⚙️ System Integrations & Settings

💵 Reimbursement Rules & Limits

Configure the global minimums, maximums, and percentage caps for reimbursements. Use -1 for unlimited max caps.

Gym (Monthly)
Vision (Annual)
Dental (Annual)
Union Employees
Non-Union Employees
Certifications
Mileage

🎉 Global Holiday Backdrop

Set a festive animated background theme that overrides the default background across the entire portal.

YouTube Video Sync

Connect your YouTube channel to automatically sync the latest training videos into the Document Library.

AI Chatbot Configuration

Enable or disable the JotForm AI Chatbot across the portal or on specific pages.

Enable on specific pages:

💵 Payroll & PTO Accrual Import

Upload Payroll Report (.xlsm)

Drag and drop your pay period payroll report spreadsheet here to synchronize vacation (VAC) and sick time balances and save employee accrual history. Each new file will update employee ledger history.

Drag & Drop Payroll .xlsm here
or click to select file from your computer

Employee Balances

Employee Vacation Balance Sick Balance Last Updated
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Last Sync: Checking...
Show Inactive
ID Name Position Credential Access Level Status Last Login Actions
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👥 User Access Level Assignment

Drag and drop users to change their access level

Field 0

Field Supervisor 0

Dispatcher 0

Office 0

Management 0

Admin 0

Show Retired Shifts
Sort Shift Name Type Times Status Actions
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📋 Requirement Mappings

Credential Required Certification Actions
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✉️ Notification Settings

Enable automated email and text alerts when these certifications approach expiration thresholds (90, 60, 30, and 7-0 days).

Certification Type Notifications
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Holiday Name Date Type Status Actions
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Name Year/Make/Model Plate/VIN Mileage Status Actions
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🛠️ Service Types

Service Name Category Actions
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🏢 Service Providers

Provider Name Phone Actions
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Top Recipients

Rank Employee Kudos Received
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Recognition Word Cloud

🔍 Admin Inspector (SQL)

Quick-fill tables:

Query Results Ready
Results will appear here...

🚨 Reported Staff Issues

Date/Time Reporter Page URL Issue Details Screenshots Actions
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Source Time Actor Action Target Details
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📋 Annual Requirement Types

Define requirements that must be completed annually (e.g. N95 Fit Test, Sexual Harassment Training).

Name Description Email Alerts Status Actions
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🗂️

Select an entry to view details

or click '+ New' to add a new contact/memo.

📢 Global Announcement Banners

Status / Duration Message Animation Constraints Actions

📸 Event Media Vault

Photos and videos uploaded by staff for the annual slideshow.

Preview Uploader Original Name Size Date Actions