How do I add employees to the dashboard?

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 (see this article for the full setup guide).

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. Click on Add a new employee.
2. Fill in the employee's information. Mandatory fields are: name, surname, email, reference ID, salary, start date.
3. Click on Save employee information
   
   Notes
   Please note that once the employee has started their on-boarding process with Wealthsimple, you will only be able to adjust their salary.
   
   To update any of the other fields, please write to w4w@wealthsimple.com