Adding an employee

A four-step wizard at People → Employees → Add employee.

This wizard completes work data for an account that already exists

The account itself is created by inviting the person in Kreativlo Portal → Company → Members.

If the name you are looking for is not found at step 1, the invitation has not been sent or not yet accepted.

Step 1 — Choose the person

Search among members not yet registered as employees.

Step 2 — Employment

Field	Required	What it holds
Employment status	✅	Permanent, contract, probation, daily. Determines the first contract created automatically
Start date	✅	First working day — the basis for length of service, leave proration, and festive allowance
Contract end	—	For contract staff; leave blank for permanent
Probation end	—	Used to prompt the probation review
Employee number	—	Leave blank if the company has its own code to fill in later
Job title	—	As written in the contract
Contract notes	—	Anything specific worth remembering

Step 3 — Placement

Field	What it holds	If left blank
Unit / department	The unit they work in	Absent from the unit chart
Direct manager	Who approves their requests	Requests flow to the unit manager
Office	The office for clocking in	Cannot clock in at all
Work schedule / shift	Their working hours	Cannot clock in at all
Attendance rules	Lateness, radius, face requirement	Follows the company default
Leave template	Their leave entitlement package	Follows the company default

Office and Work schedule are the two most important fields here

Without both, that employee's clock-in button is dead and they see a message saying HR has not yet assigned their office and work schedule.

Both can be completed later through Attendance Management → Roster & corrections — but until that happens, the person cannot record attendance at all.

Step 4 — Onboarding & review

Field	What it holds
Onboarding checklist	The checklist template to run. Skip this when recording existing staff
Onboarding start date	Blank means it follows the start date

The final screen summarises everything before saving.

Check these three lines on the summary screen

Unit, Manager, and Shift. If any of them reads "Not set", complete it now — or note it down to complete the same day.

Those three are the ones most often missed, and all three affect attendance and requests directly.

Deactivating an employee

On the Overview tab of their profile, change the employment status:

Status	Meaning
Active employee	Normal
Temporarily inactive	Suspended or on extended leave — still counted as a member
Resigned	Departed. Requires an end date and a reason

Employment type is changed separately — use that when a contract converts to permanent.