Documentation library

First screen of /setup-wizard asks where the team spends the day. Later it asks the company name, whether time off is days or hours, and the workplace name. It does not save a street address or a map pin. There is no /setup/wizard page.

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. If a schedule is required to clock in, the kiosk enforces it for everyone.

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.

Employees complete withholding forms and I-9 Section 1 at /documents. Section 2 is employer-only.

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. “Not scheduled today” is a Clock rule admins can turn off.

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.

People × form grid at /admin/documents. Columns are the company union of required types; a cell is N/A when that employee’s jurisdictions do not require it. Managers see status only; HR and owners open the sensitive drawer.

Section 2 is due three business days after the employee’s start date. Record document title, issuing authority, number, and expiration. Remote document examination is not in this version.

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 bulk assignment. Clock-in can require a schedule (Company settings → Clock rules) or allow punches without a roster.

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 require-a-schedule-to-punch, 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.

Manager-only shift log at /admin/manager-log: handovers, incidents, and notes with photos, task-checklist links, follow-up tasks, @mentions, and search. Only managers and admins can see it.