Add employees

Open People → Employees. There are three ways to add people, all from the purple + button and the arrow next to it.

The employee list The employee list

Before you start

Create your departments and job roles first, and any office locations. You'll pick them for each employee.

Select + (or Simple from the arrow).

Personal: choose the Company, then enter the employee's name, gender, marital status, date of birth, nationality, phone number, Work Email Address and home address. Spouse and next-of-kin details are optional.
Professional (Optional): employee ID (or select Generate ID), work type, department, job role, job type, date of resumption, working days and office location. You can add these later, but department and job role are needed for most policies and reports.
Preview: check everything, then select Submit.
Choose when the employee receives their invitation to the KalHR app: now, at a scheduled date and time, or not yet.

Check the work email

The invitation goes to the Work Email Address, and the employee signs in with it.

Select the arrow next to +, then Multiple.

Choose the company these employees belong to.
Select Download Template and fill it in: one row per employee.
Save it as CSV (2 MB at most) and upload it.
When it finishes, select View Employees to check the results, or Upload More.

Rows that couldn't be imported, and why, are under the arrow → Reports.

Select the arrow next to +, then Link.

Choose the company and select Generate Link. Use Edit sections to choose which details new hires fill in.
Copy the link, or enter email addresses under Recipient Email Addresses and select Send.
Submissions appear on the Pending Onboarding tab of People → Employees for you to review. See Employee records.

If onboarding needs approval, set up the workflow under People → Settings → Onboarding Approvals.