Invite New Employee

To invite new employees, click on the Invite New Employee button and the following will display:

The invite employees page and your 3 options/methods of adding employees

If you invited any employees during the initial registration, then the functionality here will already be familiar to you.If you didn’t invite any employees, then there are 3 ways in which you can do this:

• Option 1 is to upload a spreadsheet containing all their email addresses (bulk upload).
• Option 2 is to add their email addresses individually (manually).
• Option 3 is to complete a CASSA profile on behalf of your employees (you do it for them)

Either method works, but the easiest and quickest way is to download our Excel spreadsheet, add all your team’s email addresses to the spreadsheet, and then upload it to the system.

Option 1 – Mass Upload Using the Excel Sheet Provided

The first step is to download the Excel sheet provided:

1. Click on the Click here to download button. A new tab will open and the email_invites.xsls file will download to your computer.
2. Open the Excel spreadsheet and you will see the column header ‘Email’ and a sample email address in row 2. This sample email address shows you what you need to add to the spreadsheet.

Sample Excel spreadsheet

3. Add your team member’s’ email addresses to column A of the spreadsheet, 1 email address per row. You can delete the sample email address once you understand what is required. However, do not delete the header row ‘email’.
4. Your spreadsheet should look similar to this (with your team members’ email addresses, of course):

Sample spreadsheet filled out

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Your Email Addresses Must Be Valid

the above image is for illustrative purposes only; your email addresses must be valid and exist for the import to work otherwise our mail provider will block and blacklist the email addresses. If you look closely at the image above, the email addresses in rows 6 and 8 are incorrectly entered and will fail. Ensure all your email addresses are valid.

5. Save it to your computer and then upload it to CASSA by clicking on the Drop files button and navigating and selecting the file. The file will upload, the email addresses will be imported, and the invitations sent straightaway:

File will be imported and emails dispatched

The invites received will look similar to this:

Sample invite that your employees will receive

Option 2 – Add the Email Addresses Individually

If you’d rather send the invites individually, then:

1. Enter the email address into the field, as shown:

2. Click on the + button to add additional email addresses.
3. When finished, click on the Submit button and the invites will be sent.
4. The email your employees will receive look like this:

A sample of the invitation email your employees will receive

Whichever way you invite new employees, when the registration process is complete, you will be automatically taken to the Employee Register.

Option 3 - Create a CASSA Profile on behalf of your employees

The 3rd method is to create a CASSA profile on behalf of your employees. This is useful for when you either don't want to wait for them to fill out their profiles or you just want to help them out (or somewhere in-between).

1. Click on the Create a CASSA Profile (on behalf of an employee) button and the following will display:

The add user form - fill out all details

Enter the employee's details:

• First name
• Last name
• Email address
• Password (and password confirmation)
• Whether they're Active or not
• Whether to send an email invite or not

Once complete, either click on:

• Save & Close to save the new user and return to the Employee Register
• Save & Add More to save the new user and present a new, blank form
• Cancel to close the form without saving any changes.