People Module):<\/strong><\/h2>\n\n\n\n

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Step 1:<\/em><\/strong> Click on the People<\/strong> module on your launchpad or click on the \u2018Apps<\/strong>\u2019 icon on the right side of your screen, then click on the People <\/strong>module.<\/p>\n\n\n\n

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Bizedgeapp <\/a>Launchpad – bizedgeapp.com<\/a><\/figcaption><\/figure>\n\n\n\n

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Step 2: <\/em><\/strong>This takes you to the People dashboard; on the dashboard, click on the \u2018People<\/strong>\u2019 button located at the top of your screen.<\/p>\n\n\n\n

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People dashboard – bizedgeapp.com<\/a><\/figcaption><\/figure>\n\n\n\n

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Step 3: <\/em><\/strong> Click on the add employee button. This is where you will input basic information about the employee to populate the employee\u2019s profile.<\/p>\n\n\n\n

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Add employee button – bizedgeapp.com<\/a><\/figcaption><\/figure>\n\n\n\n

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Step 4:<\/em><\/strong> Input employee details and proceed to grant employee self-access to use MyEdge on your account.<\/p>\n\n\n\n

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Grant employee self-access on MyEdge – bizedgeapp.com<\/a><\/figcaption><\/figure>\n\n\n\n

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Step 5: <\/em><\/strong>Click on save. You have successfully onboarded an employee. Await the employee\u2019s acceptance of the MyEdge invite to update their dashboard.<\/p>\n\n\n\n

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Onboarded employee’s dashboard – bizedgeapp.com<\/a><\/figcaption><\/figure>\n\n\n\n

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Method 2 (Adding an employee from the \u2018Import file\u2019 button on the People module (this allows you to add multiple employees at a time)<\/strong><\/h2>\n\n\n\n

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Step 1: <\/em><\/strong>From the launchpad of your account, click on the People<\/strong> module on the left side of your screen.<\/p>\n\n\n\n

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Launchpad – bizedgeapp.com<\/a><\/figcaption><\/figure>\n\n\n\n

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Step 2: <\/em><\/strong>This takes you to the People dashboard; on the dashboard, click on the \u2018Import<\/strong>\u2019 button located at the top of your screen (beside the search bar).<\/p>\n\n\n\n

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People module – bizedgeapp.com<\/a><\/figcaption><\/figure>\n\n\n\n

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Step 3: <\/em><\/strong>An \u2018Import Employee List<\/strong>\u2019 box pops up. This section allows you to choose a file from your computer or laptop or you can drag and drop a file into the \u2018Import Employee List<\/strong>\u2019 box. Note: The maximum size file and type is 5MB (Excel format CSV). <\/strong>If you do not know what a CSV file means, you can download the sample file.<\/p>\n\n\n\n

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Select a file to import employee information – bizedgeapp.com<\/a><\/figcaption><\/figure>\n\n\n\n

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Step 4: <\/em><\/strong>After uploading the file, click on Import<\/strong>. You have successfully imported your employees\u2019 information.<\/p>\n\n\n\n

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Import employee information – bizedgeapp.com<\/a><\/figcaption><\/figure>\n\n\n\n

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Step 5: <\/em><\/strong>To invite each employee to MyEdge, click on the employee’s name and click on the grant access toggle button. Wait for an employee to accept the invite and update their information. You have successfully added an employee.<\/p>\n\n\n\n

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Grant employee self-access on MyEdge – bizedgeapp.com<\/a><\/figcaption><\/figure>\n\n\n\n

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Watch a detailed video of how to add an employee below.<\/p>\n\n\n\n

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