How to: Add A Person in Trayd

Tags: People, Process, Subcontractors

Process

1. Select the People option in the left-side navigation bar
2. In the People screen, click the Add worker button

3. Afterwards, you'll see the "Add worker" modal open up. Add all required fields marked with a red asterisk.

💡 In the Tags field, you can select an option that is listed in the dropdown. To add a new tag: click on the text field that says "Select tags", add the new tag name, and then click enter.

4. Once you're done adding all the worker's details, make sure to click the Save button.

You have added an employee on Trayd. They will receive an email inviting them to download and sign up on the Trayd mobile worker app.

👉 Note: If you have the new employees SSN or ITIN, DOB, Home Address, & Bank Account information (check the box if they would be getting paid via manual check) you can unblock payments for them. If not, once the employee signs up they are able to input all the information themselves.

👉 Note: the worker will need to sign up on the app using the email you provided in the "Basic details" section. You can also resend email inviting them to download and sign up if the link expires by clicking "Resend Invite"