When it comes to transferring your staff to Nowsta, your account manager will do most of the heavy lifting. All you need to do is download the spreadsheet at this link, fill in your staff’s information, and return the spreadsheet to your account manager by email. We can typically load the staff to your account within one business day.
Information to include
For each staff member, we require the following information:
- First name
- Last name
- Email address
We also highly recommend you provide the following information:
- Cell Phone Number
- Positions (e.g., server, bartender, etc.)
- Pay rates
- Payroll ID Number (necessary for payroll integration)
Tags allow you to differentiate workers by non-position characteristics. For example, you might tag each worker by their skill level (Tier-1, Tier-2, Tier-3) or by other characteristics (e.g., Friendly, Heavy Lifter, Commercial Driver's License, etc.).
The following information is optional:
- Start Date
Each employee must have a unique email address and phone number. Providing a spreadsheet that includes duplicate emails or phone numbers may delay the uploading of your staff list.
What if my staff information is already in another platform?
No worries! We can help you export staff information from your existing platform. We've listed some of the most common platforms below. Don't see yours listed? Simply contact us and we can advise you on how to export your staff list.
Please create a log-in for your current Staffmate account and send the details to your account manager. We can typically pull all of your staff information within two business days.
Please review the Caterease article titled Printing Employees to view how to export a list of your staff information.
Please open QuickBooks and click File> Utilities > Export > Timer Lists to export a Timer List file, containing your staff list. Send the saved timer list file to firstname.lastname@example.org.