How can I add employees?

Employees can be added/removed from the Company's Stebby account in the "Employees" view.

ADDING EMPLOYEES TO THE COMPANY'S STEBBY GROUP

Employees can be added one at a time or imported as an Excel file all together.

To add multiple employees using an Excel spreadsheet:

• In the "Employees" view, click the "Import from file" button.
• You can then download a sample file from the view that appears. Once the sample file is filled out or you have created a spreadsheet with it as a basis, you can upload the in the same view.

A compensation plan will be automatically attached to the imported workers if the "Default compensation plan" setting is enabled on a compensation plan. This can be checked for/changed in the "Compensations" - "Change plan" view.

Add employees one by one:

• In the "Employees" view, click the "Add New Employee" button.
• Fill in the required fields and if there is a compensation plan, attach the compensation plan to the employee.
• If necessary, add a label or a DIM label to the employee. Up to three DIM labels can be attached to a singular employee.

The employee has a previous Stebby account vs an account is created for the employee when they are added to the group

• If an administrator goes to the "Invited Employees" view and their invitation status is "Pending", it means that the employee has received an invitation to join the company in their existing (already created) Stebby account and must accept the invitation in their account to become a member of the group.
• If the employee has not previously created an account in the Stebby environment, an e-mail will be sent to their e-mail address when the employee is added to the group. By clicking on the activation link, the employee can enter the password they want to use to log in in the future.

REMOVAL OF EMPLOYEES FROM THE COMPANY'S STEBBY GROUP

Click on the employee and then on "Remove" from the colored bar that appeared at the top of the view.

• "Remove now" - choose this to remove the employee from the group immediately.
• "Set removal date" - choose this if you want the employee to lose the group member's rights on a certain date (good to use if the removal date falls on a weekend/holiday).

If an employee has unused sports compensation in Stebby's account at the time of removal, it will not remain on their Stebby account after removal from the group. Only the amount of personal funds that they have transferred to their Stebby account remains in the employee's account.