Team & timecards

Manage Team Roster profiles and compensation

Review staff identity, capabilities, pay settings and timesheets.

For owners1 min read

Open a roster profile

Team → Team Roster is a separate screen for Owner/Co-Owner management. Select an employee or owner by their actual name. Profiles collect identity, authorized permissions, compensation settings and timesheets without exposing invitation tokens.

Set up the employee

  1. Review the name and email for the correct person.
  2. Choose the appropriate role and capability permissions.
  3. Set the compensation rate and basis: per class, hour, week, bi-weekly or month.
  4. Set or review the employee’s unique four-digit clock code using the secure controls.
  5. Save, then reopen the profile to confirm changes.

Rates are not payroll execution

Saved rates support timecard/compensation context; recording a rate is not a bank transfer or proof payroll was paid. Review local overtime, payroll and tax rules separately. Employees view their own profile and timecards; correction requests require owner approval.

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