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All Modules · HR

Run your whole team,
from hire to payroll.

People, performance, attendance, payroll,and org structure — all in one place.

People, organized

Payroll, on time

Performance, clear

Inside HR

Everything it takes to run your team.

HR brings people, performance, attendance, and payroll under one roof. Instead of juggling spreadsheets and disconnected tools, you get a single system where every record, request, and pay run lives together — accurate, current, and ready when you need it.

Below, we walk through each section of the module — starting with the Dashboard, the live home your team lands on every time.

Overview

Your team's live home base.

Dashboard

Your whole team at a glance.

A live HR home that surfaces headcount, pending approvals, and what needs your attention the moment you log in.

HR Dashboard

Snapshot of the workforce, contracts and payroll for 2026.

Org Chart
Today7 Days30 DaysYearCustom
All Departments

Total Employees

0

all active

W-2 vs 1099

0/0

employees / contractors

Contracts Expiring

0

next 30 days

Payroll YTD

$0K

12 periods · 11 completed

Headcount by Department

0Employees
Sales
Eng
Ops
Support
HR

Teams

5

Largest · Sales

14

Avg / team

10

Employment Type Mix

Team0
W-2 Full-time3879%
1099 Contractor613%
Part-time48%
People

Profiles, performance, and structure.

People

Every person, fully on record.

Profiles, roles, documents, pay and history — all in one trusted directory. A guided intake takes any new hire from blank to fully on record, step by step.

Add an employee, captured end to end.

01

People

Employees & contractors, one roster

Manage W-2 employees and 1099 contractors side by side — headcount, birthdays and expiring contracts at a glance, with MyADP and paperless status per person.

  • W-2 employees & 1099 contractors
  • Birthdays & expiring contracts
  • MyADP & paperless status
02

Personal

Capture who they are

Name, photo, demographics and identity documents — the foundation of every employee record.

  • Identity & demographics
  • ID documents on file
  • Birth & nationality details
03

Contact Info

How to reach them

Emails, phones, residence and mailing addresses, plus emergency contacts — everything to stay in touch.

  • Emails & phone numbers
  • Residence & mailing address
  • Emergency contacts
04

Job Details

Position, contract & salary

Assign an org unit and position, set the hire date and manager, then define employment type, classification and pay.

  • Org unit & position
  • Hire date & direct manager
  • Employment type & pay
05

Payment

How they get paid

Enable one or more methods — bank transfer, check or cash. The primary one is used for payslips and reports.

  • Bank transfer · ACH · wire
  • Check or cash
  • Primary method for payslips
06

Tax Withholding

W-4 federal withholding

Filing status, dependents, extra withholding and exemptions — captured straight from Form W-4 so payroll is accurate.

  • Filing status & dependents
  • Extra withholding
  • Exempt handling
07

Benefits

Health, 401(k) & deductions

Enroll in employer-sponsored health plans and pre-tax retirement contributions, with effective dates and employer match.

  • Medical, dental & vision
  • 401(k) with employer match
  • Pre-tax deductions
08

Evaluation

Rehire eligibility & history

Flag rehire eligibility for HR — reviews, disciplinary actions and training history are on the way — then create the employee.

  • Rehire eligibility
  • Evaluation history (coming soon)
  • One click to create
Scroll to explore
donefy.io · HR · People

People

Manage employees and contractors.

Add new employee (W-2)

Hire and onboard a W-2 employee.

Add new contractor (1099)

Add an independent 1099 contractor.

TOTAL EMPLOYEES

38

Active workforce

UPCOMING BIRTHDAYS

1

In the next 4 days

EXPIRING CONTRACTS

2

Requires action

Customize columns ▾ Add Employee
#NameMyADPPaperlessDepartmentPositionContractTypeSalaryStatus
1MCMichael Cartermichael.carter@brightwave.ioREGISTERED W-2Maintenance & SupportSupport Lead👑INDEFINITEEmployee · Full-timeSalaried$92,000ACTIVE
2EREmily Rodriguezemily.rodriguez@brightwave.ioNot registered W-2OperationsInstallation SupervisorFIXED-TERMExp. Aug 2, 2026TemporaryHourlyACTIVE
3DTDavid Thompsondavid.thompson@brightwave.ioNot registered 1099EngineeringSolar EngineerFIXED-TERMExp. Jul 10, 2026Contractor (1099)Salaried$130,000ACTIVE
4SMSarah Mitchellsarah.mitchell@brightwave.ioREGISTERED W-2EngineeringEngineering Lead👑INDEFINITEEmployee · Full-timeSalaried$135,000ACTIVE
0 of 38 row(s) selected.Page 1 of 13
donefy.io · HR · Wizard

Add Employee

A guided intake — identity, contact, role, pay, tax, benefits and rehire history, all in one flow.

