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Personnel

Employees and HR documents.

Read tools

Tool Summary
list_employees List employees registered in SaldeoSMART Personnel for a company.
list_personnel_documents List personnel documents (HR files: contracts, declarations, etc.).

Write tools

Mutates customer data

Calls under this heading change the SaldeoSMART account. Confirm intent before invoking from an autonomous agent.

Tool Summary
add_employees Create or update employees in SaldeoSMART Personnel (P03).
add_personnel_documents Upload personnel (HR) documents with binary attachments (P04).

API reference

add_employees

add_employees(company_program_id: str, employees: list[EmployeeAddInput]) -> MergeResult | ErrorResponse

Create or update employees in SaldeoSMART Personnel (P03).

Each entry either updates an existing employee (set employee_id) or creates a new one (set acronym + first_name + last_name). Saldeo enforces the choice rule via per-item NOT_VALID responses; fields not in the active branch are simply ignored.

Requires the SaldeoSMART Personnel module on the account.

add_personnel_documents

add_personnel_documents(company_program_id: str, documents: list[PersonnelDocumentAddInput]) -> MergeResult | ErrorResponse

Upload personnel (HR) documents with binary attachments (P04).

Each entry pairs a <PERSONNEL_DOCUMENT> row (year/month, type, optional metadata) with one file from the local filesystem. Saldeo accepts up to 50 entries per request.

list_employees

list_employees(company_program_id: str) -> EmployeeList | ErrorResponse

List employees registered in SaldeoSMART Personnel for a company.

Requires the SaldeoSMART Personnel module to be active on the account. Returns headline fields (id, name, PESEL, NIP, email, address, hire date, inactive flag); contracts and full payroll detail are not surfaced here.

list_personnel_documents

list_personnel_documents(company_program_id: str, employee_id: int | None = None, year: Year | None = None, month: Month | None = None, only_remaining: bool = False) -> PersonnelDocumentList | ErrorResponse

List personnel documents (HR files: contracts, declarations, etc.).

Parameters:

Name Type Description Default
company_program_id str

External program ID of the company.

required
employee_id int | None

Optional. Restrict to one employee.

None
year Year | None

Optional 4-digit year for a (year, month) folder filter.

None
month Month | None

Optional calendar month (1-12) for a (year, month) folder filter.

None
only_remaining bool

If True, list documents not yet sent to the accounting program. Mutually exclusive with employee_id.

False

Saldeo's spec requires exactly one of {ALL_PERSONNEL_DOCUMENTS, ALL_REMAINING_DOCUMENTS, EMPLOYEE_ID}; this wrapper picks the right one based on which arguments you set.