Note: If you have not added departments yet, you can learn how here.

There must be employees in your workspace before you can start adding them to your departments.

Now that you’ve added departments to your workspace, we can start organizing your employees, adding budgets and products, and assigning a department owner to each department.

In this article, we'll cover how to add employees to departments from:

  1. Departments overview page
  2. Employees overview page (Bulk edit, CSV upload, and Manually)
  3. Individual department page
  4. Individual employee page

1. Adding employees through the Departments overview page

If you have not yet added employees for a specific department, you’ll have the chance to add employees while on the Departments page. Once there are employees attached to the department, you will not have the ability to add employees from this view. However, you have plenty of other options to add employees to departments elsewhere as mentioned above.

Click “+ Add employees” 

The “Add Employees” slide out will appear. In this slide out screen, the right hand column will have a “New” section. 

From the “Employees” dropdown, select employees you’d like to add to the department.

  • Employees who did not belong to any department will automatically appear under “New”
  • Employees who already belonged to a different department will undergo “confirmation”. You can confirm the department transfer by clicking “confirm” or cancel the transfer by clicking “x” at the top right of the employee card. 
  • Click “Save” to complete the edit and you’ll land back onto the Departments page.

2a. Adding employees through the Employees overview page: bulk edit method

If you want to bulk edit existing employees into a department, you can easily do this from the Employees overview page. 

Click “Employees” from the side navigation to go to the Employees overview page.

View the employee list and click on the checkbox next to employees’ names that you wish to edit.

Click “Edit” and select “Department” from the dropdown.

“Edit Department for Employees” slide out will appear. The right column will provide a list of selected employees.

Click on the “Department” dropdown to view a list of departments and choose the department you'd like to assign to the selected employees.

Click “Next” to continue.

In this slide out screen, the right hand column now shows “New” and “Existing”. 

  • Employees who did not belong to any department will automatically appear under “New”
  • Depending on the department that was chosen, employees who already belonged to the department will appear under “Existing”.
  • Employees who already belonged to a different department will undergo “confirmation”. You can confirm the department transfer by clicking “confirm” or cancel the transfer by clicking “x” at the top right of the employee card. 

Click “Save” to complete the edit and you’ll land back onto the Employee page.

2b. Adding employees through the Employees overview page: CSV upload method

When initially setting up new employee profiles, it can be extremely time consuming to create each employee account individually. The “Import from CSV” option allows you to create these employees by uploading a file that contains all of your employees.

To add multiple new employees or update employee information, upload a .CSV file containing all the relevant details needed. You can download our sample .CSV file to learn what information should be in your .CSV file.

Note: This method allows you to update existing workspace employee information AND create new employees in your workspace.

Click “Employees” from the side navigation to visit the “Employees” page.

Click “Add Employees” and a “Add Employees” pop up will appear. 

Click “Import from CSV” and a “Add Employees” slide out will appear. 

Click on “Download the .CSV template” to download our standard format for employee data. 

Follow the format in the .CSV file for the best results.

Drag and drop your .CSV file into the upload container or select the file from your computer.

When the file is done uploading, click “Import”.

A summary bar will appear on the next screen.

If you’d like to upload more employees or update employee data, repeat the steps above. 

Click “Close” to return to the Employees overview page.

2c. Adding employees through the Employees overview page: manually

If you prefer to enter/add employee details manually vs. uploading a file, then this method is for you. However, if you’d like to learn how to bulk add employee information, there is a .CSV file upload option.

Click “Employees” from the side navigation to visit the “Employees” page.

Click “Add Employees” and a “Add Employees” pop up will appear. 

Click “Manually Add Employees” and a “Add Employees” slide out will appear. 

Complete all mandatory fields for the employee and enter additional employee information to help users learn more about the employee.

Review employee information:

  • Click “Save” to add the employee to your workspace.
  • Click “Save and Add Another” to add the employee and continue adding more employees to your workspace.

After saving, you’ll return to the Employees overview page.

3. Adding employees through the Individual Department page

Another way to add employees is on the individual department page. 

Visit the Department overview page and click on the individual department you’d like to add employees.

While on the individual department page, click on the “Employees” tab.

Click “Add or Remove Employees”.

Note: If the department does not have employees added yet, there will be a button called “Add Employees”.

“Add or Remove Employees” slide out appear. In this slide out screen, the right hand column will have a “New” and “Existing” section. 

From the “Employees” dropdown, select employees you’d like to add to the department.

  • Employees who did not belong to any department will automatically appear under “New”
  • Employees who already belonged to a different department will undergo “confirmation”. You can confirm the department transfer by clicking “confirm” or cancel the transfer by clicking “x” at the top right of the employee card. 
  • Click “Save” to complete the edit and you’ll land back onto the Individual department page.

4. Adding employees through the Individual Employee page

If there is an employee you want to edit individually, you can do so by visiting their employee profile.

Visit the employee’s profile.

To edit the employee’s department, click on the ellipses. This can be found on the top right corner above the employee’s profile image. Select “Edit Employee” from the dropdown.

“Edit Employee” slide out will appear. 

From the “Department” dropdown select a new department.

Click “Save” to update the employee’s department.

You’ll return to the employee’s page with the employee’s profile information updated.


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