How to Bulk Send Invites from the Onboarding tab

Coming soon!

Companies using the HR Integration feature to create and update their members' accounts can now choose when to send invitations to their employees from the Onboarding section of the Members page.

Follow the steps below to learn how to send invites in bulk from the onboarding tab: 

Step 1: Log in to your Team Dashboard.
Step 2: Click on 'Members' from the left-side menu.

Step 3: At the top of the Members page, click on the Onboarding tab.

This tab shows the number of team members currently in the onboarding process. 

Step 4: On the right side of your screen, you’ll see a list of tasks. Here, you can see how many of your employees need to be sent an invite. 

Step 5: Click 'View' to filter the onboarding members list and see who still needs an invite sent to join your company and reset their passwords. 

Step 6: You can select members individually, then click 'Send invites'. 

Alternatively, click 'Send invites' at the top of your screen to bulk send invites to members.

That’s it! You now know how to bulk send invites from the Onboarding tab. 

Customer Support:

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