Use your Team Dashboard to see sort your workers by work type, status, and stage (on-boarding/off-boarding/team). Filter, search and sort all from one master grid!
A. To get started, go to Employees on the left menu.
B. To add a person, click Add Member + and follow the steps for Adding/Onboarding a Team Member.
Your Dashboards
C. Use the Team dropdown to choose which dashboard you want to view. You can pin one if you want it to stay. For instance, if you are doing continuous work on or offboarding for a period of time, you can pin it to make it stay.
Team: These are all your workers.
Off-Boarding: These are terminated workers.
On-Boarding: These are workers who you have not finished adding.
Team
D. Use the ellipses to sort, search or filter by any fields.
E. Use the ellipses in the header to export to XLS or PDF.
F. Use the ellipses on the person to view/edit the employee profile or begin offboarding.
Off-Boarding
G. Click the Team dropdown.
H. Choose Off-boarding.
I. Choose the employee you wish to amend. Click the ellipses (...) on the end of the employee line in the Off-Boarding Dashboard.
J. Select ROE.
Onboarding
Use the menu to sort, search or filter by any field.
Use the menu on the header to export to XLS or PDF or to import team members via CSV (on Business Plus and Advanced Accountant plans only).
Use the menu on the person to complete onboarding.
K. Click the Team dropdown.
L. Choose Onboarding.
M. Use the ellipses to sort, search or filter by any field.
N. Use the ellipses in the header to export to XLS or PDF or to import team members via CSV (on Business Plus and Advanced Accountant plans only).
O. Use the ellipses on the person to complete on-boarding.