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Support - Growing / Managing your team: How do I add an employee?


Diana Trujillo

Updated 20 July 2022

Are you ready to start growing your team? If you want to hire a full-time employee, follow these steps.

If you wish to hire a contractor instead, please visit this article.

Step 1. Go to your Capbase Dashboard > Team > Employees & Contractors. Scroll down to the bottom of the page and click on the button Add full-time employee.

Step 2. Fill out the name and email address of the employee.

Step 3. Enter the job title, a 1-2 sentence description of the job, annual salary and start date of the employee.

Employees must have a cash salary of at least $1. To add a service provider with no cash compensation, please add a contractor rather than an employee. Please visit this article to learn how to add a contractor.

Step 4. Enter the number of shares awarded (if applicable) and details of their vesting schedule.

Step 5. Review the contract details and sign the generated documents. The employee will receive an email from Capbase inviting them to create an account and sign the paperwork.

Once these documents are generated, you can't edit them. If the employee has not accepted their invitation yet, you can still cancel the invitation and generate a new contract if needed.

To do this, go to your Capbase Dashboard > Team > Employees & Contractors. You'll see a yellow banner at the top of the page when you have a pending employee invitation. Here, you'll click on Cancel.

Step 6. Once all the paperwork is fully executed, the employee will be listed on the Employees & Contractors page and the signed paperwork will be located on your Document Room page.

If you have any questions, feel free to reach out to our support team through live chat or via email at

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