There are two ways to add users to your Workera account — whether you’re inviting a few team members or setting up an entire department.
Option 1: Bulk upload via CSV
Easily onboard large groups of users with our CSV upload tool.
- Navigate to Settings > User Management (see screenshot below)
2. Click the dropdown arrow, then select Upload from CSV
3. Upload your user CSV:
- You can export a file from your HRIS or use your own format
Required fields:
- Name* (combine First and Last Name into one field)
- Email*
Optional fields:
- Employee ID (you can use the email address if you don’t have a separate ID)
- Department (required for bulk program enrollment)
- Job Title
- Location
- Manager
- Custom Fields (up to 10 custom fields are supported)
After uploading, Workera will automatically map your columns to standard headers. You can update any fields that weren’t matched correctly. Columns left unmapped will be excluded from the import.
Once uploaded, each user will appear in your user management table.
Option 2: Add Users Individually
Need to invite just one team member? You can manually add users individually.
- Go to Settings > User Management
Click the Add User Button
In the popup menu, fill in the required fields:
- First and Last Name
- Employee ID (optional — you can use the email address if you prefer)
Choose the License Type from the dropdown (This depends on what license types are available to your organization.)
- Select the user’s Access Level (Employee, Manager, or Admin) to control what they can view and manage in Workera.
Once saved, the user will appear in your user table and can be enrolled in programs.
💡 Tip: New users won’t be enrolled in a program by default. To get them started, head to the program page and use the enrollment options.