This article is intended for:
🏢 Admins (HRs)
The final step in the checklist is to add and invite employees to the platform. Invited employees will receive an invitation email with steps to sign up for their own MindFi account.
If you have previously selected employee pays out of pocket for therapy & coaching sessions, you will be brought directly to this step.
You can add as many employees as you want in this step. We recommend adding 5 employees to start. Later on, you can add and invite more employees on the Employees page.
💡 Tip:
When you first create the organization, you will be automatically on the free Basic plan, which allows unlimited members.
To add an employee:
Click on the Add employee button
Enter the employee's first name, last name, email address, and select the role
By default, the invitation email will be sent out immediately after an employee is added.
If you'd like to trigger the invitation at a later time, simply uncheck the box. See Inviting Employees to know how to send the invitation to a single employee or multiple employees
Click on Add and it will appear on the list
Once you have added employees, click on Send invites
To add multiple employees via a CSV import, see Adding multiple employees using CSV import.
🎉 Congratulations! You've completed the checklist. Time to explore the rest of the Hub!