Adding new employees to your platform can be done in a variety of different ways. In this guide, you'll learn how to add both active members and new hires to the Humaans platform, and the differences between both.
You can add new employees in bulk using our Tables feature. To learn more, see Importing users in bulk with Tables.
Adding an active member
Active members can be invited straight into the platform and will count as an active seat on your Humaans subscription. If the employee you are adding has already started or is soon to start, we recommend adding directly as an active member.
You can add an active member by following these steps:
In the People dashboard, scroll to the top right-hand side and click Add new member.
Select Active member, and then start filling out the employee's information.
First name, last name, work email, job title and place of work are mandatory fields needed to create an active member.
You can send an invite email straight after adding the employee by checking the "Send invite email" option.
You can have the employee's work email hidden from their Humaans profile so other users won't see it by checking "Hide work email in public profile".
Adding a new hire
New hires allow you to add a user to your profile with limited data. These profiles will be in a separate New hire section on the People dashboard, where their information can be updated and then added to the main directory when they are due to start. As a note, new hires do not have an active login and cannot be sent an invite to join your Humaans account. Also, new hires will not be visible to other employees in the People dashboard.
To add a new hire, you can follow these steps:
In the People dashboard, scroll to the top right-hand side and click Add new member.
Select New hire, and then start filling out the employee's information.
First name, last name, and personal email are mandatory fields needed to create an new hire.
Adding a new hire through Workflows
You can also add new hires to Humaans by adding them to a Workflow:
In the Home menu, click Workflows, then open a specific workflow.
Click on Add person in the top right-hand corner.
In the pop-up window, click Add new hire, which will open a window for you to fill in the employee's information.
Adding a new hire using Integrations
If you're using one of our ATS integrations, employees who are hired should automatically be added to the New hires section. You can learn more about our integrations here.
Sending Invites
You can send/re-send invite emails to active members who have never logged into your Humaans account through the People dashboard.
You can send a single to individual employee's by scrolling to the employee's profile in the People dashboard and then clicking Send invite or Resend invite.
If you have multiple employee's to send invites to you can use the Send invite button:
In the People dashboard, use the filters to determine which set of employee's you'd like to send invites to. For more on using filters, see our People directory and profile management guide.
Once you have the desired employee's displayed on your dashboard, click the Send invites button in the top right-hand corner.
A window will appear confirming how many invite emails will be sent. Clicking Send will only send invites to team members who have never logged in.
