In Calamari, you can easily create profiles for your employees. Optionally, if your account is integrated with Google Workspace (G Suite), Microsoft 365 (Entra ID), Slack, Asana, or Basecamp, you are able to import accounts with a few clicks.
New employee - manual way
Open Configuration → People.
Click Add.
Fill in employee data and decide if you want to invite new users right after the profile is created or wait until you're ready to onboard your organization. → click Next
At the next step, you can choose the employee's role if needed
click Save.
Important:
It is crucial to set up a hire date since most accrual rules are based on the hire date.
New employee - import from the external system
This option is available only if your Calamari is integrated with other systems like Google Workspace (G Suite), Microsoft 365 (Entra ID), or Slack.
Open Configuration → People.
Click Import on the toolbar and choose the particular system.
Select employees to import and click Next.
Fill in essential employees' data and then click Save.
After creating accounts for new employees, click Invite to send invitations to all uninvited employees.
Important:
It is necessary to have the exact employee's email address in both Calamari and in an external system. Otherwise, an employee may not enjoy the integration benefits.
New employee - import from the file
The third option is to import employees' data from the file. Here you can find detailed instructions: