When you start your TSheets subscription, you'll be invited to take a features tour. Immediately after the tour, the online TSheets Guide will help you quickly and easily set up your employees.
If you bypassed the tour, this guide describes how to accomplish that task.
Only account administrators are authorized to perform this task.
Important: If an employee does not have an email address, or if you do not click the Invite button, be sure to tell employees their usernames and passwords so that they can set up their account.
How to Add Individual Employees
Go to Employees.
Click + Add Employees.
Enter their information, and select a role. (Note: Role options here are Administrator, Employee, and Payroll Manager. If you'd like to change a user's role or set up a custom user, see How to Grant Permissions to an Employee below.)
If you'd like an email invitation to be sent to the employee(s), enter their email address(es), and check the INVITE box. The email will guide them through the setup of their TSheets web account and will give them the option to text a link to their phone(s) so that they can easily install the TSheets mobile app.
Click Add Employee(s).
How to Bulk Upload Employees from Accounting Software or CSV Spreadsheet
Currently, TSheets can support bulk employee uploads from:
Note: If already integrated with one of the above software, each new employee will need to be first added in the integrated software and then imported into TSheets using the appropriate import option. (Follow the above links to learn more about each integration.)
How to Invite Employees to TSheets
If you chose not to invite employees during the 'add employees' process described above:
Go to Employees.
At the top of the Employees window, click Actions > Invite Employees. A list of employees who have not yet been invited or who have not yet accepted an invitation, displays. Only employees with an email address or mobile number on file can be invited.
All employees with an email address or mobile number on file will be selected automatically. Deselect individual employees you do not want to invite, or click Deselect all and individually select those you do want to invite.
Under Email / Text, select to send an email invitation, or to send a text message invitation. If a mobile number is on file, the default invitation is text message.
Click Invite [#] Employees.
How to Remove (Archive) Employees
How to Remove (Archive) One Employee
Go to Employees.
Next to the employee's name, click , and OK to confirm.
How to Remove (Archive) Multiple Employees
Go to Employees.
At the top left, click + Add Employees.
At the lower left, click Import employees from your accounting software or from a spreadsheet (.csv).
Click Spreadsheet (.csv).
Click Download Spreadsheet > Next.
Open the spreadsheet, and in the far right column, change active to archived, and save the spreadsheet. (Note: If you are using a different spreadsheet program (Excel, Google Sheets, etc.), save the updated file in .csv format before uploading.)
Click Choose File, find the file, and click Open.
Back in the Import spreadsheet (.csv) window, click Upload.
How to Reactivate Archived Employees
How to Reactivate One Archived Employee
Go to Employees.
In the Employees window, at the upper left, select Archived Employees.
Next to the employee name that you want to unarchive, click , and OK to confirm.
How to Reactivate Multiple Archived Employees
Go to Employees.
At the top left, click + Add Employees.
At the lower left, click Import employees from your accounting software or from a spreadsheet (.csv).
Click Spreadsheet (.csv).
Click Download Spreadsheet > Next.
Open the spreadsheet, and in the far right column, change archived to active, and save the spreadsheet. (Note: If you are using a different spreadsheet program (Excel, Google Sheets, etc.), save the updated file in .csv format before uploading.)
Click Choose File, find the file, and click Open.
Back in the Import spreadsheet (.csv) window, click Upload.