Step-by-Step Guide: How to Add a New Team Member in VanillaHR

Collaboration is key to a successful recruitment process, and that starts with your team.
The Team Members feature in VanillaHR allows you to add colleagues, assign roles, and manage permissions so everyone can contribute effectively. Whether you’re working with recruiters, hiring managers, or HR assistants, this section will show you how to bring your team together and collaborate seamlessly within the platform.

1. Start the Process:

   • Open the VanillaHR system.
   • Go to the menu on the left-hand side and click on 'Team'.

2. Access the Team Management Page:

   • Clicking on 'Team' will take you to the page where you can manage all your team members.

3. Add a New Member:

   • Locate the 'Add' button in the top-right corner and click on it.

4. Invite a New Team Member:

   • A pop-up will appear, prompting you to invite a new team member.
   • In the field labeled 'Invite a Team Member', type the email address of the person you wish to add.

5. Verify the Email:

   • Double-check the email address to ensure it is entered correctly.

6. Send the Invitation:

   • Once the email is confirmed, click the 'Save' button. The system will automatically send an invitation to the entered email address.

7. Confirmation for the New Member:

   • The invited member will receive an email with instructions to join your team and gain access to the VanillaHR platform.

8. Completion:

   • That’s it! Adding team members is a fast and straightforward process, ensuring your entire team can collaborate effectively within VanillaHR.