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Create your accountChoose how your team clocks inGet the mobile appAdd more locations as you growAdd your employeesInvite your team to the appCollect SMS consent (TCPA)Build and publish a scheduleSort, filter, and read the gridEmployee availability changesSchedule templatesWork the Compliance pagePaid sick leave: policies and balancesCustomize attestation questionsPay period review & certificationTraining: library, assignments, recordsCal/OSHA restaurant safety trainingGet ready for a Cal/OSHA or OSHA inspectionSet up the entrance tablet (PIN kiosk)Lock the tablet to the kiosk (manager passcode to exit)PINs explained: punch PIN vs Manager PINLock punches to the scheduleEarly clock-ins and late clock-outsThe Time Entries report, column by columnEmployees can ask for a punch correction — you approve or denyConnect DailyPay (earned wage access)Tip declarations at clock-outSet up the Attestation StationEmployees who work at multiple locationsDepartmentsApprove shift swapsSend announcementsTime off & PTOHR actions & AI-drafted noticesAccess levels: give someone manager accessOnboarding documents & the digital W-4Other documents on fileBilling, plans & seatsEditing pay after a run is locked (pay instruction)Adding bonuses, commissions and corrections to a pay period

HR actions & AI-drafted notices

Issue documented HR notices — warnings, policy acknowledgments, and more — with AI-drafted text and tracked employee signatures.

When something needs to go on the record — a written warning, a policy acknowledgment — HR Actions produces a professional notice, collects the employee's signature, and files it with your compliance documents.

  1. 1

    Open Documents → HR Actions

    Go to Documents in the sidebar and open the HR Actions section.

    The HR Actions section on the Documents page
  2. 2

    Pick the notice type and employee

    Choose what kind of notice this is and who it's for, then describe what happened in your own words.

  3. 3

    Draft with AI, then make it yours

    Click Draft with AI to generate professional notice text from your description. Always review and edit — the draft is a starting point, you approve every word before anything is sent. Nothing goes to the employee automatically.

  4. 4

    Send for signature

    The employee gets a link to read and sign. The signed notice is stored with your documents — timestamped, tamper-evident, and exportable if you ever need it.

Good to know

  • AI drafts are not legal advice. For anything with termination or legal exposure, have counsel review before sending.

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