/employees.
When to use it
- Onboard a staff member by linking their user to an employee profile.
- Record skills and certifications so dispatch can match techs to work.
- Set pay and role/cost rates that feed timers, work orders, and job costing.
- Define a weekly availability template for dispatch load-balancing.
- Log and approve time-off requests.
What it tracks
- Profiles — job title, department, employment type, hire/termination dates, status (active, on leave, suspended, terminated), contact and emergency details.
- Skills & certifications — trade, IT category, or certification, with a proficiency level, a certified flag, and expiry date.
- Pay rates — hourly, salary, per-diem, or flat, with base and overtime rates and effective dates (history retained).
- Role rates — a bill rate (from the billing role) plus an employee-specific cost rate, with a computed margin.
- Availability — a 7-day template with per-day hours and a max job-slots count.
- Time off — start/end/reason with an approve action.
How it feeds the rest of the platform
- Dispatch reads skills for AI tech-matching and availability for per-day load balancing.
- Time tracking and work orders use role and cost rates to compute billable and cost amounts.
- Projects job-costing uses member cost rates.
Good to know
- No payroll or PTO accrual — time off is a request list with an approve flag; there’s no hours math, accrual, or balance tracking.
- Departments, trades, and role lists are fixed (not tenant-configurable) today.