Employee Management

The Employees module allows operations and HR managers to maintain employee profiles, assign team roles, configure wage rates, and manage crew rosters.

Employee Profiles

Navigate to Resourcing → Employees:

• Personal Details: Full name, contact phone, email, and emergency contacts.
• Role & Title: Crew Member, Crew Leader, Operations Manager, Estimator, or Shop Mechanic.
• Pay Configuration: Hourly wage rate or annual salary, overtime eligibility, and default cost rates (used for real-time job costing and P&L calculations).
• Crew Assignments: Default crew or vehicle routing group.

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Adding a New Employee

1. Click + Add Employee.
2. Fill out contact information and employment start date.
3. Assign organizational permissions and platform login credentials if the employee requires system or mobile app access.
4. Set hourly cost rate and billable burden rate.
5. Click Save.

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Crew Formation & Roster Management

• Group employees into operational crews (e.g., "Crew 1 - Maintenance", "Crew 3 - Construction", "Plow Route A").
• Designate a Crew Leader who holds permission to log job progress, complete check sheets, and clock their team into job sites.