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Add and invite people to Career Bird

Getting people into Career Bird has two steps: adding them, then inviting them.

Adding someone creates their profile. Inviting them sends the email that lets them sign in. Keeping the steps separate lets you load your whole organization, review roles first and invite people when you're ready.

Who can do this: Org admins.

Add people

Choose one of three ways.

Connect your HRIS
Go to Admin > Settings > Import data and choose Connect your HRIS. Career Bird connects to ADP, UKG, Workday and 150+ others. Connecting links the system; click Import data each time you want to bring in updates. People already in Career Bird are matched, not duplicated.
See Connect your HRIS to Career Bird.

Upload a CSV
Go to Admin > Settings > Import data and choose Upload a CSV file. Download the template, fill it in and upload it.
See Uploading employee data (CSV).

Add one person
Go to Admin > All employees and click Add employee. Enter their name, email, department, role and manager.

Note: People added through an HRIS import or a CSV upload are never invited automatically. When you add one person, the Send an invitation email box is checked by default. Uncheck it to add them without inviting them.

Invite people

  1. Go to Admin > All employees.
  2. To invite a whole group, use the Invite all managers or Invite all employees card at the top of the page.
  3. To invite specific people, use Filters to narrow the list by department, role, level or status, then select them.
  4. Click the send button (it shows how many people you selected, for example Send 3 invites), then click Send Invites to confirm.

When to invite

  • Managers and role reviewers: invite them first, once their team's roles are ready for review.
  • Employees: invite them after their role is published, to make sure the role description they see is final.

For managers

Your HR admin invites people to Career Bird. If someone on your team hasn't received an invitation, ask your admin to send one. You can see who has been invited and who is active under Team management > My employees.

What invited people receive

Each person gets an email with a link to sign in, followed by a short series of emails that guide them through their first steps. If they haven't signed in after three days, Career Bird sends one reminder.

Learn more: Email notifications: what you'll receive and how to manage them

If something goes wrong

IssueWhat to check
Someone didn't get the inviteCheck their email address on their profile and ask them to check spam. Then send the invite again.
A manager can't see their teamMy employees shows the people whose manager is set to that person. Check the manager on each profile, or in your HRIS, then import again.
An HRIS change isn't showingCareer Bird doesn't sync on a schedule. Go to Admin > Settings > Import data and click Import data.
You can't add more people on the free planThe free plan includes 10 people. Everyone you add counts, whether or not they've been invited. See Your free plan.

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