How do I add staff and send them their onboarding link?

Add your people

Click Add people and choose one of three ways:

• Sync from staff directory: brings in everyone in your Staff Directory.
• Upload a spreadsheet: download the template for the columns: First Name, Last Name, Email, Mobile Phone, Work State, Type (1099 or W-2). Fill in Type for every row with 1099 or W-2. If you leave it blank, it follows your EIN's setting: 1099 if you chose 1099 contractors only, otherwise W-2. People are matched by email, so re-uploading updates them instead of creating duplicates.
• Add one at a time: for a single person.

Have more than one EIN? Pick the EIN at the top of the page before you upload, and everyone in the file is assigned to it. Each row also has a Paid by dropdown. See PR-11.

The list shows 10 people per page. Use Search by name, or Filter by All, Pending, or Good to go.

Check each person's details

• Use the W-2 / 1099 toggle on each row. You decide each person's classification; the page links to a 5-question tool if you're unsure. See PR-02.
• Make sure every person has a mobile number and a work state.
• For W-2 employees, choose who handles the I-9: We already have it (the default), or Have Tourney Direct collect it (a one-time $15 fee).

Send the onboarding link

Click Send link on a row, or Send links to all pending to text everyone who isn't finished. Teddy texts each person a secure link.

If someone has no mobile number on file, or has opted out of texts, the page tells you it couldn't text them. Add or correct their number and click Resend link.

What they complete on their link

Type	What they complete
1099 contractor	Confirm their identity, sign a W-9, add direct deposit.
W-2 employee	Confirm their identity, sign a W-4 (federal and state), complete their I-9, add direct deposit.

Watch them finish

Each row shows their progress, such as "Link sent" or "2 of 3." When they're done, it shows Good to go.

If someone doesn't finish, Teddy texts them a reminder with a fresh link 24, 48 and 60 hours after their link was sent. Reminders go out during daytime hours and stop as soon as they finish. Clicking Resend link sends a new link and restarts the reminders.