Staff directory

Employees & Onboarding Links

Employees are the internal staff directory and the bridge into payroll readiness. They can exist as records, invited employee viewers, or promoted team members.

  • Track employee name, email, job title, status, onboarding state, invite state, and activity.
  • Send or resend onboarding links from the Employees page.
  • Filter by active, invited, suspended, or removed status and search by name, email, or job title.
  • Edit employee profile details and promote eligible employee viewers when they need broader access.
  • Payroll profiles attach salary and bank details to employee records before payroll runs.

Fast answers

Easy FAQs

What should I do first after creating a business?

Open Business Settings, complete the company profile, set the currency, upload the logo, confirm billing, then add clients, inventory, or leads depending on what the business sells.

Why do I see a plan or upgrade message?

The app checks plan tier, subscription state, and usage caps before opening or changing protected records. A 402 response usually means the plan is free, inactive, or has reached a limit for that feature.

Which records can global search find?

Global search can find feature pages plus clients, leads, inventory, invoices, quotes, deals, projects, tasks, files, expenses, team members, and AI chats within the active company.

How do payment links stay safe?

Payment links use long random tokens. Share the generated link, receipt, PDF, or email with customers, not a dashboard URL. The invoice number helps the business identify a document but is not the secret.

Why is payroll not available for my business?

Payroll requires the right workspace access, Nigeria/NGN business setup, payroll-ready employee profiles, Paystack funding, and enough balance for salaries and fees.

What is Business Memory used for?

Business Memory stores durable company knowledge for Maximo AI: facts, preferences, style, source records, private notes, approved memories, retention rules, and conflict checks.

Can employees access the whole dashboard?

Not by default. Employee Viewer accounts can access profile settings, assigned tasks, and personal notifications until an administrator promotes them to broader team access.

Keep moving

Go back to the workspace with context.

Use the dashboard for the work itself, and return here when a user needs a fast explanation, a workflow map, or the right page link.

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