Getting Started: Adding employees

Getting Started: Adding employees



You add employees in much the same way you add children. For employees, the fields that we recommend filling out at minimum to get started are: First Name, Last Name, Date of Birth, and Primary Email.

Importing employee data

As with children, the eyworks team can help you import employee data into the system. Fill out the import template that we provide as a CSV document. Each column represents a different field in the employee profile. Type information into the relevant columns, with each new row representing a new employee.

Send this template to us and we’ll import the data for you.

Adding employee manually

  1. Click on  Employees/Practitioners in the sidebar.
  2. Click on the  icon in the top right. 
  3. Fill out the relevant information in each tab of the Employee Profile (see next page).
  4. Click Save. 
On the next page, we’ve included an explanation of what the different fields in the employee profile do. Refer to this if and when necessary.

Using the employee profile form

As with children, you can send out employee profile forms to save you the trouble of filling out all employee profiles manually. So long you've entered the First Name, Last Name, Date of Birth, and Primary Email for each employee, you'll be able to send them the employee profile form, which they can use to fill out their own data. Once the form is submitted, their profile will be automatically updated.
  1. Click on  Employees in the sidebar.
  2. From the Employees page, click on the  icon in the top right. 
  3. Click on Select Room/Select Tag and choose which option the employee belongs to. If unsure, you can choose All. 
  4. Select the employee(s) from the Recipient List.
  5. Edit the email if you desire.
  6. Click Send. 
  7. The employee will receive an email with a link to the Employee Profile Form.