Three ways in
- Invite individually —
Team → Invite. Good for adding one new hire. - CSV import — bulk upload with name, email, role, department, location, start date, and employment type.
- Slack sync —
Settings → Integrationsmatches Slack accounts to Cabana employees by email address.
What each person needs
| Field | Why it matters |
|---|---|
| Their sign-in, and the key Slack sync matches on. | |
| Manager | Routes their requests for approval. Without one, requests have nowhere to go. |
| Start date | Drives accrual if your policy accrues from hire date, and any waiting period. |
| Employment type | full_time, part_time, or contractor. |
| Location | Determines which holiday calendar applies. |
Employee status
Everyone sits in one of three states. Invited means they've been sent an invitation but haven't signed in yet. Active is a normal working employee. Deactivated keeps their history and past requests intact but removes them from the directory and calendar — use this when someone leaves rather than deleting them.
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