You can easily add employees to your team in Day Off through the web platform, whether individually or in bulk by importing employees. You also decide whether new employees get invited right away or later.
Add Employees Individually
To add a single employee:
- Go to People → Employees
- Click on “Add employee”
- Enter the employee’s details (name, email or phone number, etc.)
- Assign role, team, location, leave policy and approvers
- Under Invitation, choose Invite now to send the invitation straight away, or Invite later to add the employee without notifying them. When inviting now, choose By Email or By Mobile.
- Click Save
If you invite the employee by mobile number, they receive the invitation on their phone instead of by email.
Add Multiple Employees to Your Team with an Import
To add many employees in one step:
- Go to People → Employees
- Click + Add new (top of the left-hand menu) and choose Import employees
- Download the blank Excel template file
- Fill in your employees’ details in the file
- Save the file
- Upload the completed file
- Click Upload
- Choose whether the imported employees should be invited now or later
All employees will be added in one step.
What Happens Next
- Employees are added with the provided details
- If you chose Invite now, employees receive an invitation with a temporary password to activate their account
- If you chose Invite later, no invitation is sent. You can send or resend the invitation later from People → Employees
- Once invited, they can log in to Day Off
Before You Add Employees
A little preparation makes the process faster. When you add an employee, you assign a role, team, location, leave policy, and approvers. So it helps to create these first.
- Set up your departments and teams.
- Decide which roles and access levels each person needs.
- Create the leave policies you want to assign.
Tips for a Smooth Bulk Import
Importing is the quickest option for larger teams. However, a few checks help you avoid errors:
- Always start from the blank template that Day Off provides, and keep its columns as they are.
- Double-check email addresses and phone numbers, because employees receive their invitation there.
- Open and save the file in a spreadsheet tool such as Microsoft Excel before you upload it.
Finally, remind new team members to check their inbox for the invitation, then log in and change their temporary password.