Organization Admin

01

Create the employee once

Create or complete the employee record before inviting the user. The employee and login membership serve different purposes but must link to the same person.

1. Open Human Resources → Employment Pipeline or Onboarding.
2. Add the approved legal and employment details.
3. Assign department, location, manager, employment type, and start date.
4. Add payroll and statutory facts through the protected HR workflow.
5. Invite the person using the same work email.

02

Manage onboarding and probation

Onboarding identifies new employees and people still in probation. Confirm or extend probation only with documented management evidence.

03

Build and publish the roster

Create recurring schedule patterns where practical, then assign exceptions without overwriting the base expectation.

1. Open Human Resources → Scheduling.
2. Select the week and confirm location or team scope.
3. Assign shifts with start, end, breaks, and owner.
4. Check coverage, overlaps, leave conflicts, and open shifts.
5. Publish or communicate the final roster according to policy.

04

Review attendance and timesheets

Use Time Clock for live punches and Timesheets or HR Review for exceptions. Correct with a reason, not by silently replacing the original event.

05

Clear leave, claims, and absence exceptions

Review eligibility, balance, evidence, policy, manager decision, and payroll impact before approval.

06

Offboard without deleting history

Record the end date and reason, settle access and outstanding items, preserve required documents, and archive the employee after final payroll and handover.