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How do I add a new employee to Jolly?

Add an employee by hand or by CSV file, then enroll them so they can earn points.

For: Owners, Managers

Add an employee who is not in your HRIS (human resources information system), the system where you keep your employee records. Start on the Contacts page.

Steps

  1. Open Contacts. Click Contacts in the left sidebar. Please search first so you do not add the same person twice.

  2. Click Add Contact(s).

  3. Fill in the form. Enter First Name, Last Name, Phone Number and Email (work email).

  4. Click Add contact(s). If the person is already there or is skipped, Jolly tells you.

  5. Enroll the employee. Click the three-dot menu on their row. Choose Enroll. Enrolling signs them up to earn points. They get an invitation to set up their Jolly account.

Good to know

  • Adding a contact does not enroll the employee. Finish with the Enroll step.

  • A valid mobile number is required. Missing details can delay access.

  • To add many employees at once, upload a CSV file. A CSV is a simple spreadsheet. Get the example template under Add Contact(s).

  • If your HRIS is connected, new employees are added by themselves. Add people by hand only if they are not in your HRIS, like contractors. See How do I connect Jolly to my HRIS?

  • To change details later, see How do I edit an employee's profile?


Questions? Click Help in the left sidebar of your admin dashboard to start a chat with us.

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