Add your employees

Everything starts with the roster. Each active employee uses one compliance seat at their location; archived employees free the seat but keep all their history.

1. 1

   Open the Team page and click “+ Add / Import”

   Go to Team in the sidebar. The + Add / Import button is at the top right.

   

2. 2

   Pick how you want to add people

   All four methods support bulk import: Manual Entry (type them in), CSV File (CSV or Excel .xlsx exports from Toast, Square, Homebase, ADP, Gusto and most POS/HR tools work — an ADP Employee Census report imports as-is — or start from the [blank template](/safeshift-team-import-template.csv) linked on the upload screen: one row per employee, only First and Last Name required; an optional Access Level column of Team member, Shift Lead, or Manager sets what each new person's login opens — everyone defaults to Team member, changeable anytime from their profile; an optional Hire Date column (YYYY-MM-DD or MM/DD/YYYY) starts sick-leave accrual and its waiting period, and never overwrites a date already on file), POS Webhook (sync the roster live from a connected POS), or AI Screenshot (snap a photo of any roster — even a printed one — and SafeShift reads it).

   

3. 3

   Fill in the essentials

   For each person you need a name and an email (it's their sign-in for the employee app — if someone has no email, use the kiosk-only link under the email field). Add a phone number if you want SMS break reminders, pick a role, check Earns tips for tipped staff, and set the hourly rate — optional now, but required before payroll reports can pay them.

   

4. 4

   Review the row chips

   Each employee row shows status chips: No account (hasn't accepted an app invite yet), No SMS consent (can't legally receive SMS reminders yet), and filters for missing phone or role. The next two guides clear those chips.