Welcome to Rise! This guide will walk you through onboarding new team members using Rise's Talent Import feature and inviting managers with Rise's Invite Manager feature. Let's get started!
Onboarding Team Members with Talent Import:
Access the Team Page
When you first visit the Team page in Rise, you will see an interface similar to the image below. This page displays your team members and their status.
Importing Talent(s)
Head to the "Import Talent" section to import new team members. You can easily add one or multiple team members at once by entering their email addresses. You can type each email individually in the email field or paste a list of emails in the designated area. After adding an email, click the "Add" button. Once you have all the emails added, select the "Import" option, and an invitation to join your Rise team will be sent to each email.
1- Confirmation of Invitation
After sending the invitations, you will receive a confirmation that the invitation emails have been sent. However, until the team member accepts the invitation, their card on the Team page will remain grayed out, indicating they still need to accept.
2- Acceptance Confirmation
Once a team member accepts the invitation, their card on the Team page will no longer be grayed out. This serves as confirmation that the invitation has been accepted. Any additional invitation recipients will be shown here, indicating whether they must create their Rise ID.
Inviting Manager(s)
Adding managers to your team is similar to onboarding team members. You can invite managers on the same page by clicking the "Invite Manager" button.
1- Manager Account Type
When inviting a manager, ensure that the email address belongs to an account with the "Send Payments" role rather than the "Receive Payments" role. Managers are responsible for paying the team; a "Payee" account cannot perform this.
For more information on Rise's features, such as creating pay schedules, withdrawals, and funding, check out our collection of help tutorials.
Rise's Talent Import and Invite Manager features make onboarding your team and efficiently managing your workforce safe and straightforward. If you have any questions or need more help, our support team is always ready to help. Welcome to Rise!