How do I add my employees onto the Thrive Employer Portal at initial log in?
Learn how to add your employees onto your Thrive Employer Portal
How to Add Employees to Your Thrive Employer Portal
When you log into your Thrive Employer Portal for the first time, you'll be directed to your Dashboard with a list of tasks you need to complete. If you are adding employees after your initial login, refer to this article: How to Add New Employees. Below are the steps to help you add your employees successfully.
Step 1: Select Add Employees
Once logged into your Thrive Employer Portal, your first task will be to add your employees. To begin, select the ‘Add Employees’ task from your task list.
Step 2: Single or Multiple Employees
You will then be asked to add multiple employees on to your Thrive account. At this stage you can add a single employee if this applies to your company, by inputting one employees details in the step below.
Step 3: Download the File to Add Employees
To upload your employees' details, you will need to download a CSV template file. This will allow you to enter your employees’ information in the required format.
Step 4: Add Employee Information
Complete the downloaded CSV file with the necessary employee details. Be sure to fill out all the required fields accurately. After filling in the information, save the file in a secure location on your computer to avoid any loss of data.
Step 5: Upload Your File
Return to the Thrive Employer Portal and upload your completed CSV file. You can either drag and drop the file into the designated area or click on the ‘Upload File’ button to select your file.
Step 6: Verify Employee Details
Once the file is uploaded, carefully check that all your employee details have been uploaded correctly. Verify that the information matches what you entered in the CSV file. You can amend the employees records on this screen if any details are incorrect.
Step 7: Confirm and Send
After confirming that the details are correct, select ‘Confirm and Send’. This will send a welcome email to your employees, inviting them to join Thrive.
By following these steps, you'll successfully add your employees to the Thrive Employer Portal. If you run into any issues, you can always refer to the support articles or reach out to the Thrive support team.