Ready to Publish BE Only How to Add One or Multiple New Employees

Ready to Publish BE Only How to Add One or Multiple New Employees


How to Add One or Multiple New Employees

Add One Employee

  1. To add a new employee on the Overview page, from the top-right corner, click New Employee from the Add New drop-down menu. 



  1. A pop-up window will appear. Fill in the following details of the employee and click Next:
  1. First Name
  2. Last Name
  3. Payroll/HRIS code (A unique employee ID) - This code is important for two reasons:
  1. It can be used to cross-reference against your payroll system in the future.
  2. It will be used to pre-populate the Plan Member ID during enrolment.
  1. Language (English or French)
  2. Email


  1. Add further details and click Confirm to add the employee:
  1. Position
  2. Effective Date/Joining Date
  3. Compensation Method (Salary or Hourly)
  4. Pay Rate 
  1. If the employee is salaried, input the annual salary. If the employee is hourly, input the hourly rate.



  1. You will now see the employee within your employee list.





Add Multiple Employees

  1. To add multiple employees, on the top-right corner of the Home Page, click Bulk Add Employees from the Add New drop-down menu. 






  1. A pop-up window will appear. Click Download the CSV Template to create a CSV from the list of employees you want to add. 

Note: CSV can be opened in Microsoft Excel or Google Docs. 


  1. Open the CSV template and fill in the required details in the suggested format.  The tip feature will provide additional instructions when filling the CSV file.



  1. Once the CSV file is complete, click browse to upload your file. 


  1. Select the saved file from your system and click Open.


  1. You can view the CSV file in Step 2. Click Upload CSV to add the employees.


  1. The CSV file will prompt you with a status once completed. Click OK.


Note: If there are any errors in the CSV, you’ll see a red error line at the bottom of the pop-up window. Common error issues include missing columns, bad data, classes/divisions not in sync with the tip provided in the previous step, etc.





  1. You can see the list of new employees you have just added.