There are different ways to add workers to Expedo:
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By manually adding the worker’s information
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By importing them from:
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a connected service if you have already set up an integration, or
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import multiple workers from a CSV file.
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Follow the steps below to create a new worker's account in Expedo.
Step 1. Log in to your Expedo account.
Step 2. Go to the Workers tab.
Step 3. Click on the Create button found on the top-right of the screen.
Step 4. Enter the following personal information:
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Name
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Start Date
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Email Address: This will be used as the worker’s login name
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Mobile Number: This will be required for 2FA
Step 5. Use the Manager drop-down menu to assign the worker’s line manager.
Step 6. Indicate if the worker is an independent contractor.
An independent contractor is a self-employed worker who owns their own business. When you enable this option, you’ll be able to provide information about the worker’s business:
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Company Name
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ABN
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GST Registered: Yes/No
Step 7. Under Send Invitation Email section, you can set if a worker gets a notification upon creating their account.
We recommend choosing Yes for this part, so the worker can get started on the account set up in Expedo.
Step 8. Then click the Create Worker button.
The worker receives an email notification an account is created in Expedo and will need to activate it.