Team and employees
Your team's files, time off, timesheets, cards and hiring.
26 articles
- How do I use the Employees home page?Click Employees. Overview shows time off to approve, the next 30 days and a calendar with birthdays, time off, arrivals and departures.
- How do I find an employee in the list?Go to Employees › List and type a name, job title or department in Search the team. Pick Active, Inactive or Everyone, and a department.
- How do I onboard a new employee?Add the person; their file starts a First day list by itself. Tick steps as you go. When they leave, a Last day list starts the same way.
- How do I add notes to an employee's file?Open the employee, write in File notes and click Add a note. Notes are dated, signed and seen by HR only.
- How do I end an employee's employment?Open the employee, click ⋯ then End employment, pick the departure date and the reason, then Confirm. Nothing is deleted.
- How do I see what an employee sees?Open the employee, click ⋯ then See as employee. Their My space opens exactly as they see it, read-only.
- What does an employee see?Each teammate has two separate settings in Users. Alori access (their role) decides which modules they open. Employee gives them My space. With No access and Employee on, My space is all they see.
- How can employees update their own information?In My account, under My information, they click Edit and change their phone, emails, address, birthday and emergency contact.
- How do I get an employee to sign a document?Upload the document on their file and click Ask to sign. They sign it in the app with their finger, and you see Signed by with the date.
- How are my employees' identity papers kept private?Only owners see identity papers, Alori notes who opens each one and when, and when someone leaves you can delete theirs in one click.
- How do I see who reports to whom?Pick each employee's Supervisor and Department, or drag people onto their supervisor in Who reports to whom, under Employees › List.
- How do I approve time off requests?Go to Employees › Time off. Each request waits under To answer: click Approve or Decline. The employee hears your answer in the app and by email.
- How much vacation does each employee get?In Quebec, Vacation follows the law by seniority from each person's hire date: up to 2 weeks the first year, 2 weeks after 1 year, 3 weeks after 3 years.
- How do I approve my team's timesheets?Go to Employees › Timesheets. Each person has one row for the week: click Approve on it, or Approve all. Reopen undoes an approval.
- How do my team's hours get logged from jobs?Put people on the job under Crew. When the job starts, their clocks start on it; when it's finished, they stop. You see the labour cost on the job.
- How do I export my team's hours for payroll?Go to Employees › Timesheets, approve the week, click Export to CSV and download the pay summary: regular, overtime and holiday hours per person per week.
- How do my technicians add expenses?On the job, tap Add an expense, type the amount, pick what for and snap the receipt. Approve it in Employees › Timesheets; it counts in the job cost.
- How do I track my team's cards and permits?Go to Employees › Cards and permits. See what's expired, expiring soon or missing, and click Remind to email the employee.
- How do I hire through my website?Add an opening under Employees › Hiring and it shows on your career page. Click Hire on an applicant to start their employee file.
- How does the bot screen job applicants?When someone applies and accepts texts, Alori's bot texts them the opening's questions, one at a time, then gives you a fit from 1 to 5 and one line on why.
- How do I choose what each role can do?Open Users › Roles, pick a role, set each module to None, View or Edit, choose which records it sees, and flip the rules. Saves at once.
- How do I get notified when someone tags me in Team chat?Turn on pop-up notifications once. Alori then plays a sound for new messages, shows a pop-up when someone tags you, and you can pick the sound or pause it.
- How do I invite someone from outside to Team chat?Open a channel, click Add people, type their email and press Enter. They get an email and only see the channels you add them to. Change or remove them from Users.
- How do I put my team in teams?Open Users › Teams, click New team, name it and add its people. A role set to Their team's then sees that team's records.
- How do I send messages from other apps to Team chat?Open a channel, click Channel options, then Get messages from other apps. Create a link, paste it into the other app, and what it sends shows up in the channel.
- How do I send pictures, videos and files in Team chat?Paste them in the message box, drop them on it, or click the paperclip. Any kind of file works, up to 10 per message and 100 MB each.