The Employees tab is the default section when users navigate to the Teams module.
To access, go to Team from the left menu, and the Employees tab will be selected by default
This section allows users to:
Add and view all employees
Organize them into categories
Assign them to crews
Manage roles, pay rates, and employment status
At the top of the page, users will see:
Company Pay Period Button
Used to configure company-wide pay period settings
Impacts timesheets, payroll, and overtime calculations
Add Employee Button
Opens a pop-up to add a new employee
Employee Categories
Employees are grouped into different expandable categories:
Field Employees (Assigned to Crews)
Field Employees (Not Assigned to a Crew)
Office & Admin Employees
Terminated (All terminated employees)
Each category can be expanded to view its employees.
1. Field Employees (Assigned to Crews)
These are employees actively working on-site and assigned to a crew. The list will show the following columns:
Name → Employee name
Crew (Group Name) → Assigned crew
Invited → Whether the employee has been invited to the system
Role → Role assigned (e.g., Foreman, Labor)
Pay Rate → Hourly wage
Overtime → Overtime configuration
Added / Last Added → When the employee was added
Actions (3-dot menu)
Edit
Update employee details (explained separately)
Change Crew
Opens a pop-up with a dropdown of all crews
Allows reassigning the employee to another crew
Terminate
Removes the employee from the active workforce
The employee will no longer be available for assignments
2. Field Employees (Not Assigned to a Crew)
These are field workers who are not yet assigned to any crew. The list will show the following columns:
Name
Invited
Role
Pay Rate
Overtime
Actions
Key Difference
No Crew column, since they are not assigned to any crew
These employees can later be assigned using Change Crew
3. Office & Admin Employees
These are employees who:
Work off-site
Are not directly involved in field jobs
The list will show the following columns:
Name
Invited
Role
Actions
Edit
Change Crew (optional, if needed)
👉 Although typically not assigned to crews, they can still be added if required.
4. Terminated
These are employees who are removed from the active workforce and are no longer available for assignments. The list will show the following columns:
Name
Reason (reason for termination)
Role
Action (Re-hire the employee)
Understanding the “Invited” Column
Indicates whether the employee has been invited to access the platform and will his/her own account to log in and run the time tracker.
Roles in Employees Tab
Roles define:
Permissions
System access
*Note: Roles are configured separately in the Roles tab
Pay Rate & Overtime
Defined while adding the employee
Used in:
Timesheets
Job Costing (Labor Cost Calculation)
Add Employee (Quick Note)
Clicking Add Employee opens a pop-up
Used to:
Add new team members
Define roles, pay, and assignments