🌐 Display Timezone

See your upcoming shifts in your own timezone — useful if you live in one zone but cover shifts at locations in another.

• On My Profile, pick your default Display Timezone (Eastern, Central, etc.)
• On the Dashboard's Upcoming Shifts widget, the "View in:" dropdown lets you switch the display on the fly
• Times convert automatically — a 9:00 AM CT shift in Texas shows as 10:00 AM ET if you're in Eastern

📅 Schedule — five new tools (managers)

🏖️ Time Off — Balance Before → After per request

Each request in the My Time Off Requests table now shows your starting balance and ending balance, so you can see exactly how each trip affects your PTO. A small legend explains what the colors mean.

📊 Reports — four new analytics tabs

📄 Documents (new page)

Managers can publish documents (handbook updates, policy changes, training materials) and require employees to acknowledge they've read them. Color-coded queue shows what's pending vs. done.

🔄 Force Reset Password (managers)

In Team Management, when editing an employee, the new 🔄 Force Reset button generates a strong random password and reveals it once for you to share with the employee. Saves the multi-step manual process.

🔔 Notification quality-of-life

• Mark all read link clears the badge in one tap
• Approval audit trail now shows the actual approver's name (not generic "Manager")
• Logout now properly stops background timers and clears cached data

📄 Payroll

Generate the timesheet CSV for your payroll provider, scoped to the current or any past pay period. Overtime is calculated per ISO week within the period.

🔍 Login Activity

Audit log of every login. Filter by employee, action type, or date range.

If you see "0 results" with no error, your Supabase needs the activity_log table created. Ask your admin.

⏱ Hours by Employee

Bar chart of actual hours worked, sorted highest to lowest. Defaults to the current pay period; pick any custom range. Useful for spotting underused or overworked employees.

📍 Hours by Location

Color-coded cards showing how many hours each location consumed. Colors match the location colors on the schedule grid for quick recognition.

🏖 PTO Usage

12-month rolling bar chart of approved PTO hours by month. Hover/tap a bar to see the exact hours and request count.

✅ Punch Compliance

Compares scheduled shifts to actual clock-ins. Four KPIs:

• Scheduled — total past shifts in range
• No clock-in — scheduled but never punched in
• No clock-out — clocked in but never out
• Compliance % — overall (scheduled minus issues, divided by scheduled)

Future shifts are excluded — they haven't happened yet.

For Employees

1. Open the 📄 Documents page from the sidebar — a number badge shows how many you still need to acknowledge.
2. Tap a card with an amber border — these are pending. Cards with green borders are already done.
3. In the modal, tap "Open Document ↗" to read the actual document in a new tab.
4. Come back, then tap "✅ I have read and acknowledge this document". Your acknowledgment is timestamped automatically.

For Managers

1. On the Documents page, tap + Add Document.
2. Fill in the title, paste the document URL (Google Drive, OneDrive, Dropbox, etc.), add a description.
3. Under "Required For", leave everything unchecked to require all active employees, or check specific people.
4. Click Publish. The document appears for everyone required, with an amber "pending" indicator.
5. Tap any document to see the acknowledgment status table — every required employee, their status, and the timestamp of their acknowledgment.

🔄 Force Password Reset

1. Go to Team Management and click an employee row to edit them.
2. Scroll to Password Management.
3. Click 🔄 Force Reset. Confirm.
4. A new strong password is generated and revealed. Copy and share it with the employee in person or via secure channel.
5. Their old password is now invalid — they'll need to use the new one to log in.

☑️ Bulk Shift Actions

1. On the Schedule page, click ☑️ Bulk Mode in the header — it turns purple when on.
2. Click each shift card you want to include. Selected cards show a purple ring and a checkmark.
3. A purple toolbar appears at the top showing the count and three action buttons.
4. Click 🗑 Delete, 📍 Change Location, or 👥 Reassign.
5. For Change Location / Reassign, pick the target from the dropdown and Apply.

📋 Schedule Templates

1. Build out a "model" week of shifts on the Schedule page.
2. Click 📋 Templates. In the blue "Save current week" box, type a name (e.g. "Standard Week"). Click Save.
3. Later, when you want to apply it to a future week: open Templates, find your template, pick the target week's Monday in the date field, click Apply.
4. Existing shifts in the target week are NOT deleted — duplicates are skipped automatically.

Templates are saved per-manager, per-device.

📨 Notify Employees (with filters)

1. From the Schedule page, click 📨 Notify Employees.
2. Set the date range — use a preset (Today, This week, Next 14 days, etc.) or pick custom dates.
3. Optionally filter by Locations, Roles, or specific Employees. Filters combine (intersection). Empty = "all".
4. The summary card shows live counts: how many will be emailed, how many have no email on file, how many have no shifts in range.
5. Click Send. Each employee gets a personalized email with their shifts in a tidy HTML table.

🧹 Find Duplicates (Shifts & Timesheets)

Two cleanup tools:

• Schedule → 🧹 Find Duplicates — finds identical shifts (same employee, date, time, location)
• Timesheets → 🧹 Find Duplicates — finds duplicate clock-in entries (same employee, date, clock-in within 5 minutes)

Both show the duplicates grouped, mark which one will be kept (most complete record), and let you remove the rest in one action.

⚠️ Conflict Warnings on Add Shift

When you're scheduling a new shift, the form watches for two issues and shows amber warnings live:

• Employee already has approved PTO on that date
• Employee already has another shift that overlaps the time you're picking

Warnings don't block save — sometimes you intentionally need coverage during PTO. They just give you the heads-up.

✅ Approval Audit Trail

PTO approvals, off-site clock-in approvals, and task approvals all record the actual approver's name (not the generic word "Manager"). Older records that were saved before this fix are upgraded automatically when you reload the page.

📋 Quick Start Guide

🗺️ Portal Navigation

📱 Install on iPhone (iOS)

🤖 Install on Android

⏰ How to Clock In & Out

📍 GPS & Geofencing

🔔 Missed Clock-Out Reminder

If you're still clocked in after 9:00 PM, Chloe will send you a reminder notification. Make sure to clock out to keep your hours accurate!

📅 Viewing Your Schedule

🛠️ Manager Tools (top of Schedule page)

🌐 Times in Your Timezone

If you cover shifts at locations in different timezones, set your Display Timezone on My Profile. Times for upcoming shifts on the Dashboard will convert to your zone with the abbreviation shown (e.g. "10:00 AM ET" for a 9:00 AM CT Texas shift if you're in Eastern). The Upcoming Shifts widget also has a per-session "View in:" dropdown to switch on the fly.

🏖️ Requesting Time Off

📊 PTO Balance

If you're PTO-eligible, your live balance shows on the Dashboard. It's calculated automatically based on your annual PTO days, accrual frequency, and approved time off taken.

📊 Balance: Before → After

Each request in the My Time Off Requests table shows how it changes your PTO balance:

• Approved trips show the running balance — what you had before the trip and what was left after
• Pending requests show your current balance and what it would become if approved
• Denied or revoked requests don't affect your balance

The "running balance" walks through approved requests in chronological order (oldest first), so you can trace how each trip stepped your balance down.

For Managers — Approval Audit

When you approve or deny PTO, the system records your actual name (not the generic word "Manager") and the timestamp. Older records are upgraded automatically when you reload — if you saw "Approved by Manager" before, those should now show the real approver's name.

🏆 How Rewards Work

Earn points by being a great employee! Points can be redeemed for gift cards, PTO, and more in the Rewards Store.

🛒 Rewards Store

Spend your points on real rewards! Go to Rewards → Store to browse. Items range from $5 Starbucks cards to extra PTO days.

🗳️ Employee of the Month

Vote for a coworker who went above and beyond! Go to Rewards → Employee of the Month. You get one vote per month and can't vote for yourself.