People
Every person on file. Every file complete.
The team directory
Employees and contractors on one record.
- Each person’s file checked against what it should hold
- Who gets paid, and on what basis
Directory
5
people · 3 with a gap
Office managerFile completeEmployeeDeveloperTax form missingContractorIllustratorAgreement unsignedContractorSales leadAccount still activeEmployeeCopywriterFile completeContractorFile holds
Tax form, agreement, payment details
Onboarding forms
A plain-language form for each new hire.
- Review, correct, upload and sign
- Sent to a new teammate for their details
- Signed papers filed in your Drive folder
Onboarding form
DeveloperNew contractorTax form missingWhat is your legal name?AnsweredWhere should we mail your tax papers?AnsweredPlease add your tax form.Missing · reminder sentSign your services agreement.SignedWhere should we send your pay?AnsweredStill missing
Please add your tax form.Reminder sentOn the directory
DeveloperContractorTax form missingPay schedules
Each person’s pay schedule sits beside their record.
- Kept private: pay never shows on a coworker’s screen
- Who gets paid, and on what basis
Pay schedules
Each person’s schedule, beside their file
PersonSchedulePaid byOffice managerEmployeeTwice a monthPayrollDeveloperContractorMonthlyBy invoiceIllustratorContractorMonthlyBy invoiceSales leadEmployeeTwice a monthPayrollWhat a coworker sees
Office manager · Twice a monthPay hiddenPayroll connection
Connects to your payroll provider; a person runs it.
- A person runs it in the payroll tool
- Kept private: pay never shows on a coworker’s screen
Payroll connection
Your recordsOpsMax · People
Prepared · a person runs itGoes across · 2 employees, records and pay schedules
Office managerEmployeeTwice a monthPay hiddenSales leadEmployeeTwice a monthPay hiddenWho runs itPayroll adminContractors are paid by invoice, in Treasury
Your back office, in one app
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