Employee
An internal staff record — distinct from a Person or a Contact, though it can link to one for login/portal purposes. Admin-only to view or edit; non-admins see a plain, non-clickable list.
The tab order below is the default. An administrative user can reorganize or reorder these tabs per site.
01 Employee The base record — identity, org placement, and system login status.▸
Employee
| Employee Name* | The employee's display name. | Required |
| Nickname | An informal name shown alongside the full name. | Editable |
| Linked Contact | The Contact record this employee is tied to, if any. | Editable |
| The employee's email address. Validated as a real email format if entered — not required. | Editable | |
| System Login | Shows whether this employee has an app login yet; if not, a "Create Login" action sends an invite email. | Read-only / Action |
| Job Title | The employee's job title. | Editable |
| Mobile Phone | The employee's cell phone number. | Editable |
| Hire Date | The date the employee started. | Editable |
| Employment End Date | The date the employee left, if applicable. | Editable |
| Active | Whether the employee is currently active. | Editable |
Org Structure
| Position in Company | Where this employee sits in the org chart, picked from the org tree. | Editable |
| Reports To | This employee's manager. | Editable |
| Pay Period | The payroll cycle this employee is paid on. | Editable |
| Mobile Carrier | The employee's cell carrier, used for SMS delivery formatting. | Editable |
| Exit Reason | Why the employee left, once no longer active. | Editable |
Additional Information
| Comment | Free-text internal notes about the employee. | Editable |
| Email Signature | The signature appended to emails this employee sends from the app. | Editable |
| Last 4 SSN | The last four digits of the employee's Social Security Number, for identity reference. | Editable |
Audit Details
Collapsed by default — system-tracked record history.
| Created By / Created Date | Who created this record and when. | Read-only |
| Modified By / Modified Date | Who last changed this record and when. | Read-only |
Create Login (sub-dialog)
Opened from the System Login field when no login exists yet.
| Username* / Email* | The credentials for the new login. | Required |
| Roles | Which Roles to grant the new login. | Editable |
A "set your password" link is emailed automatically once created — a Contact is auto-created first if the employee doesn't already have one linked.
02 Custom Fields Site-configured extra fields letting each tenant capture information specific to their own business. Requires saving the employee first.▸
Custom Text Fields
Free-text fields defined per-site, each with its own configured label and its own Save button.
Custom Dates
Date fields defined per-site.
Custom Checkboxes
Yes/no fields defined per-site, shown two per row.
Custom Choice Fields
Dropdown/choice fields defined per-site, drawn from a configured option list. If a site hasn't configured any fields of a given type, that panel simply says none are configured.
03 Dependents Family members/dependents on record for this employee. Requires saving the employee first.▸
| First Name / Last Name | The dependent's name. | Editable |
| Relationship | How the dependent is related to the employee. | Editable |
| Date of Birth | The dependent's birth date. | Editable |
None of these fields are actually required at the model level, despite the form showing validation.
04 Important Dates Birthdays, work anniversaries, and other dates worth tracking and following up on. Requires saving the employee first.▸
| Type* | The kind of date (birthday, anniversary, etc.). | Required |
| Date* | The date itself. | Required |
| Notes | Any context about the date. | Editable |