Adding your first employees

Start with a test employee

Add yourself or a colleague first to see the flow end-to-end before doing the bulk:

1. People > Employees > Add employee.
2. Fill in the form (see Adding a new employee for field details).
3. Save — the system creates the person AND their first employment contract together.

Link to a position (recommended)

After saving, open the employee's detail page > Employment tab > Position dropdown. Pick the position you created in the previous chapter. The position flips from "open" to "filled" automatically.

If you skip this step, the employee still works — they just don't have a budgeted seat reference.

Bulk import

For more than about five employees, adding one-by-one is slow. We don't have a self-service bulk-upload UI yet — for now, contact support and we'll run a one-off CSV import for you. The CSV format:

first_name,last_name,email,employee_number,start_date,job_title,department,manager_email,employment_type,contract_hours,gross_salary

Support runs it in a single batch so any errors roll back cleanly — no partial state.

Verifying

• People > Employees should show your new employees with green Active markers
• Organisation > Org Chart should show them under their managers (if you set the reports-to field)
• Organisation > Positions should show the linked positions as "filled"

Next: Configuring leave policies.