People and time
Booking and approving leave, tracked time, pay and staff costs, joiners and leavers, and the directory.
- Use the People areaFind colleagues in the agency directory, view people by team or on the org chart, and see what each role can see and change.
- Book and approve time offBook holiday or other time off, approve your team's requests, record sickness, see holiday left and carry days over at the year end.
- See tracked time from TeamworkConnect Teamwork, link each person, and read hours, utilisation, client time and missing timesheets by day, week or month.
- See pay and staff costsHow the owner sees what each person costs from Xero payroll, how rates are worked out, and what everyone else sees on their own Pay page.
- Run joiner and leaver checklistsOnboard a new starter or offboard a leaver, work through their checklist, hand their clients over, and edit the standard checklists.
- Choose who hears about time off requestsSet the agency's default for time off request emails, post new requests in a Slack channel, and let each person choose their own.
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