Adding employees to SmartLunch

Do you want to add your employees? See how to do it step by step.

How to add employees to SmartLunch

Use the Company Panel and go to:

• Organization > Employees > Add an Employee.

👨‍🔧 Adding a single employee

You have two ways to add an employee.

• number 1:  go to the Dashboard and go to employee section.
•  to

Organization > Employees > Add an Employee.

✅ Steps to add a single employee:

1. Fill in the required fields:
   • First and Last Name: Used for reports and order labels.
   • Phone Number, Email, or Card Number: At least one is needed, and it must be unique.
2. Assign the employee to a group. Groups can be changed later.
3. Click “Save" to finish.

👥 How to use groups?

A group organizes employees based on rules like funding limits or payment methods.

🚨 Common errors when adding employees

• Phone numbers, emails, and card numbers must be unique.
• If there's still an issue, contact Customer Support.

🏇 Background process

• Adding employees runs in the background so you can keep working.
• A progress banner shows how many accounts are added and lists any errors.
• After finishing, you'll see a summary of successful additions and errors to fix.

❓ FAQ

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What data must be unique?

Each employee must have a unique phone number, email, or card number.

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What if I can't add an employee?

• Check if the data (phone, email, card) is already in use.
• If the issue continues, contact Customer Support.

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How do I edit employee details?

1. Go to the "Employees" section.
2. Find the employee's name and click the edit button.
3. Update the information as needed.

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How do I add a remote worker?

• Check the "Remote Worker" box when creating the account.

Customer Support needs to set this option up first.