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Employees must be added to Pleo before they can submit expenses, receive cards, or participate in approval workflows. This how-to article explains how to add employees directly in the Pleo application.

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Before you begin

  • You must have Administrator access
  • Your company must be active in Pleo

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Add employees manually

  1. Open the Pleo application
  2. Navigate to People
  3. Click Add People
  4. Enter the employee’s email address
  5. Click Continue

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Select card and reimbursement access

Choose the appropriate access level:
  • Card only
    For employees who use Pleo cards for all business spending
  • Card and reimbursements
    For employees who use cards and submit out-of-pocket expenses
  • Reimbursements only
    For employees who submit expenses without using a card

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Next steps

After adding an employee, you can: