Employee Management
Onboarding, certifications, reviews, and status changes
New Hire / Onboarding
- Navigate to Employees → New Applicant
- Complete required fields (name, phone, personal email for DocuSign)
- Upload documents and set position info (branch, department, start date)
- Request assets (phone, laptop, vehicle) and propose wage
- Save & Submit — hiring manager reviews and approves
Certifications & Documents
Store certifications with expiration dates — automatic email reminders are sent to employee, manager and HR.
- Click Employees → Certification/Documents → New
- Set Valid Thru date and upload PDF/DOCX
Promotions, Resignations & Terminations
Use Employee Actions → Employee Status Change to submit pay changes, title updates, resignations and terminations with notes and effective dates.
Payroll Operations
Simplify complex payroll for field crews, subcontractors, and office staff.
QuickBooks Sync
Seamless integration with your accounting software
Performance Reviews
Schedule and track employee reviews with customizable review templates. Set review cycles, assign reviewers, and maintain a complete history of performance documentation.