How do I add my employees to the platform?

Quick Start

1. Access your employer dashboard
2. Add employees to the platform (you are here)
3. Create a group plan
4. Add employees to a group plan to send e-mail invitations

You can input employees' information on your employer dashboard through a bulk upload or a manual input of each employees' data. After you input your employee information, you can assign them into a plan. 

Option 1: Bulk upload many employees

1. Go to the tab “Employees”
2. Complete the CSV template with your employees' data (name, surname, email, ID, salary, start date). Please make sure to use the format as shown on the template, otherwise your data won't upload to W4W. Save this file on your desktop. Here is the file template. 
3. Click on “Add many employees”.
4. Click on “Upload your employees CSV” and choose the completed CSV file.

Option 2: Add individual employees

1. Go to the tab “Employees”
2. Click on “Add a new employee”
3. Fill in the employee's information. Mandatory fields are: name, surname, email, reference ID, salary, start date
4. Click on “Save employee information”

Notes

• Please note that once the employee has started his/her on-boarding process with Wealthsimple, you will only be able to adjust his/her salary.
• To update any of the other fields, please write to w4w@wealthsimple.com

New to Wealthsimple for Work? Book a call with us to learn more about offering group plan to your company.

Already using our platform? Please contact us at w4w@wealthsimple.com for support.