Dashboard
Workforce overview at a glance
Active Employees
—
Currently employed
Onboarding
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In progress
Docs Pending
—
Need verification
Visa Expiring
—
Within 90 days
Recent Employees
| Employee | Type | Status | Hire Date |
|---|---|---|---|
All Employees
Search, filter, and manage your workforce
| Employee | Title | Type | Client | Status | Actions |
|---|---|---|---|---|---|
Onboard New Employee
Complete all steps to create the employee record and send a portal invite
Step 1
Personal Info
Step 2
Work & Pay
Step 3
Assignment
Step 4
Immigration
Optional — you can add or update assignments later.
Optional — fill what's available. Update later via the employee profile.
Payroll
Gusto integration · W-2 · 1099 · Pay stubs
Total Gross Paid
—
Total Net Paid
—
| Employee | Pay Period | Pay Date | Gross | Net | Taxes | Status |
|---|---|---|---|---|---|---|
Tax Documents
W-2 and 1099 forms by employee and year
| Employee | Type | Year | File | Status | Actions |
|---|---|---|---|---|---|
Immigration & Compliance
Visa tracking · I-94 · Passport · Green card stages · E-Verify
| Employee | Visa | Visa Expiry | I-94 Expiry | Passport Expiry | GC Stage | Action |
|---|---|---|---|---|---|---|
Financials
Bank of America transactions via Plaid · Expense tracking
Money In
—
Money Out
—
Net
—
| Date | Description | Category | Account | Amount |
|---|---|---|---|---|
Integrations
Connect Gusto, Plaid, E-Verify, QuickBooks, Salesforce, ADP, Zenefits, Slack and more
My Dashboard
A
Current Assignment
—
Immigration Status
—
My Documents
View and upload your I-9, W-9, health insurance, and more.
Pay Stubs
View your payroll history and download pay stubs.
My Profile
Update your contact and address information
My Documents
I-9 · W-9 · Health Insurance · Offer Letter and more
Pay Stubs
Your payroll history
| Pay Period | Pay Date | Gross | Net | Taxes |
|---|---|---|---|---|
My Assignment
Current client and project details
Current Assignment
Client
—
Project
—
Start Date
—
End Date
—
Location
—
Assignment History
| Client | Project | Start | End | Status |
|---|---|---|---|---|
Timesheets
Review and approve employee weekly timesheets
Pending Review
—
Approved (week)
—
Total Hours (week)
—
| Employee | Week Ending | Client / Project | Hours | Status | Actions |
|---|---|---|---|---|---|
My Timesheets
Submit weekly hours and track approval status
Submit Timesheet
Submission History
| Week Ending | Client / Project | Hours | Status | Note |
|---|---|---|---|---|
Immigration Info
Your visa, I-94, passport, and green card status
Offer Letter Generator
Generate, preview and save branded offer letters to employee records
Employee
Letter Details
Employment Terms
Job Responsibilities
One responsibility per line
Save to Employee Record
After printing, you can save this letter directly to the employee's documents in Supabase.
Live Preview
Fill the form to see a live preview of the offer letter
Grant Dashboard
Track federal & state funding opportunities across all products
✓
Account Created
✓
Registration Submitted
3
UEI Assigned
4
Federal Grants Unlock
Company Profile
Auto-populates all grant proposals and SBIR applications
User Management
Add, edit roles, reset passwords, or remove portal users
Job Postings
Post and manage open roles · published live on careers page