Expanding your team on Everlance is a breeze. In this article, we'll guide you through the process of inviting and onboarding new team members to Everlance.
Watch this tutorial below or keep scrolling for step-by-step instructions:
Step 1: Navigate to the 'Team Dashboard'.
Step 2: Click on 'Members' from the left side of your screen.
Step 4: Click on 'Invite Members'.
Step 5: Enter the Email(s) of the Team Members you'd like to invite. If adding more than one Member for the same role, be sure to separate their email addresses with a comma.
Step 6: Then select their 'Roles'. If you'd like to know the differences between team roles click here.
Step 7: Select their 'Team'.
Step 8: Finally select their 'Program'. Make sure to select the correct Program as this will decide how your employee(s) are reimbursed.
A Cents-per-Mile (CPM) reimbursement program relies on the IRS standard mileage rate to reimburse employees for the use of their personal vehicle for work purposes. A CPM program reimburses employees the same rate, regardless of where they operate the vehicle, or the type of vehicle they might drive to perform business tasks.
A FAVR program is a more sophisticated mileage reimbursement program. Everlance’s FAVR car allowance program factors each employee’s local fixed costs of vehicle ownership (depreciation, taxes, insurance, license & registration, etc.) and variable costs of vehicle operation (oil & gas, maintenance, tire wear, etc.) to create a customized mileage reimbursement rate that is specific to each driver, based on the employee’s location and vehicle type.
Step 9: Click 'Send Invites'
*If your Team Member does not see your invitation make sure that they check their Spam.
Pro tip: We recommend adding your Admins first, adding your Managers second, and adding your "Team members" after your Admin & Managers have successfully joined.
You should be all set!
FAQ:
How can I manage my invites?
On the same page, you'll see the list of users who have pending invitations. This means you've issued the invitation but it has not yet been accepted.
- Click "X" if you need to remove the invitation.
- Click "Re-send invite" if you need to send it again (have the new team member check their spam folder if they don't receive the email invite).
How can I edit a member's role, team, or program?
From the member's page:
- Select the member that you would like to edit by clicking in the box on the left side of the user's name.
- Choose edit Role, Team, or Program.
- Select your new program and choose 'Update Member(s).
Customer Support:
If you need to contact support or have questions, please check out our help center at help.everlance.com or reach out at support@everlance.com or by phone at (872) 814-6308 (USA) or (877)704-2687 (CAN). Our office hours are 9am-5pm EST Monday - Friday and 9am-1pm EST on weekends.
Comments
0 comments
Please sign in to leave a comment.