Add team members, set permissions, track performance, and manage payroll.
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Navigate to Team or Employees from the main menu. The team dashboard shows: Total team member count, Active vs. inactive employees, Recent activities and time off, Performance metrics, Org chart visualization. This is your central hub for workforce management.
Click "Add Team Member" or "Invite Employee". Enter employee details: Full name, Email address (for login), Job title and department, Employment type (full-time, part-time, contractor), Start date, Hourly rate or salary (for payroll), Direct manager/supervisor. Send an invitation email for them to create their account.
Assign appropriate access levels for each team member: Owner (full access to everything), Admin (manage users, settings, billing), Manager (manage team, view reports), Staff (access to assigned tasks and features), Custom roles with specific permissions. Limit access based on job requirements.
Organize team members into departments: Create departments (Sales, Operations, Finance, etc.), Assign department heads/managers, Set department-specific settings and workflows, Enable department-level reporting. Clear structure improves accountability and communication.
Monitor employee work hours: Employees clock in/out via desktop or mobile app, Track hours by project or task, Record breaks and time off, View daily attendance summaries, Flag late arrivals or early departures. Accurate time tracking is essential for payroll and productivity.
Handle vacation, sick leave, and PTO: Employees submit time off requests through the system, Managers approve or deny with notifications, Track accrued PTO balances, View team calendar to avoid scheduling conflicts, Integrate with payroll for paid leave. Automated tracking reduces administrative work.
Define performance metrics for each employee: Set specific, measurable goals, Track progress toward goals, Link goals to projects or sales targets, Conduct regular check-ins and reviews, Document performance feedback. Goal tracking drives accountability and growth.
Analyze team performance with reports: Hours worked by employee and project, Productivity metrics and utilization rates, Sales performance by team member, Task completion rates, Payroll cost summaries, Department comparisons. Use data to make informed management decisions.
Connect payroll for seamless compensation: Sync hours tracked to payroll system, Include overtime and time off, Track commission and bonuses, Generate pay stubs, Export payroll reports for accounting. Integration reduces errors and saves time.
Track time for projects, convert hours to invoices, and manage team productivity.
Work together effectively with shared tasks, messages, and project updates.
Organize projects, assign tasks to team members, and track progress.