Staff, roles & access

Connect each person to the work and access they need.

Maintain staff identity, organization, employment context and assigned work in your dedicated system. Give field employees a focused portal and keep administration under the appropriate roles and permissions.

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A maintained staff identity connects administration to assigned field workIllustrative Alex Rivera, staff E037 and user U037, is active in West Field Operations. The staff record retains identity, role, employment and location context. Alex has W18’s three carpet stops and checked fifteen-litre manifest M818, and a separate O335 patio appointment at 72 Oak Lane on September 22 from 13:00 to 14:00. These are separate dates and assignments, not a combined workday. Access is governed by configured permissions.STAFF E037 / USER U037Alex RiveraActive · West · Field OperationsTHE MAINTAINED STAFF RECORDIdentity, role and location contextEmployment status stays with the person.ASSIGNED SERVICE WORK / W183 carpet stops · M818 · 15 L preparedOFFICE COORDINATION / O33572 Oak Lane · Alex assigned22 September · patio cleaning · 13:00–14:00STAFF E037 / USER U037Alex Rivera · ActiveWest · Field OperationsW18 · 3 assigned carpet stopsM818 · 15 L C17 preparedO335 · 72 Oak Lane · Alex assigned22 September · patio · 13:00–14:00Identity, employment and work stay connected.Illustrative staff context · access follows configured permissions
The person behind the service

Keep staff information in a maintained operating record.

Create and edit staff accounts with the information the business needs to organize its people. Manage the record as employment and operating responsibilities change.

Identity, role and department
Maintain the staff account and assign its role and department. Use the available role and permission controls for access to relevant operational areas.
Employment and pay-related profile fields
Record the supported employment and compensation-profile information, manage employment status and retain termination information when applicable.
Emergency and on-call information
Keep emergency-contact and on-call information with the staff record, giving the business the people context it needs alongside the operational assignment.
Profile and account controls
Staff can review and update supported profile details and use available security and password controls. Configured Google account connection is visible where applicable.
An actionable staff day

Start with the assignments the person is responsible for.

The staff dashboard presents current work indicators, assigned jobs and in-person quote visits. Direct paths into routing, jobs, quotes, time and support keep the day's work accessible.

Appointments connect the customer, property, service and assigned staff. Staff Routing can assign people to routes or geographic work for the relevant business date and location.

Assigned service work and a quote visit retain different scopes at the same propertyIllustrative September 8 work at 72 Oak Lane has Alex completing O302 surface cleaning of the 400 square foot patio and 800 square foot driveway from 09:34 to 10:36. Riley separately completes assessment QV341 of the forty-foot front gutter from 11:03 to 11:27. The two assigned responsibilities remain distinct even at the same property. The schematic plot uses two drawing units per foot for a hundred by hundred foot property, forty by thirty foot house, twenty by twenty foot patio and twenty by forty foot drive.72 OAK LANE / SEPTEMBER 8Different assignments. Specific work.HousePatioDriveFront gutterAlex / service O3021,200 sq ft surface cleaning09:34–10:36 · completedRiley / quote visit QV34140 ft front-gutter assessment11:03–11:27 · completedIllustrative assigned work · service completion and assessment are separate records
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Give the field the customer context

Assigned stops retain property, service and customer information. Route sequence, relevant preparation requirements and available field actions support the work at the location.

Keep the activity available for review

Field time, stop outcomes, input-use records and reports connect staff activity to the services delivered. Available operational metrics help the office review the recorded work.

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Provide guidance for the role

The documentation system can target staff, customer and administrator audiences. Searchable sections and contextual help bring relevant instructions to the page the person is using.

Keep shift time and staff questions beside the work.

Employees can use attendance and internal-support workflows through the same staff portal they use for their assignments.

Shift time and history

Clock in, start and end breaks, clock out and add shift notes. Review time-entry history so staff have access to the record of their shifts.

Shift time lives alongside field-work timing, giving the business both attendance context and the recorded activity at the customer's property.

Time-off requests

Request time off through the staff workflow, review the request's status and cancel an eligible request. Keep the request and its state available to the employee.

Internal support

Where enabled, create a staff support request and choose the appropriate visibility scope. Exchange messages with the office and review ticket status and history.

An operational question has a trackable conversation instead of depending on an informal message someone may miss.

Shift attendance and internal support retain separate recordsIllustrative September 16 shift for Alex runs 08:00 to 16:30 with a 12:00 to 12:30 break, leaving eight recorded hours outside the break, not a payroll calculation. Property record FR810 separately has five minutes on hold and fifty-one working. Internal ticket ST921 records Alex reporting blocked access at 47 Elm Court at 09:04, Taylor replying at 09:06 to retain the hold until access is available, and resolution at 09:08. Access cleared at 09:07 in the field record. Staff visibility is scoped; these are illustrative records, not a live chat or response-time promise.ALEX / 16 SEPTEMBERThe shift has its own record.08:00 in · 12:00–12:30 break · 16:30 out8 h recorded outside the breakProperty FR810: 5 min hold + 51 min workINTERNAL SUPPORT / ST921An access hold, with a history.09:04 · Alex · 47 Elm CourtAccess is blocked at this stop.09:06 · Taylor · office replyKeep it on hold until access is available.Scoped staff conversation · resolved 09:08Illustrative staff records · attendance, field activity and support remain distinguishableALEX / 16 SEPTEMBERShift time and a question from the field.08:00 in · 12:00–12:30 break · 16:30 out8 h outside break · FR810 separately: 5 min hold / 51 workST921 · Internal staff support09:04 Alex: Access blocked at 47 Elm Court.09:06 Taylor: Retain hold until access is available.Scoped conversation · resolved 09:08Illustrative records · recorded time is not a payroll calculation
From hiring to operating responsibility

Bring a successful candidate into the staff relationship.

When Careers is enabled, the recruiting workflow covers positions, postings, applications and interviews. Finalize a successful applicant into an employee record with an eligible role such as employee, field sales or manager.

The conversion respects role and feature-policy restrictions. Hiring connects to the operating platform that will govern the person's access and work.

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Keep growing locations organized

Multi-location controls govern staff and users as a separate business domain. Authorized administrators can move into permitted location contexts, with the configured relationship determining what is shared or managed locally.

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