Use your Team Dashboard to see the various types of workers by work type, status, stage (on-boarding/off-boarding/team). Filter, search and sort all from one master grid!
To get started go to Employees on your left menu.
To Add a person click Hire Worker and follow the steps on Adding/Onboarding a Team Member
Your Dashboards
Use the dropdown dashboard menu to choose which dashboard you want to view. You can pin one if you want it to stay (i.e. you are doing continuous work in on or off boarding 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
Use the menu to sort, search or filter by any of the fields
Use the menu on the header to export to XLS or PDF
Use the menu on the person to view/edit the employee profile or begin off-boarding
Off-Boarding
Use the menu to sort, search or filter by any of the fields
Use the menu to view/edit the employee profile, Re-hire, Undo Termination or view/edit the ROE
On-Boarding
Use the menu to sort, search or filter by any of the fields
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 on-boarding