From leave to targets, your team's entire process is managed
Leave, medical leave, salary advances, personal targets, and onboarding/offboarding all run through the approval discipline you set — none of it stays stuck in someone's spreadsheet.
How It Works
Leave goes through two-stage approval.
Whether it's annual, medical, unpaid, or paid personal leave, a request first goes through HR approval, then the manager's; you can compare each employee's leave usage against the company average.
If a medical certificate isn't uploaded, it converts to unpaid leave automatically.
If you require a medical certificate, and an employee takes medical leave but doesn't upload the certificate within the window you've set, counted from their return date, the request converts to unpaid leave on its own; you decide whether to track this at all, and set the window however you like.
A salary advance moves from HR to the manager, then to accounting.
An advance request goes through HR approval first, then your manager's; once approved, a payment plan is created automatically and a payment task lands with your accounting team.
A fair target system measured by metrics.
For every employee, you set targets across metrics such as calls, calls answered, offers shared, appointments scheduled, appointments held, agency contacts, and the number of sales and rentals; the employee tracks their own progress on their own screen, in a day, week, month, year, or all-time view.
Days on leave don't unfairly lower a target.
While an employee is on leave, that period's target automatically scales down in proportion to the days they were out; an employee who rested isn't unfairly scored as underperforming at the end of the period.
A new hire and a veteran aren't held to the same scale.
In the all-time view, the changes in an employee's working arrangement over their career — moving from part-time to full-time, for example — are also factored in; the comparison stays genuinely fair.
Continuity through onboarding and offboarding.
When you invite a new employee, they're required to set their own password on first login. When an employee leaves, their active customers are transferred to the manager who processed the departure — so no customer relationship is ever lost.
Tips
- Leave/medical certificate: the employee creates the request, HR and the manager approve it in sequence.
- Advance: the employee requests it, HR and the manager approve it, a payment task lands with accounting.
- Setting targets: the manager enters the employee's targets from the team page.
- Tracking: the employee sees their own progress from the My Targets screen.