Employee Management
Manage your workforce, control which tools each employee sees, and set up payroll inputs.
Employee Management
Navigate to Employees > Employees to manage your workforce.
- Add Employee: Select a company, enter the employee name and an optional employee ID, then click Add Employee. Optionally set a username and password for login.
- Feature Access: Each employee has seven access toggles that control which tools they see on their home screen:
- Timekeeper (on by default), Clock in/out with GPS tracking.
- Photos (on by default), Job site photos, photo library, and job files.
- Schedule (on by default), View their upcoming work schedule.
- Tasks (on by default), Daily task checklist tied to scheduled shifts and job templates.
- Receipts (off by default), Receipt capture with voice memos and receipt library.
- Estimates (off by default), On-site job estimation with voice recording and estimate management.
- Meeting Notes (off by default), Record meetings and site walks for automatic transcription and AI summaries. Only appears when the Meeting Notes module is enabled for the company. See Meeting Notes.
- Edit: Click the Edit button on any employee row to update their name or employee ID inline. Click Save to confirm.
- Hourly Wage: Set each employee's hourly wage for payroll calculations and labor cost tracking. This feeds into the CFO Dashboard labor statistics.
- Labor Burden %: A percentage added to base labor costs to account for payroll taxes, insurance, and other employer costs. Default is 15.3%. Feeds into the Payroll Cost Report and CFO Dashboard labor calculations.
- 1099 Subcontractor Flag: Mark employees as 1099 subcontractors for accurate payroll classification and reporting.
- Set Login / Reset Password: Employees need a username and password to use any of the tools. Use the Set Login or Reset PW buttons to manage their credentials.
- Email Address: Set an email for each employee so they can use self-service password reset. Best practice: always set employee emails during onboarding.
- Copy Credentials: After setting login credentials, use the Copy Credentials button to copy the username and login URL, ready to paste into a text or email to the employee.
- Activate / Deactivate: Deactivated employees cannot log in or appear in dropdowns. Their historical data is preserved.
- Archive: Archived employees are removed from the active list but preserved in the system. Use this for employees who have left the company permanently.
- Bulk Grant Access: Grant or revoke feature access for multiple employees at once with notifications sent automatically.
Company Users
Navigate to Admin > Users to manage login accounts for your company.
- View Users: See all admin, viewer, scheduler, project manager, office manager, accountant, and sales accounts tied to your company.
- Change Role: Promote or change a user's role between admin, viewer, scheduler, project manager, office manager, accountant, and sales.
- Update Email: Change any company user's email address.
- Change Password: Reset another user's password.
Permissions: Only Company Admins can access this page. All other roles, viewer, scheduler, project manager, office manager, accountant, and sales, cannot manage users.
