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Tutorial: Employee Management

Add, configure, and manage employees in your organization.

Step 1: Add an Employee​

Via Invitation​

  1. Go to Organization → Invite
  2. Enter the employee's email
  3. Select role: Employee, Manager, or Admin
  4. Set start date
  5. Click Send Invitation

Manual Creation​

  1. Go to Employees → Add Employee
  2. Fill in:
    • First name, last name, email
    • Department and position
    • Pay period and pay type (hourly/salary)
    • Start date

Step 2: Configure Employee Profile​

Once added, configure:

SettingDescription
DepartmentAssign to department(s)
PositionJob title/position
TeamsAdd to teams
ProjectsAssign to projects
Pay RateHourly rate or salary
SkillsList of skills/competencies
TagsCustom tags for grouping

Step 3: Set Permissions​

  1. Go to Settings → Roles & Permissions
  2. Select the employee's role
  3. Enable/disable specific permissions
  4. Save

Step 4: Manage Schedules​

  1. Open the employee profile
  2. Go to Availability tab
  3. Set working hours and days off

Step 5: Track Performance​

View employee metrics:

  • Hours tracked this week/month
  • Income generated
  • Tasks completed
  • Activity levels