How to invite your team to join Extras automatically
Using our Invite your team tool you can automate Extras employee registration for your business. The tool enables you to quickly add all your employees, automates account communications and easily remove leavers, getting your Extras benefits in the hands of your employees as quickly as possible.
The Invite your team tool can be found in the Admin menu if you are already logged in as an Administrator for your account.
Alternatively, use this link to login and be redirected automatically: https://app.workplaceextras.com/login/administration/invite-your-team
Watch our walk-through video to learn more:
Or use our step-by-step instructions:
Instead of asking your employees to register for an account, you upload a file that contains their basic details. This will automatically create an Extras account for them.
1. First download a template from the Invite your Team screen that includes all the necessary details for the file upload. The file should be in .csv format and under 2mb. Simply enter your employee’s details into the template and click on ‘Upload List’ to start the process.
2. Once the file has successfully uploaded (this is not an immediate process and is dependant on the number of users being uploaded), you will be able to view a list of all entries. You can then split those users between successful and unsuccessful and take the step to resolve any issues in the file before uploading again.
3. The successful entries will then receive an email instructing them to activate their account. We will send a series of reminder emails until the account has been activated.
4. In the event of any company leavers, you can close their accounts by simply uploading the same template and including the “termination date” i.e., the date they left or will leave employment. If the date is in the future, we will close the account when that date is reached.