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Employees - Adding employees

  • Updated

You can add employees to your Caribou account manually or in bulk, depending on how many employees you’re onboarding at once.

This article covers manual creation and CSV bulk uploads.

Manually adding an employee

If you’re adding a single employee, manual creation is the fastest option.

  1. Go to Employees in the left-hand navigation

    newemp1.png

  2. Click Create employee account

    newemp2.png

  3. A panel will open prompting you to enter the employee’s details

    newemp3.png

  4. Fill out the required information and click Confirm

The employee will immediately appear in your Employees list and receive access to your Rewards program.

Bulk uploading employees (CSV)

If you’re adding multiple employees at once, you can upload them using a CSV file.

  1. Navigate to the Employees page

  2. Click Bulk Upload

  3. Select a CSV file from your computer

  4. Click Upload to begin processing

CSV requirements

Your CSV file must include the following fields for each employee:

  • First name

  • Last name

  • Phone number

  • Email address

Note: Bulk uploads can take up to 48 hours to fully process.

Exporting employees for bulk edits

If you need to make changes to multiple employees, exporting your employee list is the easiest way to start.

  1. Go to the Employees page

  2. Click Export to CSV

  3. Select Generate .CSV

  4. Once ready, click Download .CSV

You can update the file as needed and re-upload it using Bulk Upload.

Employee Sync

Employee sync allows your employee list in Caribou to automatically stay in sync with your scheduling or workforce management system.

When enabled, employees are created and deactivated automatically—no manual updates required.

Supported scheduling systems

Employee sync is currently supported for:

  • HHAeXchange

  • AxisCare

  • AlayaCare

How employee sync works

When employee sync is enabled:

  • New employees added in your scheduling system are automatically created in Caribou

  • Employees deactivated in your scheduling system are automatically deactivated in Caribou

  • You no longer need to manually add or remove employees in Caribou

Important notes about employee sync

  • Employee sync applies only to employee creation and deactivation

  • Updates to employee details (such as contact information) should be made in your scheduling system

  • Sync timing may vary depending on your integration setup

If you’re unsure whether employee sync is enabled for your account, or want to request it, contact your Customer Success Manager.