Dashboard
Workforce overview at a glance
Active Employees
—
Currently employed
Onboarding
—
In progress
Docs Pending
—
Need verification
Visa Expiring
—
Within 90 days
Recent Employees
| Employee | Type | Status | Hire Date |
|---|---|---|---|
All Employees
Search, filter, and manage your workforce
| Employee | Title | Type | Client | Status | Actions |
|---|---|---|---|---|---|
Onboard New Employee
Complete all steps to create the employee record and send a portal invite
Step 1
Personal Info
Step 2
Work & Pay
Step 3
Assignment
Step 4
Immigration
Optional — you can add or update assignments later.
Optional — fill what's available. Update later via the employee profile.
Payroll
Gusto integration · W-2 · 1099 · Pay stubs
Total Gross Paid
—
Total Net Paid
—
| Employee | Pay Period | Pay Date | Gross | Net | Taxes | Status |
|---|---|---|---|---|---|---|
Tax Documents
W-2 and 1099 forms by employee and year
| Employee | Type | Year | File | Status | Actions |
|---|---|---|---|---|---|
Immigration & Compliance
Visa tracking · I-94 · Passport · Green card stages · E-Verify
| Employee | Visa | Visa Expiry | I-94 Expiry | Passport Expiry | GC Stage | Action |
|---|---|---|---|---|---|---|
Financials
Bank of America transactions via Plaid · Expense tracking
Money In
—
Money Out
—
Net
—
| Date | Description | Category | Account | Amount |
|---|---|---|---|---|
Integrations
Connect Gusto, Plaid, E-Verify, QuickBooks, Salesforce, ADP, Zenefits, Slack and more
My Dashboard
A
Current Assignment
—
Immigration Status
—
My Documents
View and upload your I-9, W-9, health insurance, and more.
Pay Stubs
View your payroll history and download pay stubs.
My Profile
Update your contact and address information
My Documents
I-9 · W-9 · Health Insurance · Offer Letter and more
Pay Stubs
Your payroll history
| Pay Period | Pay Date | Gross | Net | Taxes |
|---|---|---|---|---|
My Assignment
Current client and project details
Current Assignment
Client
—
Project
—
Start Date
—
End Date
—
Location
—
Assignment History
| Client | Project | Start | End | Status |
|---|---|---|---|---|
Timesheets
Review and approve employee weekly timesheets
Pending Review
—
Approved (week)
—
Total Hours (week)
—
| Employee | Week Ending | Client / Project | Hours | Status | Actions |
|---|---|---|---|---|---|
My Timesheets
Submit weekly hours and track approval status
Submit Timesheet
Submission History
| Week Ending | Client / Project | Hours | Status | Note |
|---|---|---|---|---|
Immigration Info
Your visa, I-94, passport, and green card status