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Invite new team members to Nailted

Jesús Cerviño
  • Updated

You can invite as many team members from your organization as you require into your Nailted account using one of the 3 different ways to add new team members: 

1. Through connecting Nailted to your HRIS or HCM software 

If you use certain Human Resources Information System (HRIS) or Human Capital Management (HCM) softwares that Nailted can integrate with, the system can automatically bring/update all the information from your software into Nailted every 24 hours, making the daily management easier. The supported softwares are the following: 

💡If it is the first time you connect your software, the new users will be kept on draft and you will have to manually activate them from your Team section. 

 

2. Adding people from a file

Nailted also offers the option to add people into the platform by importing a file, adding all their properties at the same time using a template provided by Nailted. See how to add people from a file here.  

 

3. Adding each person manually into the system. 

The last way of adding new people into the system is manually adding the person information into the system following the next steps: 

    1. Go to your Team section and select People.
    2. Click on the Add People button and select Add manually.   
    3. Next, add the person's full name and email address in the text box provided. 
    4. If the person is a new employee, select the Is this a new employee? checkbox. 

💡We will not send surveys to those members that have joined the company in the last 30 days as they do not have yet the enough company knowledge to have formed an opinion. 

    1. Once the information is added, two different buttons will appear under it: 
        • Register member: By choosing this option you will activate the team member and they will receive a notification explaining what is Nailted and how it works. You will be able to add further information regarding this person from their personal profile.  
        • Configure member: By choosing this option you will only add the person into your draft section allowing you to add further information inside their profile if required. At this point, the person won’t receive any type of notification. 

6. If you have chosen the option of Configure member, when ready go to your People section and click on Draft. There you will see the full list of people pending to be added. Click on the Activate member button to send them the notification explaining what it is Nailted and how it works.

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