Adding Clients

Watch our video walk-through to get started adding clients. Simply access the Employees page to get started. 

N.B. Note that the term 'client' and 'employee' is used interchangeably within the site. If you have any questions or concerns please contact us via [e-mail]. 

Once you have signed into Workplace (refer to our 'Logging in to Workplace Professional' article for more information on signing in), follow the below steps to add your clients.

1. Select Employees from the dropdown box in the header on the top-right
2. Click ‘Add Employees’ or 'Bulk Upload'
3. Add your employee details to finalise upload

Once clients have been added, they will receive an invitation to access Workplace. 

To Bulk upload clients, you are required to upload a CSV file with employee details. See the instructions below:

1. Click the "Download Template" button to download the bulk upload file template.
2. Open the file template in Excel and insert each client's relevant information. The following fields are mandatory to create a client record in the Workplace platform, so they must be filled in.
   1. Title (Needs to be one of the following: Mr. , Mrs. , Miss , Dr. , Ms. , Prof. , Mr. & Mrs.)
   2. First Name
   3. Last Name
   4. Email
   5. Business Phone
   6. Mobile Phone
   7. Job Title
   8. Address 1: ZIP/Postal Code
   9. Address 1: State (Needs to be one of the following: NSW, VIC,   ACT, QLD, TAS, SA, NT, WA or Other)
   10. Role (Must be 'Not specified' for all clients)
3. Once you have completed the file template, save it in CSV format. Do not delete any columns from the template file, even if you have not used them. The CSV must contain ALL the column headers as per the downloaded template.
4. Upload your saved CSV file using the "Choose file" button at the bottom of the page. Once the file is selected, please click the "Submit" button to upload it to the Workplace platform. Note: CSV file size must not exceed 5MB.
5. You will receive an email confirmation once your file is uploaded.

NB. All dates added to the file template must be formatted as dd/mm/yyyy

*If you are adding a dummy client, you must use a different email to your Admin user. Please refer to our 'Adding a dummy employee' article for more information.

N.B. Only Administrator(s) accounts can add, update, designate and delete employee data. Administrator accounts need to be added and edited by the Workplace Support Team, submit a request via Support on Workplace or simply email [e-mail].

For more information please contact your My Business representative, call us on 1800 505 529 (Monday to Friday 8:30am - 5:00pm AEST) or email [e-mail]. 

You can also submit a support request from within the Workplace platform.