Add and manage employees

Employees lists everyone who works for you. Each person has one record that holds their details, what they hold (licenses, certifications), their paperwork, reviews, pay and time off.

Steps: add a person

1. Open Team & Time, Employees and press Add employee.
2. Type their Name and Email. The invite goes to that email, and it is how they sign in.
3. Pick their Job title. Pick "Add new…" if the title you want is missing.
4. Pick their Role. It sets what they can see. See Roles and permissions.
5. Press Add and invite. They get an email with a link to set a password.
6. Press Open their record to fill in the rest.

What is on a record

• Profile: the details anybody on the team can read, the job, personal details (only the person and HR read these), the emergency contact and their direct reports.
• Performance: their numbers (jobs, on time, tasks, issues, hours). Seen by the person, whoever they report to up the chain, HR and admins.
• Issues: every incident, case and violation against them, named or through a team, with its kind, date, status and cost, and a count of each kind at the top. A row opens the issue for whoever may open it. Seen by the same people as Performance.
• Time off: what is left, their requests and their scheduling.
• Documents: paperwork, licences and certifications, reviews and the HR forms filed about them.
• Forms (on your own record): file an injury report, a complaint, a harassment report or a suggestion, and see What you sent.
• Pay: pay rates and changes, for those allowed to see pay.
• Access: their role, their login and their kiosk PIN.

Good to know

• Settings → HR → Documents to send keeps your handbook and other documents. From a person's Paperwork, Send a template… sends one for them to read and sign. They are told in the app, by email and by text.
• A certification running out shows as a warning at the top of the list. Every credential is also on the Compliance hub. See Credentials and licenses.
• Include past employees shows people who have left.
• Only an admin adds employees. HR can edit records; a person can edit their own details.
• A person's mobile number is where team texts go, so only HR changes it.
• To invite someone who is not an employee, such as an outside bookkeeper, see Invite your team.

If something goes wrong

• They never got the invite. Check the email address on their record. Your company also needs an email service connected for invites to send. See Connect your email.
• "That person is not on the list." They may have left. Tick Include past employees.