HR and Payroll

Policies Manage policy categories Manage policy categories Categories keep policies organized and are chosen from a managed list when creating a policy. Go to Settings and… Policies Track who has acknowledged a policy Track who has acknowledged a policy See which employees have acknowledged a policy and who is outstanding. Open the policy from Policies.… Policies Acknowledge a policy Acknowledge a policy As an employee, confirm you have read a policy. Open Policies from the sidebar, or use the policies reminder… Policies Publish a new version of a policy Publish a new version of a policy When a policy changes, publish a new version so employees acknowledge the update. Open the… Policies Create a policy Create a policy Publish a new company policy for your team. Go to Policies and select Create Policy. Enter the Title and… Policies Policies overview Policies overview Policies lets you publish company policy documents, keep them versioned, and track who has read and acknowledged them. Employees see… Mileage Reimbursement Export a mileage claim Export a mileage claim Export a claim as a mileage log for accounting, payroll, or tax records. Open the claim. Use the… Mileage Reimbursement Approve, reject, or pay a claim Approve, reject, or pay a claim Managers review submitted claims and move them through approval and payment. Approve or reject Open a… Mileage Reimbursement Submit a mileage claim Submit a mileage claim When a claim is complete, submit it for approval. Open the claim (it must be in Draft or… Mileage Reimbursement Add a manual trip Add a manual trip Add mileage that is not from a work order — travel for a ticket, project, task, or anything…