Anyone on your Perform account can invite other employees to join your company. By default, the person who invites another employee is assigned as their manager. You can opt out of this role when inviting employees, or an admin can change this later in the employee’s profile.
How to invite a batch of employees
Click the gear icon in the left sidebar.
Click Invite Users.
Enter or paste employee email addresses, separated by commas or line breaks, and click Next.
If you don’t want to be the manager associated with the employees you’re inviting, uncheck I am the primary manager for these employees.
Verify or edit the employees’ name and click Next.
If you’d like to assign all the employees on the list to the same department or location, click to select these options and enter the correct info.
To specify different departments or locations for each employee on the list, click to select these options and enter the correct info for each employee.
Click Send Invites.
The employees you invite will receive an email with a link to sign in to Breezy Perform.
How to invite employees from a list
If you have a list of employees in a spreadsheet or CSV file, you can copy and paste a list of email addresses from a single column.
Open your employee list as a spreadsheet.
Select the column of email addresses and Copy.
In Perform, click Invite Users.
Paste the employee email addresses you copied from the spreadsheet and click Next.
If you don’t want to be the manager associated with the employees you’re inviting, uncheck I am the primary manager for these employees.
Verify or edit the employees’ name and click Next.
If you’d like to assign all the employees on the list to the same department or location, click to select these options and enter the correct info.
To specify different departments or locations for each employee on the list, click to select these options and enter the correct info for each employee.
Click Send Invites.
How to add an individual employee
If you’re an admin, you can add employees individually, and decide whether or not to send them an invite email.
Click the gear icon in the left sidebar.
Click Company Settings.
Click Employees on the left-hand side of the window.
Click Add Employee near the top of the window.
Enter the employee’s name, email address, manager, and other details.
Click Add Employee or Add and Send Invite.
Add Employee will add the employee to their manager’s lists of direct reports, but they won’t receive an email notification.
Add and Send Invite will add the employee and send them an email invitation to sign into Perform.
Note: Some employee data can be created on the fly, like job title, department, and location. Just type what you’re looking for and if it’s not already on the list, it will be created and saved.
How to send an email invite
If you’d like to send (or resend) an email invite later, you can do that from the employee list.
To send an email invite:
Click the gear icon in the left sidebar.
Click Company Settings.
Click Employees on the left-hand side of the window.
Find the correct employee on the list and click the More icon (ellipsis) on the right-hand side.
Click Send Invite.