COMPANY GUIDE

Inviting Employees to the Platform

Inviting Employees to the Platform

Onboard your team members by sending them invitations to join Techsup Track.

Single Employee Invitation

1

Go to Employee Management

Navigate to "Employees" or "Team Members"

2

Click Invite Employee

Click "Add Employee" or "Invite New Member"

3

Enter Employee Information

Provide:

  • Full name
  • Email address
  • Phone number
  • National ID
  • Department
4

Set Employment Details

Select employment type (full-time, part-time, contract), start date, and work schedule

5

Assign Role

Choose the employee's role (usually "Employee" for standard staff)

6

Send Invitation

Click "Send Invitation". The employee will receive an email with a link to activate their account

Bulk Employee Import

1

Go to Import

In Employee Management, look for "Bulk Import" or "Import Employees"

2

Download Template

Click "Download Excel Template" to get the properly formatted spreadsheet

3

Fill in Employee Data

Enter all required information for each employee (name, email, phone, ID, department, etc.)

4

Upload File

Return to the import section and upload your completed Excel file

5

Review & Confirm

Review the preview of imported employees and confirm the import

6

Send Invitations

All employees will receive invitation emails automatically

Import Template Columns: Name, Email, Phone, National ID, Department, Job Title, Employment Type, Start Date, Manager, Work Location