Add an employee

Add one person at a time when someone joins. To add many at once, import them from a spreadsheet instead.

Who can add a person: Owner, HR admin.

Before you start

Set up the departments, locations, job roles and grades you want to choose from. See Job architecture. You can still add someone without them and fill them in later.
An agency placing a worker at a client needs the client and at least one of its worker groups first. See Clients and worker groups.
To give the person a Cadre login, you need their email address.

Go to People and select Add person.
Under Personal, enter their First name and Last name. Everything else in this part is optional: middle and preferred names, Staff number (it must be unique in your organisation), Date of birth, Gender, Email, Phone number, Address, City and State of residence. As you type the address, Cadre suggests matching addresses; choosing one fills in the address, city and state, which you can still change. You can always type the address yourself.
Under Identity, enter their NIN and BVN if you have them. Each is 11 digits.
Under Employment, enter the Start date, Job title and Contract type. These three are required. Then choose the optional Department, Location, Job role, Level, Grade and Manager. A level can only be chosen once a job role is chosen, and only that role’s levels are offered. The manager must be a current employee.
At an agency, choose the Engagement: Our own staff, or Placed at a client. For a placed worker, choose the Client and the Worker group.
Check Who is responsible for this person. It shows the Legal employer, who Runs payroll and where the person Works at. See People for what these mean.
Under Cadre login, leave Give this person a Cadre login ticked if they should sign in, and choose their Roles. See Give a login at hire.
Select Add person.

The person must be at least 15 on their start date.
A staff number that another person already has is refused.
If the NIN or BVN matches someone who already works for your organisation, Cadre refuses the second record and says so.

The Give this person a Cadre login box is ticked as soon as you enter an email address. The role is Employee unless you choose others.

They are emailed an invitation to set up their sign-in. With an Employee login they see their own leave, pay and goals.
You don’t give anyone a manager role. If people report to them, that makes them a manager. See Roles.
If the person already has a Cadre login from another organisation, they use the same login here.
If the invitation cannot be sent, the person is still added, and Cadre tells you. Give the login later from their profile. See Logins and invitations.

Cadre doesn’t send a contract as part of the Add person form. There are two ways to send one:

Automatically, through the new joiner workflow. The starter New joiner workflow invites the person to Cadre, then sends your organisation’s default contract. The employee signs it first, then any HR admin. Choose the default contract under Settings → Organisation → Documents. If no default contract is chosen, that step is skipped with a note, and the rest of the workflow carries on. See Onboarding and offboarding workflows.
Yourself. Send any template for signature from Signature requests. See Send a document for signature.

The person appears in People. If their start date is still to come, they appear under Joining, and on the org chart from their first day.
Every active workflow that starts When someone is hired starts for them.
Set up their pay before their first payroll run. See Setting up pay.
To record their bank account and their tax, pension and NHF numbers, see Employee records.