Sling by Toast: Add Employees

In this Article:

• Add Employees
  • Add One Employee
  • Add Multiple Employees
  • Import Employees From a Spreadsheet
  • Share a Self-Registration Link

Add Employees

After creating your account, you need to add your employees so you can schedule them. There are four ways to add employees.

Note: For Toast-integrated accounts, new employees must be added on Toast, and they will sync over to Sling. 

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Add One Employee

This method is useful for smaller businesses or when adding a new hire to an existing list.

1. Go to Dashboard > Employees.
2. Select Add employee.
3. Select Add individual employee.
   
   

A form appears where you can enter employee details.

You must enter at least one character in both the first and last name fields to save a profile. All other details can be added later.

To invite the employee to join the account, which is necessary so they can view the schedule and communicate with the team, you must enter either an email address or a mobile number. Users invited using only a phone number receive a text message invitation and need to download the Sling mobile app before setting up their credentials. Users with an email address added are invited by email. Once an email address has been entered into a profile, Sling cannot send a text message invitation for that profile.

It's important to ensure that the employee's time zone is set correctly so they can see shift details correctly. 

The system role controls the employee’s level of access. This defaults to Employee, but you can assign Manager or Admin here if needed. Check out Sling by Toast: System Roles for more details about the system roles available on Sling.

You can also add an employee ID, which is useful for reports with the Business subscription.

Next, assign locations, positions, and groups. It is important to add all applicable locations and positions so the employee can receive relevant notifications and access the correct information.

You can also assign one or more managers who should receive notifications related to time off requests, changes to availability, and shift exchange details. If this field is left blank, all managers assigned to the same location or locations as the employee receive Dashboard notifications for that employee.

The final options let you invite the employee to join your account and, for managers only, grant access to labor cost, reports, and wages.

When all details are entered correctly, select Save.

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Add Multiple Employees

If you need to add several employees quickly, use the multiple employee option.

1. Go to Dashboard > Employees.
2. Select Add employee.
3. Select Add multiple employees.
   
   

A shorter form appears with multiple rows for different people. You can add more rows as needed, fill in the employee details, and then select Save.

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Import Employees From a Spreadsheet

If you already have an employee list in a spreadsheet, you can import it into Sling.

The import function supports the following fields:

• Full name, or first name and last name
• Employee ID
• Email address
• Phone number
• Locations
• Positions
• Groups
• Hire date
• Preferred hours
• Base employee hourly wage
• Kiosk PIN
  
  

The file must contain a single sheet with only the data you want to import. Extra columns or additional sheets will cause an error.

1. Go to Dashboard > Employees.
2. Select Add employee.
3. Select Import list from CSV file.
4. Browse for the file or drag and drop it into the upload area.
5. Label the columns in your file.
6. Choose whether to send invitations now or later.
7. Select Import employees.
   
   

The employees are then uploaded to Sling.

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Share a Self-Registration Link

If you have a large staff or want employees to create their own profiles, you can share a self-registration link.

Your unique link connects employees to your account and lets you review join requests before approving them.

1. Go to Dashboard > Employees.
2. Select Add employee.
3. Select Get shareable link.
4. Copy the link from the pop-up window.
5. Share the link with employees.
   
   

When employees follow the link, they enter their name and email address, create a password, and select Request to join. They then see that their request is waiting for approval.

Admins and managers receive a join request notification and can approve or deny it from the Dashboard or from the Employees page using the options button. Once approved, the profile moves to the invited users list, and you can open the full profile to edit locations, positions, groups, and other details.

Sling then sends an email to the employee so they can complete the setup process and log in.

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