Create an employee

Learn how to create or import employees into your organization. This is a required step to assign them to schedules or projects in Civalgo - whether or not they will be invited to use the platform.

Prerequisites

Create an organization

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