MCJPG, PNG · 5MB

First Name *

Michael

Middle / 2nd Last

(optional)

Last Name *

Carter

Preferred Name

Mike

Birth Date

Mar 15th, 1990

Gender

Male

IDENTIFICATION

Document Type

Passport

Document Number

4827193055

Issuing Country

United States

Issue Date

Sep 6th, 2021

Expiry Date

Sep 6th, 2031

PERSONAL

Nationality

United States

Marital Status

Single

Birth City

Austin

Birth State

Texas

Birth Country

United States
CancelNext
donefy.io · HR · Wizard

Add Employee

A guided intake — identity, contact, role, pay, tax, benefits and rehire history, all in one flow.

CONTACT

Primary Email *

michael.carter@brightwave.io

Personal Email

michael.carter@gmail.com

Corporate Email

user@company.com

Mobile Phone

+1 234 567 8900

Home Phone

+1 469 123 4567

Work Phone

+1 469 001 2233

Preferred Contact

Mobile phone

RESIDENCE ADDRESS

Home Address

2810 Gould Street, Dallas, TX, 75215, United States

Housing Type

Owned

MAILING ADDRESS

Same as residence address

EMERGENCY CONTACTS

Add up to several. Mark one as primary.

Add contact
SC

Sarah Carter PRIMARY

Spouse · +1 469 555 0142

BackNext
donefy.io · HR · Wizard

Add Employee

A guided intake — identity, contact, role, pay, tax, benefits and rehire history, all in one flow.

Position Assignment

+ New unit

Org unit (active org chart) and a vacant position.

Organizational Unit *

Operations

Position *

Operations Coordinator

Hire Date *

Jun 30th, 2025

Direct Manager

Sarah Mitchell

Active

Employee is currently active

Contract Information

Texas At-Will Employment by default · classification & pay.

Employment Type

W-2 · Full-time

FLSA Classification

Exempt (salaried)

Pay Frequency

Bi-weekly

Annual Salary (USD)

$72,000
BackNext
donefy.io · HR · Wizard

Add Employee

A guided intake — identity, contact, role, pay, tax, benefits and rehire history, all in one flow.

Payment Methods

Enable one or more methods · the Primary one is used for payslips and reports.

Bank Transfer ★ PRIMARY

Direct deposit · ACH · Wire

Bank Name

Wells Fargo

Routing Number

109829475

Account Number

202068754

Check

Paper check · last 4 digits of account on stub

Cash

In-person cash payment · no account required

Digital WalletCOMING SOON

PayPal · Venmo · Zelle · Cash App

BackNext
donefy.io · HR · Wizard

Add Employee

A guided intake — identity, contact, role, pay, tax, benefits and rehire history, all in one flow.

Federal Tax Withholding (Form W-4) — used to calculate federal income tax withheld each pay period · IRS Form W-4 (2020+ revision).

FILING STATUS

Filing Status *

Single or Married filing separately

W-4 Signed Date *

Jun 28th, 2025

Multiple Jobs / Spouse Works

W-4 Step 2(c) — applies if employee or spouse has another job.

STEP 3 · CLAIM DEPENDENTS

Qualifying children (under 17)

2 × $2,000

Other dependents

0 × $500

Total Dependent Credits (USD)

$4,000

STEP 4 · OTHER ADJUSTMENTS (OPTIONAL)

Other Income (USD/yr)

$0

Deductions (USD/yr)

$0

Extra Withholding (USD/period)

$0

Exempt from withholding

Met both conditions on Form W-4

BackNext
donefy.io · HR · Wizard

Add Employee

A guided intake — identity, contact, role, pay, tax, benefits and rehire history, all in one flow.

Enrolled in Health Plan

Employer-sponsored medical, dental & vision.

