Help Center

Dashboard

The dashboard gives you a quick summary of the organization. The top metrics show total employees, total payroll, and total department budget.

Select a department card to open its details. Use the quick action buttons to add an employee or create a department without leaving the dashboard.

Departments

1. Open Department from the navigation.
2. Select New Department.
3. Enter the department name and budget.
4. Select Create Department.

From the department list you can view details, edit the department, or delete it. The details page also shows the employees assigned to that department.

Employees

1. Open Employee from the navigation.
2. Select Add Employee.
3. Enter the employee's name, email, hire date, salary, and department.
4. Select Create Employee.

Use the search field to find an employee by first name, last name, or email. Search results update automatically as you type.

Each employee row has options to view, edit, or delete the record.

Budget health

Staff Flow checks the department budget when you create or update an employee. The new payroll cannot be greater than the department budget.