Mitarbeitende — Employee Tips & Tricks

• Use the CSV import for initial setup — when migrating from another system, export your employee list as CSV, map it to the import template, and bring everyone in at once. Preview the import before executing to catch any issues.

• Set managers before going live — the reporting hierarchy drives who can approve leave, view timesheets, and manage schedules. Get this structure right from the start so permissions work as expected from day one.

• Keep contracts back-to-back, never overlapping — when an employee's salary or work percentage changes, end the current contract on the day before the new one starts. Gaps of a day or two are fine, but overlapping contracts cause payroll calculation errors.

• Archive instead of delete — deleting an employee removes them permanently and can break historical data. Archiving preserves everything for compliance and reporting while freeing up the licence seat.

• Enable web access only when needed — not every employee needs to log into the app. Track-only employees (no web access) still appear in schedules, payroll, and reports without consuming a login licence. Enable access later when they actually need it.