Plan Name

Green Cross

Coverage Level

Employee Only

Employee Contribution

$250 / period

Effective Date

Jun 9th, 2026

Enrolled in 401(k)

Pre-tax contributions reduce federal taxable income · employer match if applicable.

Contribution

6% of pay

Employer Match

4% (100%)

Effective Date

Jul 1st, 2025

Other Deductions

Voluntary deductions: HSA, FSA, life insurance, union dues, etc.

Add deduction

HSA — Health Savings Account

Pre-tax · $75 / period

BackNext
donefy.io · HR · Wizard

Add Employee

A guided intake — identity, contact, role, pay, tax, benefits and rehire history, all in one flow.

Everything is ready. Review rehire eligibility, then create the employee.

Rehire Eligibility

Used by HR when reviewing past employees for re-employment.

Eligible for Rehire

May be considered for future rehire.

READY TO CREATE

MC

Michael Carter

Operations Coordinator · W-2 Full-time · $72,000 · Starts Jun 30, 2025

Additional evaluation fields (performance reviews, disciplinary actions, training history) will be added in a future iteration.

BackCreate
People01 / 08

Performance

Reviews that actually land.

Run goals, feedback, and ratings in one flow so growth conversations are consistent and never slip.

donefy.io · HR · Performance
Performance
Performance Cycles

Performance

Annual individual operating plans (POAI), scored periodically.

Refresh New plan

Cycle 2026 is active · Quarterly · 4 plans registered.

Search by employeeCycle 2026 All statuses
EmployeeCycleObjectivesStatusScoreUpdated
MCMichael CarterCycle 20265 objectivesApproved92Jun 24
EREmily RodriguezCycle 20264 objectivesIn review88Jun 22
DTDavid ThompsonCycle 20266 objectivesScored95Jun 20
SMSarah MitchellCycle 20265 objectivesSubmittedJun 18

Org Chart

See how your team connects.

A live, interactive map of reporting lines that updates the instant your structure changes.

donefy.io · HR · Org Chart
Org Chart
Org Charts
Org Chart|0 nodes| Add unit

No org chart loaded

Activate an org chart from Settings → Org Charts to start editing.

Time & Attendance

Hours, presence, schedules, and time off.

Attendance

Hours tracked, no spreadsheets.

Clock-ins, shifts, and presence captured automatically and ready to feed straight into payroll.

donefy.io · HR · Attendance

Attendance

Daily attendance entries with auto-computed regular vs overtime hours.

Refresh New entry
DateEmployeeStatusInOutBreakRegOTAppr
Jun 27EREmily RodriguezPresent09:0506:10308.01.1
Jun 26DTDavid ThompsonRemote08:3004:30308.00.0
Jun 25SMSarah MitchellLate09:4505:30307.70.0pending
Jun 24JWJames WilsonPresent08:1005:05308.00.5
Jun 23OBOlivia BennettRemote08:4505:00308.00.0

Time Off

Leave requests, sorted in seconds.

Employees request, managers approve, and balances update themselves — all in one tidy workflow.

donefy.io · HR · Time Off

Time Off

Manage leave requests and approvals.

Refresh New request
EmployeeTypeDatesDaysReasonStatus
EREmily RodriguezVacationJul 61 dayFamily eventPending
DTDavid ThompsonPersonalJul 9½ dayDMV appointmentApproved
SMSarah MitchellPermissionJun 246hBank errandRejected
JWJames WilsonVacationJul 14 – 185 daysFamily tripApproved
OBOlivia BennettSick LeaveJul 21 dayMedicalPending

Timecards

Every shift, stamped and stored.

Review, edit, and approve timecards before they hit payroll — clean hours, no surprises.

donefy.io · HR · Timecards

Timecards

Review, edit, and approve your team's hours — approved time feeds payroll.

DailyWeeklyMonthlyCustom
Jul 6 – Jul 12, 2026
TimecardsRequestsActivity
Search employee…All departments All statuses 38 of 38 employees
200h workedOT 6h
EmployeeMon6Tue7Wed8Thu9Fri10Sat11Sun12Reg / OTWeek
Michael Carter8h8h8h8h8h40 / 242h
Emily Rodriguez8h8h4h8h8h36 / 036h
David Thompson8h8h8h8h8h4h40 / 444h
Sarah Mitchell8h8h8h8h8h40 / 040h
James Wilson8h6h8h8h8h38 / 038h

My Time

Clock in from anywhere.

