Can I change someone's role or team after they accept?

Yes. Roles, teams, departments, locations, and approvers are all editable later from the person's profile in the People view. The invitation just sets the starting values.

Do invited people have a balance immediately?

Only if a policy applies to them: through their location, department, team, a tag, or a direct assignment. If no policy applies, their dashboard says so until you assign one.

What happens if an invitation expires?

Nothing is lost: the pending entry stays in the list and you can resend the invitation with one click.

Invite your team

People join your company by invitation. You can invite one person at a time or import a whole spreadsheet. Both paths create the same thing: a pending user with a profile and an invitation e-mail.

Invitations are sent from the People view of the settings modal on the admin dashboard.

Invite one person

Open Settings from the admin dashboard and switch to the People view.
Click "+ Add User". The "Invite a teammate" dialog opens.
Fill in the required fields: work email, start date, and role (employee, manager, or admin). Managers additionally need a team.
Optionally set an approver, location, team, job title, employee ID, tags, employment type, and weekly hours.
Click "Send invitation".

The start date matters: waiting periods for new hires and tenure-based rules are calculated from it.

Bulk import from a spreadsheet

Bulk import uses the exact same pipeline as a single invite, so every imported person gets the same pending user, profile, and invitation e-mail.

In the People view, open the import (or click "Bulk import" inside the invite dialog).
Drop a CSV file or paste rows. A template is available via "Download template".
Review the preview: valid rows are marked ready, rows with problems are flagged with the exact error so you can fix and re-upload.
Click "Send N invitation(s)" to send everything at once.

Bulk import stepper: source, preview with validation, send invitations

What the invited person experiences

They receive an invitation e-mail with a personal link.
The link opens the invitation page; signing in (or signing up) with the invited e-mail shows an "Accept Invitation" button.
After accepting, they land on their dashboard: employees on the employee dashboard, managers on the manager dashboard.
Expired, cancelled, or already-accepted invitations show a clear status page instead of an error.

Managing pending invitations

The invite dialog shows a pending list with a "View all" link. From there you can search by e-mail and, per invitation, resend it, copy the invite link, or delete it.

Frequently asked questions

Can I change someone's role or team after they accept?: Yes. Roles, teams, departments, locations, and approvers are all editable later from the person's profile in the People view. The invitation just sets the starting values.
Do invited people have a balance immediately?: Only if a policy applies to them: through their location, department, team, a tag, or a direct assignment. If no policy applies, their dashboard says so until you assign one.
What happens if an invitation expires?: Nothing is lost: the pending entry stays in the list and you can resend the invitation with one click.