Inviting a new employee
Enter their details
- Email address
- First and last name
- Role (Employee, Manager, or Company Admin)
- Manager (who they report to)
- Employment type (Full-time, Part-time, Casual, Contractor)
Changing a user’s role
- Find the user in the Users table
- Click the actions menu (three dots) on their row
- Select Change Role
- Pick the new role and confirm
Reassigning a manager
- Find the user in the Users table
- Click Reassign Manager
- Select the new manager from the list
Managing eligibility
Go to the Management tab on the Users page. You’ll see toggle switches for each employee:| Toggle | Effect |
|---|---|
| Active | Whether the account is active. Inactive users can’t log in. |
| Flexi | Allows this employee to accumulate and use Flexi time |
| TIL | Enables Time in Lieu tracking |
| Overtime | Tracks and calculates overtime for this person |
| RDO | Enables Rostered Day Off accrual |
Setting billing rates
Go to the Rates tab. For each employee you can set:- Rate Type — Hourly, Fixed Weekly, Fixed Fortnightly, or Fixed Monthly
- Cost Rate — what this employee costs the business per unit
- Billable Rate — what you charge a client for this employee’s time
Rates set at the project or task level take priority over user-level rates. User rates are the fallback when no project-specific rate is configured.
Viewing a user’s timesheets
Click the View Timesheets action on any user row to see their full timesheet history — including all statuses, hours, and entries.Deactivating a user
- Go to the Management tab
- Toggle the Active switch off for that user