Team and employees
Keep a record of the people who work for you — job, pay, dates and contact details — for attendance, leave and payroll.
Workspace → Team is your staff register. It's separate from Users & roles: an employee doesn't need to sign in, and not everyone who signs in has to be an employee.
The Team pages have four tabs: Employees, Leave, Attendance and Payroll.
Add an employee
Open Workspace → Team and select Add employee.
Fill in their details:
- Full name (required), Job title, Department
- Email and Phone
- Employment type — Full-time, Part-time, Contract or Intern
- Status — Active, On leave or Terminated
- Start date, and End date if they've left
- Salary and its Currency — the amount paid each month
- Address and Notes (optional)
Signs in as (optional) — if this person has a login to your business, choose it. They can then use My time to clock in and request leave.
Select Add employee.
If you leave Signs in as at No login, a team member whose sign-in email matches the employee's Email is linked automatically.
The Employees tab
At the top: Employees, Active, On leave and Departments. Below, each employee's department, type, status and salary. Search by name, job title, department or email.
Use the ⋯ menu on an employee to edit or delete them.
Good to know
- Terminated employees are left out of new payroll runs. Set Status to Terminated when someone leaves, rather than deleting them.
- Deleting an employee permanently removes their record. It can't be undone.
- Approving leave changes an active employee's status to On leave.
- Staff paid in different currencies get a separate payroll run per currency.
- Who can see Team? It's part of the Payroll & team permission, so only roles allowed payroll can open it.