Once you have your account created, you'll need to add your employees so you can schedule them.

There are three options for adding employees.

1. Adding one employee at a time

This might be a good option for smaller businesses or if you are adding a new hire to your existing list.

Go to Dashboard > Employees and click the Add employee button.

A form will appear so you can add all their details. 

You must add at least one character in the first and last name fields to save a profile. All other details can be added later. 

In order to invite the employee to join the account (which is necessary so they can see the schedule and communicate with you and the team), you must add either an email address or mobile number.

The timezone will default to the main setting for the account, but you can check the details here to make sure they are accurate.

The system role will control their level of access within the account. This is set to employee by default, but if you would like to add a manager or another admin, you can edit their role, here.

Their employee ID can be added to help with reports (Business only), in the event that you need to export shift data according to ID rather than name. 

The next three fields let you assign locations, positions, and groups to the employee. It is important to add all applicable locations and positions so they will be able to get notifications relevant to them.

The last two options on this page let you invite the employee to join your account  (email address or mobile number required) and grant access to labor cost, reports, and wages (managers only). 

Once you have all the details entered correctly, remember to click Save and your new employee is ready to be scheduled!

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2. Importing your employees from a file

If you have an existing list of your employees in a spreadsheet, you can easily import them to Sling. 

Our import function supports up to 8 columns at once and you can import the following data:

  • Full name  - OR -
  • First name
  • Last name 
  • Employee ID
  • Email address
  • Phone number
  • Location
  • Position
  • Employee base wage

The file should be one sheet with only the data you wish to import. Extra columns or sheets will result in an error.

To start the import process, go to Dashboard > Employees. Click the Import employees button, then click Import from file.

You can browse for the file or drag and drop it into the box with the dotted outline.

The next step allows you to label the columns in your file. 

You can also choose whether to send invitations to the employees you're adding now or wait until later (which will give you time to finish setting up the account and create some shifts).

Finish by clicking the Import employees button and they will be uploaded to Sling.

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3. Share a link to let employees self-register

If you have a large staff or want to make adding employees easier on yourself, you can share a link to let them create their own profiles. 

Your unique link will connect them to your account and give you an opportunity to screen join requests so you can weed out any unauthorized profiles.

To get your link, go to the Employees tab (Dashboard > Employees), and click the options button (3 dots).

A pop-up will appear with your link. Copy it and you can share it with your employees anywhere you'd like.

When your employees follow the link, they will be asked for their name and email address and they will have a chance to set their password. To submit their request, they just click the Request invite button.

They will see that their request is waiting for approval and we will let them know they will receive an email with the next steps.

On the admin/manger side, you will get a join request notification. If you recognize the name, you can approve it right from your Dashboard.

If you need to review the details, you can click the notification. 

You can also look for all join requests under the Employees tab. To approve or deny a request here, click the options button (3 dots).

Once approved, you will see the profile moved to the Invited users list and you will be able to view the full profile to edit their assigned locations, positions, groups, and more.

Sling will send an email to the employee to confirm their acceptance. They will just need to follow the invitation link to complete the process and login.

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