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Past Due
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Due This Week
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In Pipeline
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Active Employees
⚠️ Past Due Items
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🔜 Due This Week
📤My Sent Tasks
HR follow-ups you've sent to Cari, Bill, and Inez. Tap ✓ Resolve to clear an item once you've confirmed it's been handled.
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🎂 Birthdays This Month
🎉 Anniversaries This Month
🔍 Data Audit — Find Missing Information
Every field should either have a value or be explicitly marked N/A. This helps you find blanks before they become email noise.
💡 How to use this: Use By Issue to fix one type across the team (e.g. all missing fit tests). Use By Employee to clean up one person's record completely.
📋 Progressive Counseling Thresholds (Rolling 12 months from incident date)
• Tardy = 0.5 points · Call-off = 1 point · Leave Early = 0.5 points
• Up to 3 consecutive call-offs (within 7 days) count as 1 occurrence · 4–6 = 2 · 7–9 = 3
• Dr. notes and FMLA do NOT count against the employee
• 4 occurrences → Level 1 PC · 5 → Level 2 Written PC · 6 → Final PC · 7 → Termination
• Tardy = 0.5 points · Call-off = 1 point · Leave Early = 0.5 points
• Up to 3 consecutive call-offs (within 7 days) count as 1 occurrence · 4–6 = 2 · 7–9 = 3
• Dr. notes and FMLA do NOT count against the employee
• 4 occurrences → Level 1 PC · 5 → Level 2 Written PC · 6 → Final PC · 7 → Termination
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At/Past Termination
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Final PC Level
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Level 2 Written
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Level 1 Counseling
⏰ Employees by Occurrence Count
Sorted by points (highest first). Dr. notes and FMLA don't count toward total.
📋 Recent Occurrence Log
🌴 Vacation / Sick / Personal Day Tracking
Annual award by tier: 5 days/wk → 80V / 48S / 8P · 4.5 → 72V / 42S / 8P · 4 → 64V / 36S / 8P · <4 → not eligible
Vacation resets Oct 1 (unused forfeits) · Sick carries up to 30 days (240 hrs) · Personal resets Jan 1
New hires get prorated initial credit on day 91. Grandfathered employees (e.g. Angela) get extra vacation per year.
Annual award by tier: 5 days/wk → 80V / 48S / 8P · 4.5 → 72V / 42S / 8P · 4 → 64V / 36S / 8P · <4 → not eligible
Vacation resets Oct 1 (unused forfeits) · Sick carries up to 30 days (240 hrs) · Personal resets Jan 1
New hires get prorated initial credit on day 91. Grandfathered employees (e.g. Angela) get extra vacation per year.
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Total Vacation Hrs
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Total Sick Hrs
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Total Personal Hrs
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Tracked Employees
🌴 Balances by Employee
Click any row to open balance management, log used time, manual adjust, or run the Resignation Notice calculator.
🚪 Termination Log
When you add a termination, the employee auto-archives from Active Employees.
📥 Files To Process
Items returned from managers. They've collected the info — now upload to the employee's digital file on the shared drive, then mark filed to clear from the list.
✅ Recently Filed (Last 7 Days)
📅 Projects & Events
Schedule one-time or recurring events. Auto-surfaces in assigned managers' rounding apps starting 2 days before.
💡 Bonus Rules:
• Retention Bonus ($100) — paid when an employee reaches 90 days from their onboarding/hire date
• Referral Bonus ($100) — paid to the referring employee when their referred new hire reaches 90 days
• Both bonuses are auto-tracked from the candidate's hire date. Mark as paid once Gusto award or check is issued.
• Retention Bonus ($100) — paid when an employee reaches 90 days from their onboarding/hire date
• Referral Bonus ($100) — paid to the referring employee when their referred new hire reaches 90 days
• Both bonuses are auto-tracked from the candidate's hire date. Mark as paid once Gusto award or check is issued.
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Retention Due Now
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Retention Upcoming
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Referrals Pending
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Total $ Owed
💰 Retention Bonuses — $100 at 90 Days
Each employee earns $100 retention bonus when they reach 90 days from onboarding. Auto-flagged from the 90 Days date on their record.
👥 Referral Bonuses — $100 When Their Referral Hits 90 Days
When an employee refers someone who makes it to 90 days, that employee earns $100. Track referrals here so we can pay them out when their hire reaches the milestone.
👕 Uniform Inventory
Track current stock by gender, size, and item type. Click a count to update.
📋 Uniform Issue Log
Track which uniforms have been issued to which employees.
📅 Compliance Calendar
Training
Eval
Fit Test
MEQ
📧 Email Recipients
Who gets reminders. Pre-filled with your team.
⏰ Email Schedule
Single weekly summary every Monday morning. No daily emails.
📅 Every Monday morning: Each manager gets ONE email summarizing:
• Past-due items on their team
• Items coming due in the next 14 days
• Pre-employment pipeline status
• Birthdays / anniversaries this week
Jessica and Ryan get a master summary covering all teams.
No daily emails. Use the dashboard for daily checks — it's always live.
• Past-due items on their team
• Items coming due in the next 14 days
• Pre-employment pipeline status
• Birthdays / anniversaries this week
Jessica and Ryan get a master summary covering all teams.
No daily emails. Use the dashboard for daily checks — it's always live.
📨 EmailJS Setup
EmailJS sends automated reminders. Get free credentials at emailjs.com (200 emails/month free tier).
🎯 Positions
📚 Trainings (Annual)
These appear on each employee's record with a due date and reminders.
📚 Trainings (One-Time)
Trainings completed once and tracked permanently (e.g. Hand Hygiene, NEO).
📥 Import Master Tracker Data
One-click import of all employees, candidates, and terminations from the master spreadsheet.
Will import:
• — active employees with all their training/eval/MEQ/fit data
• — candidates currently in pipeline
• — historical terminations
• Pegs, BBP quiz scores, and retention bonus statuses
• — active employees with all their training/eval/MEQ/fit data
• — candidates currently in pipeline
• — historical terminations
• Pegs, BBP quiz scores, and retention bonus statuses
⚠️ This will only import data once. If you've already imported, running it again may create duplicates.
💉 Flu Season Reset
Flu season runs Oct–Mar. After flu season ends (after Mar 31), reset all employees' flu shot status so the new season starts fresh. Deadline for new season: 12/1.
What this does:
• Clears flu shot status for ALL active employees (sets to blank)
• Forces a fresh flu shot tracking cycle for the next season
• Existing exemptions can be re-marked individually
When to run: After March 31 each year, before flu season ramps up again
• Clears flu shot status for ALL active employees (sets to blank)
• Forces a fresh flu shot tracking cycle for the next season
• Existing exemptions can be re-marked individually
When to run: After March 31 each year, before flu season ramps up again
⚠️ Danger Zone