This guide details the 4 ways to add employees to Workforce.com. All four options are found by navigating to Workforce > Staff and selecting + Add Staff.
What's covered in this guide?
Employee onboarding
Employee onboarding collects all the required payroll information from a new employee through a simple online form. This method is the fastest way to collect and enter employment details in both Workforce.com account and payroll software.
Once the onboarding form is complete, Workforce.com automatically creates employee profiles in MYOB and Xero through our integration. For other systems, Workforce.com produces a simple report with the completed employee payroll details.
For more information about employee onboarding, see Employee Onboarding: collect personal, bank details & send digital forms to new employees.
Import from payroll software
To import staff details from your payroll software, click Import from..., then select your payroll system. If you cannot see your payroll system listed in the dropdown, ensure you have connected the integration. For more details on payroll integrations, see Connecting your payroll system.
Import from Excel (CSV)
To import from excel select Import from > Excel (CSV).
Importing from CSV is ideal if you use a payroll system that does not directly integrate with Workforce.com.
You can use the excel template provided. Alternatively, use the format of the CSV file exported from your payroll software provided it contains the same basic information (the columns can be in any order).
When importing from excel, you will be asked to map each column to the relevant field in Workforce.com.
Not all fields are required. At a minimum, a staff profile requires a name and email. If you use a Workforce.com earnings rule template, a date of birth will also be required.
Add Manually
To manually add a new employee profile, go to Workforce > Staff > + Add staff > Create New Profile. Once you have entered a name and email address, you're able to invite the employee to Workforce.com by clicking the "Invite to Workforce.com" button under their email address:
Once this has been done, your employee will receive an email to this address, where they will be able to set up their password and login.
Send onboarding invitation
You can still send an employee onboarding form when you add a new employee profile manually. Go to the employee profile > HR > Hire and Onboard > Send Onboarding Email:
