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Team & HR

Use Team & HR

Your team in one place: people, rota, time, leave, compliance, documents, expenses, performance and payroll.

Where to find it: Menu → Team & HR For everyone 5 min

The steps at a glance

1Open Team & HR2Pick a section3Waiting for you4HR settings
Step 1 of 4
  1. In the menu on the left, tap Team & HR. On a phone, tap the ☰ menu button at the top first.

    companyflowhq.com/hrCompanyFlowHQWebsiteAutomationsEmail Market…Team & HRIntegrationsSettingsGuidesTeam & HRSearch ⌘KMenuWebsiteAutomationsEmail MarketingTeam & HRIntegrationsSettingsGuides
  2. Use the tabs: Dashboard, Me, People, Rota, Time, Leave, Compliance, Documents, Expenses, Payroll…

    companyflowhq.com/hrCompanyFlowHQWebsiteAutomationsEmail Market…Team & HRIntegrationsSettingsGuidesTeam & HRSearch ⌘KDashboardMePeopleRotaTimeLeaveKey numbersHeadcount · Clocked in now · Waiting for youTeam & HRDashboa…MePeop…RotaTimeLeaveKey numbersHeadcount · Clocked in now · Wai…
  3. On Dashboard, Waiting for approval lists leave, timesheets and expenses to approve.

    companyflowhq.com/hrCompanyFlowHQWebsiteAutomationsEmail Market…Team & HRIntegrationsSettingsGuidesTeam & HRSearch ⌘KWaiting for approval3Team & HRWaiting for approval3
  4. Owners: open HR settings for holiday year, bank holidays, clock-in rules and locations.

    companyflowhq.com/hrCompanyFlowHQWebsiteAutomationsEmail Market…Team & HRIntegrationsSettingsGuidesTeam & HRSearch ⌘KRecruitmentLoginsHR settingsHoliday year starts1 JanuaryTeam & HRRecruitmentLoginsHR settingsHoliday year starts1 January

✅ How do I know it worked?

  • Your team shows under People, and the dashboard shows Who’s in today.

⚠️ Common mistakes

Problem“Your HR profile isn’t linked yet”.FixAsk an owner or HR manager to link your login to your HR profile.

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