# 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.

<figure><img src="https://cdn.prod.website-files.com/5e18a758ba9f9e4f88f12058/68498bf010416235195292f6_Screenshot%202025-06-11%20at%2010.00.00%E2%80%AFAM.png" alt=""><figcaption></figcaption></figure>

### Prerequisites

[Create an organization](https://civalgo.gitbook.io/civalgo-docs/~/revisions/98zVhYBZyyDaVmVhbs86/documentation/resources/create-an-organization)

### Create a new employee

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#### 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

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#### 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