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People9 min read

Team, scheduling, and approvals

Team is the manager workspace for workforce operations. Sensitive compensation and payroll readiness remain restricted even when a manager can approve time.

Sign in to open team

An authorized account is required to use this workspace.

People and jobs

A team member can be an employee or contractor and can have effective-dated job assignments. Employment status changes require a reason and preserve prior history.

Invite and configure a person

  1. 1

    Create or invite the person

    Use the correct worker type, email, start date, and access role. Only the owner can create or materially change access grants.

  2. 2

    Add an effective job

    Assign the title, classification, location, and start date that apply to the work.

  3. 3

    Complete sensitive setup

    Authorized payroll roles add compensation, pay components, leave rules, and provider onboarding status without storing full SSNs or bank details locally.

Publish assigned shifts

  1. 1

    Review availability

    Use the employee’s submitted weekly windows and unavailable dates.

  2. 2

    Create the assigned shift

    Select the member, effective job, local date, start/end time, and break expectations.

  3. 3

    Publish

    Published shifts appear in Workforce and trigger the configured notification.

Current scheduling scope

Scheduling supports assigned published shifts and availability checks. It is not a drag-and-drop open-shift marketplace.

Approve time and leave

  • Review exceptions and the original clock-event history.
  • An approved correction appends replacement history and reopens the timecard when required.
  • Confirm breaks, overtime context, and workweek boundaries before approval.
  • Apply the effective-dated leave policy and available balance to leave decisions.
  • Approved timecards can be locked to a payroll preparation and should not be altered outside correction workflow.

Compensation, pay components, and policies

Hourly/salary rates, overtime classification, bonuses, commissions, benefits, deductions, garnishments, and leave rules are effective-dated. Add a new version when terms change; do not rewrite the terms that supported a past payroll.

I-9 status

I-9 verification and document handling occur outside this application. Follow your organization’s authorized employment-eligibility process.

Still unsure?

Pause before posting, approving, refunding, or moving money. Ask the owner or the role responsible for that workflow to review the source record with you.

This guide explains software workflows only. It is not legal, tax, accounting, payroll, employment, or security advice. Requirements and provider availability can change; confirm current obligations with the relevant agency and qualified professionals.