Employees punch in and out from web or mobile and watch their hours add up in real time.

donefy.io · HR · My Time

My Time

Tuesday, July 7, 2026

5:02:41 PM

Working since 8:00 AM

08:17:41

Start lunch Start break Clock out

Punch out for lunch and breaks to track them separately.

Today

Clock in

8:00 AM

Clock out

Break

45 min

Hours

in progress

Punches

Work8:00 AM – 12:15 PM 4.25h
Lunch12:15 PM – 1:00 PM 45m
Work1:00 PM – now

My Timecard

Your hours, always visible.

Each employee reviews and signs off their own timecard, so corrections happen before payday.

donefy.io · HR · My Timecard

My Timecard

Michael Carter

Review your time, then request a correction if something looks off — your manager approves it.

DailyWeeklyMonthlyCustom
Jul 6 – Jul 12, 2026

Hours worked

0h

Regular

0h

Overtime

0h

Days worked

0

all approved

Hours by day

Work Lunch Break

Tue

Overtime : 1h

Regular : 8h

MonTueWedThuFriSatSun

Team Schedule

Who works when, at a glance.

A shared calendar of everyone's shifts so managers spot gaps and overlaps instantly.

donefy.io · HR · Team Schedule

Team Schedule

Who's scheduled to work this week, from each employee's schedule template.

Jul 6 – Jul 12, 2026 Manage schedules
5 scheduled 192h planned 1 without a schedule
EmployeeMon6Tue7Wed8Thu9Fri10Sat11Sun12Week
Michael Carter9–59–59–59–59–5OffOff40h
Emily Rodriguez9–59–59–59–5OffOffOff32h
David Thompson7–37–37–37–37–3OffOff40h
Sarah Mitchell9–59–59–59–59–5OffOff40h
James WilsonOff11–711–711–711–711–7Off40h
Olivia Bennettno scheduleOffOffOffOffOffOffOff0h

Time Reports

Hours turned into insight.

Slice tracked time by person, team, or period and export it straight for payroll or billing.

donefy.io · HR · Time Reports

Time Reports

Hours worked by employee or department — export for payroll or auditing.

Export CSV
This weekLast weekThis monthLast monthCustomBy employeeBy department
318.50h totalReg 311.00hOT 7.50h 8 employees 1 unapproved records
EmployeeDepartmentRegular hOT hTotal hPresentAbsentLeaveHolidayUnapproved
Michael CarterOperations40.002.0042.0050000
Emily RodriguezSales Department36.000.0036.0040100
David ThompsonEngineering Department40.004.0044.0050000
Sarah MitchellEngineering Department40.000.0040.0050000
James WilsonField Service40.001.5041.5050000
Olivia BennettDesign and Planning Department40.000.0040.0050000
William BrooksAccounting Department38.000.0038.0041001
Ava MorganAdministrative Division37.000.0037.0040010
Payroll

Pay runs, adjustments, taxes, and reports.

Payroll

Pay everyone, accurately.

Turn hours, adjustments, and components into precise pay runs your team can count on every cycle.

donefy.io · HR · Payroll

Payroll Management

Manage employee salaries and payment periods.

Generate New Payroll
Year:2026

Total Periods

0

in 2026

Total Paid YTD

$0

across all completed periods

Pending Periods

0

draft or published

Completed Periods

0

fully processed

Period NameDate RangeTypeTotal AmountStatusActions

No payroll periods found for 2026.

Adjustments

Bonuses and deductions, handled.

Add one-off and recurring changes to pay with a clear trail of who changed what and why.

donefy.io · HR · Adjustments

Adjustments

Manage commissions, bonuses, discounts and other salary adjustments.

All Employees All Types All Statuses

All Adjustments

5 adjustments found

Customize columns Add Adjustment
#EmployeeTypeAmountDateNoteStatus
1EREmily RodriguezBonus+$1,500Jun 28Q2 performance bonusApproved
2DTDavid ThompsonReimbursement+$320Jun 25Travel expenses — client visitPending
3SMSarah MitchellDiscount−$150Jun 24Equipment loan repaymentDraft
4JWJames WilsonDeduction−$90Jun 22Cafeteria balanceApproved
5OBOlivia BennettBonus+$800Jun 21Referral bonusApproved

Tax Forms

Tax paperwork, ready to file.

