Across all workers currently tracked in the app.
Daily Intake
Track the day with a block-by-block workflow.
Weekly Review
Build the report that is ready to submit.
This review report is optional for app approval. Entries are saved and approved through the app itself. This box is here for review, copy/paste, and downloading a clean text version when needed.
Ledger And Exports
Filter by employee, track periods, and ship clean records out fast.
Payroll exports carry the saved payroll columns. Review reports stay readable for office approval and follow-up.
Payroll export review
This is the clean export shape that will go out with the current filters.
| Period | Employee | Locations | Paid | Status | Flags |
|---|
| Date | Employee | Locations / Blocks | Paid | Approval | Actions |
|---|
Workforce And Setup
Keep the team list, job titles, and sign-in access clean.
Team directory
View the current team, job titles, and sign-in status.
Manage job titles
Only job titles in this list can be assigned to employees.
IT setup requests
Track who still needs sign-in setup, what stage the request is in, and any internal note tied to that setup. Secure provisioning can create or reset the real app login from this queue.
Time off requests
Review incoming time-off requests here and mark them approved or denied.
Team setup exports
These exports help move the current team setup into the shared system without rebuilding the same lists by hand.
Onboarding steps
Use this checklist so each new person gets from workforce entry to a working app login without guesswork.
- Add the employee with the correct job title, access type, and login email.
- If the person needs app access, leave the IT setup request enabled so it lands in the internal queue.
- Owner or IT can create or reset the secure login immediately from the employee form or from the setup queue.
- Use the copied sign-in handoff text to send the employee their app email and temporary password.
- After the handoff is sent, mark the queue item Complete so the record stays clean.
- At first sign-in, the employee sets a personal password before using the app.
Secure provisioning already runs through a protected backend step. The queue remains here as the office record of who was set up, by whom, and when.
Reminder engine preview
This is a dry run of the current reminder policy. Nothing sends from here until reminder delivery is explicitly turned live.
Reminder preview has not been generated yet.
Recordkeeping structure
The app is the source of truth. Spreadsheet-style exports and views are generated from the records below, which keeps editing clean now and makes future apps easier to attach later.