2 min readUpdated September 2, 2026
The administrative side of employing people: hours, pay, training, and the documents that have to be signed.
Most articles here need an HR permission. The everyday side — clocking in, checking your own hours — is under Time Cards.
Hours and pay
- Timecard Enrollment and Overtime Rules — read first; it explains what enrolling somebody actually does
- How to Enroll a Team Member in Timecards — bringing somebody onto the clock
- How to View the Timecard Roster — everybody's status at a glance
- How to Approve a Timecard and How to Resolve a Timecard Exception — the weekly work
- How to Manage the Pay Calendar and How to Bulk-Close a Pay Period — the cycle
- How to Connect a Payroll Provider and How to Map a Team Member to Payroll — the link to your payroll system
- How to Export Payroll — getting hours out
- How to Run Timecard Compliance Reports — missed breaks, overtime, anything that needs answering for
Training
- How to Create and Assign a Training Course — building one and giving it to people
- How to Manage Training Assignments — who's done it and who hasn't
- How to Complete an Assigned Training Course — the employee's side
Legal documents
- How to Create and Publish a Legal Package — assembling documents that need signing
- How to Deliver a Legal Package to Your Team — sending it out
- How to Sign an HR Legal Package — the employee's side
Reporting
- How to View the HR Overview Report — the summary
- How to Browse and Upload HR Resources — the shared shelf of handbooks and policies
In this section
What You Can Do in Human ResourcesHuman Resources (nav icon, /hr) is your organization's workforce dashboard: attendance, employment agreements, training, and a shared resource library, in one place. It only appears in your nav bar if your organization…Timecard Enrollment and Overtime RulesBefore anyone can clock in and out, an HR admin has to enroll them in timecards and set two things: a tracking mode, and an FLSA classification. Both matter for how (and whether) their hours get tracked and paid.…How to Approve a TimecardReview and approve (or send back) a timecard your team member has submitted. Before you start Manage Timecards right. Steps 1. In the nav bar, click Human Resources → Attendance tab → Approvals sub-tab. You see everyone…How to Browse and Upload HR ResourcesBrowse, upload, and organize your organization's shared HR resource library — handbooks, policies, and reference material available to your team. Before you start Manage Resources right. Steps 1. In the nav bar, click…How to Bulk-Close a Pay PeriodRun exception detection, earnings recomputation, and approval across every timecard in a pay period at once, instead of clicking through each one individually. Before you start Manage Timecards right. Steps 1. In the…How to Complete an Assigned Training CourseTake a training course your organization has assigned to you, and see your progress, score, and certificate. Steps 1. In the top navigation bar, click the Legal & Compliance icon — or open Settings → My Account → Legal…How to Create and Assign a Training CourseBuild a training course from slides and tests, publish it, and assign it to your team. Before you start Manage Training right. Steps Build the course 1. In the nav bar, click Human Resources → Training tab. You land on…How to Create and Publish a Legal PackageBuild a legal package (employment agreement, policy acknowledgement, or similar) from one or more documents, and publish it so it can be delivered to your team. Before you start Manage Legal And Compliance right. Your…How to Deliver a Legal Package to Your TeamSend a published legal package to the people who need to sign it, and track who's completed it. Before you start Manage Legal And Compliance right, and a published package (see How to Create and Publish a Legal…How to Enroll a Team Member in TimecardsTurn on timecard tracking for one or more team members, and set how their hours are tracked. Before you start Manage Timecards right. See Timecard Enrollment and Overtime Rules before choosing a mode and classification.…How to Export PayrollSend a finalized pay period's hours to your connected payroll provider (or export them as a file). Before you start Manage Timecards right, and the pay period must be Finalized (see How to Manage the Pay Calendar)…How to Manage the Pay CalendarGenerate your organization's pay period calendar, and move a period through Close → Finalize (and reopen it if needed). Before you start Manage Timecards right. Steps Generate the calendar (first time only) 1. In the…How to Manage Training AssignmentsTrack progress on assigned courses, and act on an individual assignment — extend a due date, resend a reminder, waive it, or let someone retake it. Before you start Manage Training right. Steps 1. In the nav bar, click…How to Map a Team Member to PayrollLink an enrolled team member to their record in your connected payroll provider, so their hours can be exported. Before you start Manage Timecards right, and a payroll provider already connected (Settings → HRS →…How to Resolve a Timecard ExceptionClear or waive an open timecard exception (for example, a missing punch) so a pay period can close. Before you start Manage Timecards right. Steps 1. In the nav bar, click Human Resources → Attendance tab → Exceptions…How to Run Timecard Compliance ReportsRun wage-and-hour compliance reports over a date range: rounding neutrality, meal/rest premium exposure, and an audit of every manual adjustment. Before you start Manage Timecards right. Steps 1. In the nav bar, click…How to Sign an HR Legal PackageRead and sign a legal package (employment agreement, policy acknowledgement) your HR team has sent you. Steps 1. In the top navigation bar, click the Legal & Compliance icon (next to the timecard clock icon) — or open…How to View the HR Overview ReportGet a single read-only summary of your workforce, drawn from whichever of the Attendance, Legal & Compliance, and Training tabs you have rights to see. Before you start View Overview right. Steps 1. In the nav bar,…How to View the Timecard RosterSee everyone whose time is tracked, and what they've accrued so far, for a given week. Before you start Manage Timecards right. Steps 1. In the nav bar, click Human Resources → Attendance tab. You land on the Roster…
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