Manage your organization’s members, roles, policies, and work settings in one central place.
The Members page allows administrators to:
- Create and invite new employees
- Edit or suspend existing members
- Configure approvers and leave policies
- Assign schedules and holiday calendars
- Export member data for audits or payroll
Only Admins and HR roles have permission to add, edit, or suspend members. Employees can view their own profile but not others.
Main Table
Each row represents a member record with all relevant details.
| Column | Description |
|---|---|
| Member | Displays full name, avatar, and email address |
| Team | The team the member belongs to (or “No team”) |
| Team Approver / Direct Approver | Users responsible for validating leave requests |
| Schedule | Work schedule (Company Default or custom) |
| Holiday Set | Assigned holiday calendar used for leave calculations |
| Role | The user’s role (Admin, HR, or Default) |
| Status | Current employment status Active or Suspended |
| Access | Displays the member’s login access state, Granted, Revoked, or Pending |
| Invitation | Indicates whether the user has accepted their invitation, Joined, Pending, or Expired |
| Actions | Quick controls to Edit, Deny Access, Adjust Schedule, or Suspend Member |
The Access and Invitation columns make it easier to track onboarding progress:
- Access = Granted → The member can log in.
- Access = Revoked → The account exists but login is disabled.
- Invitation = Joined → The user accepted their invite and is active.
- Invitation = Pending → Invite sent but not yet accepted.
- Invitation = Expired → The invitation link is no longer valid (after 72h).
You can filter or sort by Access and Invitation to identify:
- Members who haven’t activated their accounts
- Users with revoked credentials
- Fully onboarded staff
Bulk Assign Schedule & Holidays
When you select one or more members in the list, a new button appears in the top-right corner labeled:
Bulk Assign
This feature allows administrators to apply work schedules and/or holiday calendars to multiple users at once.
How to use:
-
Select one or several members using the checkboxes in the table.
-
Click Bulk Assign in the top-right corner.
-
The “Bulk Assign Schedule & Holidays” panel opens on the right.
-
Choose:
- Work Schedule → Company Default, Part-Time, or Full-Time
- Holiday Calendar → Default Tunisia, Default France
-
Review the schedule details (Working Days, Weekly Hours, Timezone).
-
Click Assign to Members to confirm.
| Field | Description |
|---|---|
| Work Schedule | Choose the company’s default or a custom schedule |
| Schedule Details | Displays weekly working hours, working days, and timezone |
| Holiday Calendar | Select a regional holiday set for leave calculations |
- Bulk Assign is perfect for onboarding new teams or updating all employees when company-wide schedule changes occur.
Bulk assignment overwrites existing schedules and holiday calendars for selected members.
Changes take effect immediately and may impact leave balance calculations.
Always review settings before confirming.
Exporting Member Data
Click the Export button in the top-right corner to download a .csv or .xlsx file.
Exports include all visible columns and can be used for:
- HR reports
- Payroll reconciliation
- Policy audits
Export respects active filters only the currently visible list will be downloaded.
Add New Member
Click “Add Member” to open the creation form. The form is divided into five main sections:
1️⃣ Basic Information
| Field | Description |
|---|---|
| First / Last Name | Required: used to generate the Employee Code |
| Required: used for login and notifications | |
| Employee Code | Auto-generated based on name |
| Job Title | Optional field |
| Hire / End Date | Defines employment duration |
| Phone | Optional |
| Address | Optional |
| Timezone / Locale | Define working timezone and language |
| Contract Type | Permanent / Temporary |
The email address is unique and tied to authentication.
Editing a member’s email later will reset their login credentials.
2️⃣ Copy Configuration
Use this feature to replicate settings from an existing member.
Ideal for onboarding multiple team members with identical setups (same team, approver, policies, and schedule).
Select an existing profile → all linked configurations are applied instantly.
3️⃣ Team & Role
Assign a role and structure:
| Field | Description |
|---|---|
| Role | Admin / HR / Employee |
| Team | Optional assignment |
| Team Approver | Auto-assigned from team |
| Direct Approver | Optional approver who overrides team approver |
| Permissions | Option: “Can see team leaves” (enabled for managers) |
Direct approvers are useful for specific approval hierarchies, when a team member reports to a different department head.
4️⃣ Leave Policies
Assign applicable leave policies to each member.
Supported types:
- Vacation
- Sick Leave
- Remote Work
- Maternity Leave
- Paternity Leave
Each policy includes:
- Carry-over rules
- Prorated calculation
- Hire date impact
- Rounding options
Example If hire date = November
5, 2025 → 20 vacation days × (1.9/12) = 3.17 ≈ 3.5 days (rounded up)
You can toggle “Consider hire date” to prorate the first year’s allowance automatically.
Great for onboarding mid-year employees.
5️⃣ Schedule & Holidays
Discover how to set up schedules and holidays.
| Section | Description |
|---|---|
| Work Schedule | Default (Company Standard) or custom |
| Schedule Details | Working days, weekly hours, and timezone |
| Holiday Calendar | Assign a predefined set (Switzerland, France) |
| Holiday Preview | Lists all holidays for the selected region |
Each member must have a Work Schedule and Holiday Set to ensure leave balance calculations are correct.
Final Step
At the bottom of the form:
- Create Member — Save without invitation
- Create & Invite — Send a welcome email immediately
Invited members will receive a login link and must activate their account. The login link can only be used once.
After that, the invite link expires.
Edit Member
Editing follows the same layout as creation. Admins can update:
- Contact information
- Role or approver
- Leave policies and schedules
When you modify a policy or schedule, changes take effect immediately and update all related balances.
Member Actions
In each row, the Actions column includes shortcuts for admin operations:
| Icon | Action | Description |
|---|---|---|
| Edit Member | Opens the edit form | |
| Deny Access | Revokes login rights temporarily | |
| Schedule Adjustments | Opens a yearly calendar to modify specific working days | |
| Suspend Member | Deactivates member access entirely |
The Schedule Adjustments view lets Admins and HR edit an employee’s working days for specific dates (exceptions or temporary schedule changes) without modifying the base schedule.
Adjustments are applied instantly and affect leave calculations and calendar visibility.
Suspending a member prevents them from requesting leave, but keeps their data and balances intact.
To permanently remove a user, contact your workspace administrator.
Pro Tips
Quick Onboarding: Use Copy Configuration + Create & Invite to onboard a full team in minutes. Approval Logic: Always assign a Team Approver otherwise, leave requests will remain pending.
Sync: All edits (approvers, policies, schedules) instantly sync with Requests, Calendar, and Allowances pages.