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Who: HR, Administrator, Owner. Prerequisites: at least one absence policy, if you want to assign it right away. When you add a person, you type only their first name, last name and email address. Tivero prepares the rest of the setup from your company’s settings and shows it to you before anything is saved. By default, the person is invited as soon as they are added.

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Add a person

1

Open the dialog

Go to People and click Add person.
2

Enter the person's details

Enter the First name, Last name and Email.
The Add person dialog: First name, Last name and Email fields, the employment type choice, and the We'll set up automatically section with employment type, team, manager, policy, starting balance, role and invitation, followed by Change settings
3

Answer the questions, if any

Tivero asks only about what it can’t safely decide on its own:
  • This person’s employment type — when your company works with people on different employment types, or the type isn’t known. No answer is preselected.
  • Planned unavailability allowance — for a person on B2B collaboration, when their policy leaves the allowance to be set per person. Choose No limit, or Limit and enter the Number of days. No answer is preselected.
4

Review We'll set up automatically

The section shows what Tivero will set up: Employment type, Team, Manager, Policy, Starting balance, Role (Employee by default) and Invitation. To be chosen means you need to pick that value in the settings.
5

Change settings if needed

Click Change settings to choose other values: Collaboration form, Access role (for Administrators and Owners), Team, Supervisor, Policy, Opening balance with the Leave year field, and Send the invitation now.
6

Save

Click Add and invite. If you turn off Send the invitation now, the button is called Add.
After saving, the person appears on the People list. If the invitation was sent, their status is Invited. If they were added without an invitation, their status is Imported.
The email address is the account key and can’t be edited later. Check it before you save.
The Supervisor defines the reporting line and, by default, approves the person’s requests. The Access role defines permissions in Tivero. The two are independent.

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Starting balance

If the policy uses a balance, Tivero suggests a starting balance equal to the policy’s full allowance for the current leave year. Change it if the employee already used part of their leave before starting with Tivero. Tivero doesn’t prorate the allowance — when the person starts mid-year, the dialog reminds you: This person starts mid-year — check the allowance. If Tivero can’t safely suggest an amount, the field is empty and you need to fill it in.

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B2B collaboration and No limit

“No limit” applies to the allowance. Planned unavailability is still accounted against a balance, so a starting balance is required. Tivero doesn’t suggest an amount for No limit — enter it yourself in the Opening balance field.

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If something doesn’t work

  • The invitation wasn’t sent. Tivero tells you the person was added, but the invitation could not be sent. The person and their setup are saved. Click Send again — don’t add the person a second time.
  • The setup wasn’t finished. If, for example, the policy or the balance couldn’t be set, Tivero tells you which part is missing. The person is added, but no invitation is sent. Click Open profile, complete the missing settings, then send the invitation.

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Send the invitation later

This is how you invite a person added without an invitation, or imported from a file:
1

Open the person

Click the person on the People list.
2

Invite

Click Send invitation. The status changes to Invited.
3

Wait for acceptance

The person receives an invitation email. Once they accept it and sign in, the status changes to Active and they get the access role you chose.

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Seat cost

On a paid plan you pay for active people. If adding or inviting a person increases the number of paid seats, Tivero shows This will increase the bill before saving, with how much you pay and when. During the free trial you pay nothing. Only the Owner or an Administrator can approve the cost. Details: Subscription and payments.

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Person statuses