How to Add in New Users (Manual and Batch)

Role: ✔ Admin, ✖ Accountant, ✖ Team Manager, ✖ Employee, ✖ Bookkeeper

How to Add in New Users (Manual)

Ideal for: Adding in employees individually

1. Log into your Spenmo account and click ‘Employees’ in the Settings.

2. Click the ‘+ Add Employees’ button on the top right side of the screen.

3. Click on ‘Add manually’ and there will be an employee data form that you need to fill.

4. Fill in the fields with the correct employee information.

5. Assign a role for the new employee. To see user access information in each role, click on the symbol.

6. (Optional) To add another employee, click the ‘+Add More Employee’ button.

7. Click the ‘Add Employees’ button at the bottom.

8. Your employee will receive an automated email once their account has been successfully created.

How to Add in New Users (Batch)

Ideal for: Adding in multiple employees at once

1. Log into your Spenmo account and click ‘Employees’ in the Settings.

2. Click the ‘+ Add Employees’ button on the top right side of the screen.

3. Click ‘Add many in a go’, and then click the ‘Download Template’ button. You will download the CSV template for your employee bulk addition.

4. Open the CSV file and fill in the required fields with your employee data. Remember to assign a role for each employee by choosing from the drop-down list. Save the CSV file that has been filled with your employee data.

5. Go back to the Add Employee page and upload the template. You can do so by dragging the CSV file onto the upload box or by clicking on the ‘Browse Files’ button.

6. Your employee will receive an automated email once their account has been successfully created.

Please fill in this form for any additional assistance required.

Note:

Currently, we are unable to onboard employees that are based in China, USA, Hongkong, and India. This is due to the respective countries' regulatory restraints. We are working on a solution to this and we will definitely update you once it becomes possible.