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      Adding, removing, and editing employees in the SmartumPlus service

      In this article, you will find instructions on the following topics:

      Adding an employee

      Editing an employee

      Changing an employee’s name

      Removing an employee

      Add employees via a CSV file (in finnish only).

       

       

      Adding an employee

      1. Navigate to the Employees view and click "Add employee". If you need to add multiple users simultaneously, refer to the guide on adding benefit users via a CSV file (in finnish only).



      2. Fill in the mandatory fields on the form: the employee’s email address or phone number and the flexible benefit percentage.

        The flexible benefit percentage determines how much of the annual flexible benefit amount the employee is entitled to.
        • For example, a percentage of 100% allows the employee to use the full amount.
        • A percentage of 50% allows the employee to use half.

      3. Additional details (optional): You can also add the following information to streamline management:

        • HR-ID
        • First Name
        • Last Name

        If provided, the employee’s first name will be used in communications. Name details will be confirmed or updated through the employee’s strong authentication during benefit activation.

      4. If you have created groups, you can assign the employee to one or more groups.

      5. Save the details by clicking the "Add Employee" button at the bottom of the page. Remember to confirm the order or changes for them to take effect.

      You can also customize the table by adding columns specific to your company’s needs, such as cost center or office location. Please avoid entering personal or sensitive data.

      Add a new column using the three-dot menu in the table. The new column will appear in the table, the CSV template, and the employee’s profile.




      Editing an employee:

      1. Open an employee’s details by clicking anywhere on their row in the Employees list, such as their name.

      2. Edit the employee’s information as needed.

      3. Save the changes and ensure to confirm them for the updates to take effect.

      If you need to update data for dozens of employees at once, use a CSV file for bulk updates (in finnish only).

      Changing an employee’s name:

      Employee names cannot be edited manually. If an employee’s name has changed, it will automatically update when the employee logs into SmartumPay using strong authentication. Strong authentication verifies the employee’s identity and retrieves the updated information.

       

      Removing an employee:


      Remove an employee from the employees list:

      1. Go to the Employees view and locate the employee you want to remove.
      2. Use the three-dot menu in the table to select "Remove Employee".
      3. Confirm the changes in the "Confirm Changes" view to finalize the removal.

       

      Remove an employee from the employee’s profile:

      1. Open the employee’s profile by clicking their row in the Employees list.

      2. At the bottom of the page, click "Remove".

      3. Confirm the changes in the "Confirm Changes" view to finalize the removal.


        Accidentally removed the wrong employee?

        If you mistakenly remove an employee, you can restore their information before confirming the changes by selecting "Undo Employee Removal" from the three-dot menu.

        If you’ve already confirmed the changes, re-add the employee by following the steps outlined above.