> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.heartsome.co/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Adding colleagues to Heartsome

As an HR admin you add colleagues via **People** in the left menu. Click **Add people** in the top right to choose how you want to get started.

### Three ways to add colleagues
* **Add a single colleague:** Add someone manually via a 5-step wizard. This is the most complete way to set someone up.
* **Import via spreadsheet:** Have multiple colleagues to add? Download the import template, fill it in and upload it back. You can also assign teams directly in the template.
* **Send us your files:** Already have a staff overview in a spreadsheet? [Send it over and the Heartsome team](https://www.heartsome.co/concierge) will import everyone for you. Completely free!

### Adding a single colleague: the 5 steps
* **Step 1 — Basics:** Fill in the first name, last name, work email address, job title and start date. The email address is used to create their account — they'll use it to log in to Heartsome. Click **Next** to continue.
* **Step 2 — Profile (optional):** Add personal details such as preferred name, pronouns, date of birth, gender identity, nationality and a profile photo. You can skip this step and fill it in later via the employee profile.
* **Step 3 — Contract (optional):** Set the job title, level, employment type, working hours per week, start date and optionally the probation end date. Assign the colleague to a team and set their reporting line. You can also choose a location per working day. Optionally you can already upload documents here, such as a signed contract. You can also fill in this step later via the employee profile.
* **Step 4 — Permissions:** Indicate whether this person gets admin rights. Three roles are available: HR, Hiring and Billing. Want to know what each role can do? Read the article [Roles and permissions: who can do what?](https://help.heartsome.co/en/article/roles-and-permissions-who-can-do-what-932o0e/). Most employees won't need any of these — only assign them if they genuinely apply.
* **Step 5 — Summary:** Review all entered details. Want to change something? Click **Edit** next to the relevant section. You can also create an **onboarding checklist**: a list of everything to arrange around your new colleague's start. See [Onboarding a new colleague](https://help.heartsome.co/en/article/onboarding-a-new-colleague-giomq5/). Turn on the **Send an invitation per emai**l switch if you want to invite the colleague to log in right away. You can also send the invitation later. Click **Add colleague** to finish.
After adding, you'll see the colleague in the list on the People page straight away. Does it say **Not invited yet** next to their name? Then they can't log in yet. Read how to send the invitation later, and what to do if someone doesn't accept it, in the article [Inviting, suspending and removing colleagues](https://help.heartsome.co/en/article/inviting-suspending-and-removing-colleagues-1q87rwb/).

| Tip: Want to add a large group at once without filling in a spreadsheet? Use the Send us your files option — the Heartsome team will take care of the rest.