How it works
You can add contacts via three different methods:
Connect with HRIS: Pull employee contact details from a payroll or HRIS system for streamlined management.
Add Contacts individually: Add a new contact by entering their information manually.
Bulk upload: Upload your own CSV to bulk add contacts.
Integration capabilities currently support a one-way sync, pulling employee contact details from a payroll or HRIS system for streamlined management.
Editing & Bulk Actions
Click the edit button to perform bulk actions, such as:
Deleting multiple contacts
Adding contacts to a live document
Grouping contacts together
Sending invites to contacts for creating an Employee Portal account
You can also view and edit individual contact details for more precise changes.