For: Owners, Managers
Adding an employee manually
In the screenshot below:
Contacts is where Owners and Managers manage employee records.
Search Contacts helps you find an existing employee before adding a duplicate.
Add Contact(s) is the entry point for adding employees manually.
The contacts table shows membership status and employee details after records are added.
Go to Contacts in the left sidebar
Click Add Contact(s)
Fill in the required fields: First Name, Last Name, Phone Number, and Email (work email)
Click Add contact(s)
Enrolling the employee
Adding a contact doesn't automatically enroll them in campaigns. To enroll:
Find them in Contacts
Click the three-dot menu on their row
Select Enroll
They'll receive an invitation to set up their Jolly account.
Bulk upload
For large groups, use CSV upload instead. Use the example template to do so (downloadable from the Add Contact(s) button).
HRIS-connected accounts
If you've connected an HRIS, new employees added there will sync to Jolly automatically within 24 to 48 hours. Manual additions are still supported for contractors or anyone not in your HRIS.
All four required fields must be present for an employee to fully activate. Missing fields delay access.
Questions? Click Help in the left sidebar to start a chat with us. You can also email support@jolly.com (Mon-Fri, 9am-5pm ET; after-hours messages answered next business day).