This article is created for both new and existing Qualee clients.

In Qualee you can either create an employee manually or in bulk via a CSV template if it's a larger list of people.

Either way, Qualee also allows you to manage your employee's Qualee accounts and control when a Qualee app invitation is initiated.

Save Employees - The ability to create an employee record without sending an email invitation to their Qualee account

Save and Invite Employees - The ability to create record and send an email invitation to their Qualee account

Click Advanced > Employees > Add Employee > Manually

Fill out all required information and click on Save Employee or Save and Invite Employee.

Click Advanced > Employees > Add Employee > Download template

In the downloaded CSV template, input all necessary employee information as required.

In the column header "App status", input either Save or Invite in the cell as values

Save - saves the record of an employee without an email invitation

Invite - saves the record of an employee and sends an email invitation to the Qualee app.

In the scenario wherein you've only selected "Save" on a single or group of employees, you may choose to send the app invitation manually or in bulk using this method:

In the Employee Table View:

You may send the app invitation individually through the Ellipsis button found at the right side of the employee's record.

You may send the app invitation in bulk to a group of employees. In the scenario wherein some employees have already accessed to the app while some don't, you may use the "Filter" feature in the Employee Table page and choose "Last login" as your filter then select "No" as the condition value.

This would display all employees without Last login record then you can choose to select all employees or a group of specific people accordingly.

Once the employee selection is done, click on Actions then Send app invitation to all selected employees.

Note: This may also be used to re-send app invitation to employees who have accidentally lost or deleted their qualee-generated passwords.

In the event wherein the list of selected employees have a mixed status of

A pop-up message will appear containing a list of people who have already logged in and changed their password, therefore they should not receive another app invitation.

This only means that the employees who haven't logged in yet nor changed their password have received the app invitation and not the people in the list.