Documentation library

Guided 4-step onboarding for admins: turn on modules (time tracking, mileage, etc.), set how PTO is measured, optional GPS default for clock-ins (live-shift map is later, under Clock rules), then finish setup.

Home after login: clock, balances, Approval Center for managers, and Me shortcuts (pending, schedule, holidays, stubs, messages).

Shared-device PIN clock: activate a browser at /clockin or install the TimeOff Kiosk app. Employees punch without a full login. Separate from the signed-in TimeOff Manager app.

Your own items waiting on someone else (or still open): leave, missed punches, mileage, and day notes at /my-pending.

One-way announcements from managers at /messages — open a note and acknowledge. Not a chat, and not the public support widget.

File a product ticket at /report-a-bug (web), More in TimeOff Manager, or the PIN kiosk. Handled within 24 hours, usually within an hour. Not a company helpdesk.

Your published pay stubs and year-to-date totals at /pay-stubs when compensation & payroll is enabled. PDF download after a run is marked paid.

Your leave hub: list pending and past requests, create a new request, open an item to edit, or cancel when policy allows.

Dashboard Approval Center (#approval-center) lists leave, missed punches, mileage, and day notes. /admin/requests remains the leave-only queue.

Year roll-up at /admin/summary: per-employee PTO taken vs remaining, utilization, and links to detail or calendar; managers see direct reports, admins see the company (company admins see the company).

Manage company leave types at /admin/leave-types when custom types are enabled: list, add, edit, reorder; vacation and sick are mandatory; codes are lowercase_snake_case.

Personal time tracking hub: clock status, hours, punches with photos/GPS when required, plus Forgot to punch and payroll day notes.

The /timesheet command center: Daily / Weekly / Monthly. Day notes and forgot-punch are separate queues — weekly grid is hours, not punch reconstruction.

Company overtime hub at /admin/overtime: company-wide thresholds, rule list, weekly matrix link, and Create Rule at /admin/overtime/create for per-employee overrides.

Submit a missed or wrong punch at /timesheet/forgot-punch (60-day window). Managers approve or edit times; approved requests become a time entry.

When the punch is already correct: employees propose a note or ± hours at /timesheet/payroll-adjustment. Admins review at /admin/payroll-adjustments. Different from Forgot to punch.

Manager/HR/admin map at /admin/live-map: who is inbound vs clocked in, GPS history, and Clock-rules consent. Employees do not get this map.

How integrated leave and time tracking make overtime easier: punches, weekly grids, live map, apps, payroll handoff—plus links to the full library and compliance references.

Your mileage home at /mileage: Start a live GPS trip, summary cards, trip history, and shortcuts to log a trip by hand.

Manual Log New Trip at /mileage/create (date, route or odometer, vehicle). Live GPS Start trip is on /mileage, not this form.

Approver hub at /admin/mileage: pending totals, filters, trip list, export CSV, open a trip to approve or reject (managers, HR, admins; accountants may be read-only).

Company employee list at /admin/employees: search, CSV import, and Add Employee (3-step wizard at /admin/employees/wizard/step1).

Admin-only 3-step hire flow at /admin/employees/wizard/step1 (info, statutory PTO recommendations, final setup). Employees do not have a wizard to set up their own accounts.

Admin edit screen for one person: Profile, Leave & Time Off, Mileage (if on), and Reports & Settings tabs with Save Changes.

Reusable schedule patterns at /admin/templates: list, stats, filters, import/export; create new templates at /admin/templates/create before bulk or per-employee assignment.

Your week or month at /schedule, with leave overlay. Managers can switch to Team. Admin assignment still lives at /admin/schedule.

Admin hub at /admin/schedule: coverage stats, employee list with schedule status, per-person edit, and link to bulk assignment at /admin/schedule/bulk-edit.

Per-person screen: weekly Work Schedule, plus a separate one-day hours card with Save this date only (approved exception — not a checkbox on the weekly form).

Company rules at /admin/validation: preset strictness, time limits, breaks, test scenarios, export/import JSON—HR can view; company admin edit.

Hub at /admin/compensation when compensation & payroll is enabled: filter roster by employee, type, and status; card grid of salary/hourly/contract records; add, view, edit, history; optional Hire Employee to job-offer flow.

Per-record detail /admin/compensation/{id} (rates, status, notes, Edit/View History/Employee); edit form /admin/compensation/{id}/edit; timeline /admin/compensation/employee/{userId}/history for effective-dated rows.

Five-step flow at /offers/create: candidate, compensation package, benefits, bonuses, review—save draft or send offer email when compensation & payroll is enabled (breadcrumb from Compensation).

Hub at /admin/payroll: Run Payroll, filter, approve, export, mark paid. After mark-paid, employees see stubs at /pay-stubs.

Run Payroll wizard at /admin/payroll/create: pay date, per-employee hours and payroll lines, gross/tax/deduction/net, compliance banners, Approve & Pay—or no pay period / no employees states.

Hub at /admin/work-locations: office and job-site directory, stats (total/active/GPS/assigned headcount), add location, list with address/coords/geofence, edit, delete when unused.

Catalog at /admin/holidays: sync public holidays, add or hide company holidays. Staff self-service is /holidays. Line managers do not get this admin catalog.

Settings → Work Activities at /admin/work-activities: enable tracking, add billable codes, then staff switch activity on a punch (kiosk/web/app). Activity Reports appear in Settings when tracking is on. Not the live map.

Control center at /company/settings: Clock tab includes live location, inbound 30 minutes, require photo. Accounting sync is /integrations/accounting, not this hub.

Single-page analytics at /admin/analytics: year and date range filters, executive PTO/timesheet KPIs, leave usage, approvals, hours, overtime, patterns, locations, schedule adherence—managers see direct reports; HR/admins see company scope.

Hub at /admin/reports: Payroll Hours Report with date presets, refresh, daily breakdown, Excel/CSV download, email to accountant; Quick Exports for roster, PTO, payroll data, year-end; Invite Accountant link for company admins.

At /admin/accountant-access: invite accountants by email (14-day token), list pending/accepted/expired invitations, cancel pending invites or remove access for accepted users—read-only reports/timesheets scope per product rules.

Connect books at /integrations/accounting. QuickBooks Online receives TimeActivity from completed punches (email match). FreshBooks receives time plus approved mileage expenses. Sandbox cannot OAuth. Not native invoicing.

Create and revoke REST keys at /api/keys (X-API-Key). Endpoint bible and webhook payloads stay at /api-docs — this page is keys only.

Public and company holidays that apply to you at /holidays, using your country (and subdivision) plus paid-day rules. Admins still manage the catalog at /admin/holidays.

Team leave Coverage timeline at /calendar (who=team). /calendar/coverage 301s to that view. Approve from the dashboard Approval Center, not a leftover Manage Requests label.

Single-person month grid (Sun–Sat), holidays and approved leave per day, plus month summary and leave list — for employees and for managers viewing a selected user.