First things first, let's create staff in our account under Workforce > Staff > + Add staff.
There are four ways you can create staff profiles in Tanda:
- Employee Onboarding
- Import from Payroll System
- Import from Excel (CSV)
- Add Manually
Employee onboarding is the ideal method for employees who are new to the business. All you have to do is enter their basic details and 'Send Invite'. From here, the employee will be sent a link to fill in the personal details (demo available here). Employees onboading also has optional features like the ability to attach a contract, ask custom questions, provide custom forms, and add a personal welcome message. This information can also be sent directly to payroll, depending on your payroll system. See this article for more information on employee onboarding.
Import from your Payroll & Accounting System
Importing from your payroll system is ideal for pre-existing staff who have already provided their employment details and had these details entered into payroll. To import staff details from payroll, click 'Import from', select your payroll system, and follow the prompts. Depending on your system, staff may be automatically imported via API or require a file to be downloaded from your system and then imported into Tanda. If you cannot see your payroll system in the dropdown, you will need to set this up first.
Import from Excel (CSV)
Importing from CSV is the ideal if you use a payroll system which Tanda does not directly integrate with or if you have an existing Excel spreadsheet with staff details. Simply import the CSV and map the headers in your CSV to the fields in Tanda. If creating a list from scratch, use our excel template as a starting point.
Adding staff manually is recommended when you already have their employment details but not available at the moment. By adding them manually, you can create their profile for the purposes of getting them using Tanda ASAP, and come back to fill in their details later.