Create an employee

Create a new employee

Step 1 – Go to the Employees page

Click on New Employee (top right) to start.

Step 2 – Fill in the employee information

• Name: Used to identify the employee when selecting them from a list.
• Code (optional): A unique internal ID for the employee.
• Occupation: Used to automatically assign costs based on the employee’s occupation.
• Email Address (optional): Needed if you want to invite this person as a platform user
• Phone Number (optional): Needed if you want to invite this person as a platform user. Also enables sending SMS messages to the employee.
• Organization: Used for cost tracking and to classify the employee as an internal or external resource.
• Team (optional): Automatically assigns the employee to a daily log based on their team.
• Operates (optional): Most commonly used equipment by this employee. Auto-added to daily logs when assigned.
• Shift (optional): The employee’s default shift.
• If the team has a shift assigned, it will apply to all team members by default in the daily log.
• However, if the employee always works a different shift (regardless of the project), you can define it here — it will be auto-assigned whenever they’re added to a daily log.
• Properties (optional): Custom fields to store extra employee details

Step 3 – Click Confirm to save

Import Multiple Employees

Step 1 – Go to the Employees page

Click the Options button (top right), then select Import

Step 2 – Upload or paste employee data

• Upload a file in .CSV format
• → You’ll be asked to match your file’s columns with the system’s fields
• Or, paste data manually from Excel using the same column structure

Step 3 – Review & import

• Fix any errors flagged during validation
• Click Import to add your employees