This guide details the different ways managers and administrators can add, or remove employee profiles from Tanda.

There are four ways to create staff profiles in Tanda:

To add an employee to Tanda, head to Workforce > Staff and Select '+ Add Staff':

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Employee Onboarding:

Employee Onboarding sends digital forms to new employees. Tanda automatically creates employee profiles in MYOB and Xero through our integration from completed responses.

See this article for more information on employee onboarding.

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Import from your Payroll & Accounting System:

This option is typically only applicable when you are first setting up a new Tanda account.

To import staff details from payroll, click 'Import from', select your payroll system, and follow the prompts. If you cannot see your payroll system in the dropdown, you will need to set this up first.

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Import from Excel (CSV):

You can import from excel by selecting 'Import from' and select '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. 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.

When importing from excel, you will be asked to map your columns to the relevant fields in Tanda.

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Add Manually:

If you need to create a new employee profile manually, you can select 'Create New Profile' next to 'Add Manually'.

If you do create an employee profile manually, you can still head to the 'Onboarding' tab and send out an onboarding invitation, as long as you have entered an email or mobile number for the employee.

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If you need to learn how to deactivate an employee profile, head here.

Next, let's review how we can set up staff permissions and assign payroll classifications.

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