The Enroll - Members page is where you have three convenient options for adding members to your account. Each option is designed to suit your specific needs, whether you're adding members individually, importing them from your HR system, or uploading a file.
Here's a breakdown of each method:
Input Manually - Add members one at a time directly into your account.
How it works: Simply select this option and proceed to manually enter the required member information. This is ideal for adding a few members quickly without needing additional tools or integrations.Connect to My HR System - Import members directly from your company’s HRIS (Human Resources Information System) platform.
How it works: Log in using your HR system credentials to securely connect. Once connected, you can sync your employee directory and import member data seamlessly.I Have a File on My Computer - Upload a list of members using an Excel file.
How it works: Use the provided template to prepare your file, ensuring accuracy in formatting and details. Then, upload the file to import the list of members in bulk.
Choose the option that best fits your needs by selecting the corresponding checkbox and follow the instructions specific to your chosen method.
If you have further questions or run into any issues, feel free to reach out to our support team for assistance.