Add or Edit an Employee

Adding or editing an employee is simply done via the Employees screen.

Note: Only Admins are able to add and edit Employees.

 

Navigation:

  • Click on the hamburger menu (three lines) at the top right of the screen → Click the EMPLOYEES link

employees-link-in-side-menu

Add an Employee

From the EMPLOYEES screen:

    • Click on the "Add New" button at the bottom

      employee-list-screen
 
  • employee-new-form-screen

    Enter employee's name and email address

  • Use the Admin toggle to give this employee Admin rights
    • By default, this will be toggled OFF
    • If you're unsure whether you want to give Admin rights, see: User Roles & Permissions
  • Click "Save" at the bottom
    • The employee will then be added to your EMPLOYEES list showing as "Invited" until the employee joins payup℠.
    • An email, including links and instructions, will be sent (to the email address in the employee’s profile) inviting him/her to join your company on the payup℠ app.

During the sign up process, the employee MUST use the same email address you used to invite him/her, in order to be associated with your company on the app.

    

Edit an Employee

From the EMPLOYEES screen:

  • Select the employee you would like to edit.

  • On the EDIT EMPLOYEE screen:
    • Edit the employee information and the "Save" button will appear.
    • You may also delete an employee from this screen.

employee-list-screen    employee-edit-screen