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How to Add Multiple Employees via Self-Onboarding
How to Add Multiple Employees via Self-Onboarding

A step-by-step guide on adding multiple employees, sending the onboard invite, and how to correct import errors.

M
Written by Melissa Compagnon
Updated over a week ago

The Invite Multiple Employees tool makes it easy to add multiple employees for self-onboarding with a few options.


Steps to import multiple employees via template

I. Download the Mass Employee Template

  1. Log in to your Fingercheck account as an Administrator.

  2. In the left-hand menu, select Employees.

  3. Click Invite Multiple Employees.

  4. Click Download template.

The Mass Employee Template requires the following information to be included:

  • First name

  • Middle initial (optional)

  • Last name

  • Email address

  • Tax work location

  • W2 or 1099

  • Hourly or Salary

  • Pay rate

  • Employee number (if field is left blank, you will have the opportunity to autogenerate a number)


II. Upload employees and send self-onboarding invite

  1. Log in to your Fingercheck account as an Administrator.

  2. In the left-hand menu, select Employees.

  3. Click Invite Multiple Employees.

  4. Click the here link to upload your employee list and select the file.

  5. Click Attach.

  6. Review employee details.

    • Edit employee information by clicking directly on the item to update that field

    • Click Add Employee to manually enter a new employee into the table

    • Click the Trashcan icon to delete an employee

    • Click the Dice icon to have Fingercheck assign the next available Employee #

  7. When you are satisfied with the information, click Send invites.

  8. Click Continue.


Edit employee information for self-onboarding invite

I. Edit employee information before sending the self-onboarding invitation. The employee information will be updated automatically.

  1. Click on the field directly to edit employee information.

  2. Click Send Invites.

II. Add additional employees to include with the self-onboarding invitation. The employee will be added once the employee is added to the list.

  1. Click Add Employee.

  2. Enter the employee's information.

  3. Click Send Invites.

III. Delete an employee to not include with the self-onboarding invitation. The employee will be removed from the list.

  1. Click the trashcan icon at the end of the employee’s row.

  2. Click Yes to the Delete Employee popup


Add multiple employees manually

You can manually enter all your employees’ information on the Invite Multiple Employees for Self-Onboarding slide out. On the first page, you will see an option on the bottom to manually enter employees.

  1. Click the Add Multiple Employees Manually button.

2. A slide-out will allow you to manually enter your employees.

3. Then enter the information directly in the table


Here is a short video demonstrating the ways to add and invite employees.

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