Adding teammates to CareerPlug

Your Employees page is the centralized location for managing your team directory, maintaining a record of current and former employees, and keeping track of tasks and employee satisfaction.

Previously called Team, the Employees page is easy to set up, navigate, and maintain as your business grows. You can add hiring managers to help you hire the right people for the right role, as well as the rest of your team.

What are the benefits of adding teammates to my account?

We recommend using the Employees page as the source of truth for your company’s important employee information, like vital documents, contact information, and even important personal information.

From your Employees page, you can view and manage your retain workflows to stay up to date on your employees’ tasks and growth. The Core Trait Assessment helps you meet employees where they’re at to retain the top talent you already have. Pulse surveys let you gauge employee satisfaction each week, track how new employees are settling in, and spot signs of dissatisfaction among tenured employees before it leads to turnover. These features are available to CareerPlug accounts with a Grow subscription.

Managing a winning team is about more than just adding employees or using surveys, but CareerPlug gives you the tools to help ensure your next hire will stay with your team for the long haul.

How do I add a teammate?

1. To add a teammate to your account, navigate to your Employees page.

2. Click the + New Teammate button in the top-left corner of the page.

3. Enter your teammate’s first and last name, email address, and job title.

4. Select a manager for this teammate. The manager will be responsible for overseeing and managing this employees' tasks.

5. Select a primary location for this teammate. Every employee must be associated with a location.

6. Add a start date. This can be today or a past date. Start dates can help you track tenured employees' time with your company and keep a closer eye on retention.

7. Set your teammate’s access level. A teammate’s access level will impact what they can see and do within the account.

Checking the Admin checkbox will give a teammate owner-level access to your account. They can add new teammates, change other teammates’ access level, and view all employee information, even for employees they don’t directly manage. Use this checkbox sparingly, and only with hiring managers and administrators who need full access to your account.

For Limited Access and Full Access teammates, you can add multiple location and department permissions, depending on their role within your company. Learn more about how you can give teammates access to jobs and applicants via locations.

8. Click the Create teammate button at the bottom of the page to create your new teammate. They will automatically receive an email prompting them to sign in for the first time and set up a password.