01What it is
Team is the register of employees who carry out tasks on jobs, confirm attendance on site and log their hours. Every employee belongs to a company location.
An employee is not the same as a sign-in account. You create accounts under Settings › Users, and you can link an employee to one account.
- A REGISTER OF PEOPLE
- Role, location, employment type, skills and contact details.
- LINKED TO AN ACCOUNT
- An employee with an account sees their jobs and logs time.
- PROTECTED HISTORY
- An employee with recorded work cannot be deleted.
02What it is for
Who does what
Team members are chosen on tasks, job items and quotes.
Working time
Attendance and hours are recorded per employee.
Labour cost
Labour cost is calculated from the hourly cost when the work week is approved.
Contact just in case
An emergency phone and skills on every employee.
03Main options
Team is the list of employees and the employee window.
Who works in the company
Tiles: number of employees and number active.
- Employee with role, location, employment type, start date
- Active people first, inactive marked as such
- Employee card, editing and deletion from the row
Employee details
Full name and location are required.
- Role, for example tiler or electrician, and an optional system account
- Phone, email, employee code, employment type, start and end dates
- Hourly labour cost (with access to finance)
- Skills, emergency phone, active on the team, note
04Tasks step by step
- STEP 1Open Settings › Team and choose Add employee.
- STEP 2Enter the full name, choose the location and enter the role.
- STEP 3If the employee will sign in to the application, choose their account in the System account field.
- STEP 1Open the employee for editing and untick Active on the team, or enter an end date.
- STEP 2An employee with entries on jobs, tasks, quotes or attendance cannot be deleted, so their history stays.
05Actions
The most common tasks around the team.
Add employee
A new person on the company team.
Link to an account
The employee sees their own jobs.
Hourly cost
The basis of labour cost.
06What it connects to
Choose a module to see where your people work.
Timesheets
Approved hours create labour cost from the employee's hourly cost.
Go to the topicTimesheets