Adding Your First Employee
Adding employees allows your team to log time, view projects, and collaborate on work.
Before You Begin
Make sure you have:
- Employee classifications set up (see Customizing Employee Classifications)
- Employee's email address
- Their pay rate and bill rate (if applicable)
Adding a New Employee
Step 1: Navigate to Users
- Click Admin in the navigation menu
- Select Users
- Click Add User
Step 2: Enter Basic Information
- Email: The employee's email address (used for login)
- First Name: Employee's first name
- Last Name: Employee's last name
- Phone (optional): Contact number
Step 3: Set Role
Choose the appropriate role:
| Role | Permissions |
|---|---|
| Admin | Full access to all features, can manage users and settings |
| Employee | Can log time, view assigned projects, update their profile |
Step 4: Set Classification and Rates
- Classification: Select from your configured classifications (e.g., Journeyman, Apprentice)
- Pay Rate: Hourly rate you pay this employee
- Bill Rate: Hourly rate you charge clients for this employee
- Per Diem Rate: Daily allowance (defaults to company setting)
- Burden Percent: Overhead percentage (defaults to company setting)
Step 5: Save
Click Save to create the employee account. They will receive an email with login instructions.
Example: Adding a Journeyman Electrician
Email: [email protected]
First Name: John
Last Name: Smith
Role: Employee
Classification: Journeyman
Pay Rate: $45.00/hr
Bill Rate: $85.00/hr
Per Diem: $130.00/day
What Happens Next
The new employee will:
- Receive a welcome email with login credentials
- Be able to log into Site Service Pro
- See projects they are assigned to
- Log time entries against those projects
Next Steps
- Create Your First Project
- Assign the employee to a project
- Have them log their first time entry