Generate and store the right forms for every employee so compliance is one less thing to chase.

donefy.io · HR · Tax Forms

Tax Forms

Year-end W-2 (employees) and 1099-NEC (independent contractors) summaries.

Year:20262025202420232022
W-2 (4)
1099-NEC (3)

W-2 Employees

4

with paid entries in 2026

Total Wages (Box 1)

$257,480

federal taxable wages

Federal Tax Withheld (Box 2)

$33,240

remitted to the IRS

Recipient copies (Copy B/C). Official Copy A filed via an IRS-approved provider.

Download all W-2 (PDF)
EmployeeBox 1·WagesBox 2·FITBox 3·SSBox 4·SS taxBox 5·MedBox 6·Med taxBox 12
MCMichael Carter$64,680$8,540$69,000$4,278$69,000$1,001D $4,320
EREmily Rodriguez$78,500$11,200$81,000$5,022$81,000$1,175D $5,040
SMSarah Mitchell$60,200$7,400$62,500$3,875$62,500$906
JWJames Wilson$54,100$6,100$56,000$3,472$56,000$812DD $9,600

Taxes

Withholdings without the math.

Configure federal, state, and local taxes once and let every pay run calculate itself correctly.

donefy.io · HR · Taxes

Taxes

Your payroll tax liabilities, deposits, and filings at a glance.

20252026 Tax forms & filings

YTD tax liability

$105,110.45

FIT $56,670.20 · FICA $48,440.25

Outstanding deposits

$12,480.55

1 pending payment(s)

Next due

Jul 15, 2026

Form 941 · Q2 deposit

Completed

14

filings & deposits recorded

Quarterly liability (2026)

Q3 · QTD

FICA : $4,850.00

Income tax : $5,620.00

Q1Q2Q3Q4
FICA Income tax

Activity log

Every change, on the record.

A complete audit trail of payroll edits and approvals — who did what, and exactly when.

donefy.io · HR · Activity log

Payroll activity log

Permanent, tamper-proof record of every payroll action. Entries can never be edited or deleted — even voiding or deleting a run is recorded here.

Action

All actions

From

Pick a date

To

Pick a date
7 events
34 payments released for run Jul 1 – Jul 15 — $118,420.16 total.Jul 10 · 3:25 PMPAYMENTS RELEASED
Payment released to Emily Rodriguez — $2,584.62 via direct deposit.Jul 10 · 3:22 PMPAYMENT RELEASED
Run Jul 1 – Jul 15 sent to Accounting for disbursement.Jul 8 · 8:41 AMSENT TO ACCOUNTING
Sarah Mitchell approved the run — 38 employees, $142,610.40 gross.Jul 8 · 8:40 AMRUN APPROVED (HR)
Michael Carter updated David Thompson's entry — overtime 2.0h → 4.0h.Jul 7 · 11:05 AMENTRY UPDATED
Olivia Bennett added to the run (Standard schedule · 40h).Jul 7 · 9:20 AMEMPLOYEE ADDED
Sarah Mitchell created pay run Jul 1 – Jul 15, 2026 (38 employees).Jul 7 · 9:14 AMRUN CREATED

Payroll Reports

Payroll, fully transparent.

Cost, taxes, and totals by period or department — ready for your accountant in one click.

donefy.io · HR · Payroll Reports

Payroll reporting

Pull earnings, taxes and deductions by employee or period — and generate year-end W-2 & 1099-NEC forms.

Employee earningsPayroll summaryYear-end & tax forms
RangeYear to date Dec 31st, 2025 July 6th, 2026All employees CSV

Employees

13

Gross

$1,236,500.00

Taxes

$459,407.39

Deductions

$370.00

Net paid

$776,722.61

Top earners — gross vs. net

RobertAndrewPatriciaSarahDavidJamesOliviaEmily
Gross Net
Benefits

Coverage and perks for your people.

Benefits

Coverage your team can count on.

Set up health, dental, and retirement plans and enroll employees without the paperwork shuffle.

donefy.io · HR · Benefits

Benefits

Your benefit plan catalog — enrollments flow straight into payroll deductions.

New plan
4 active plans 42 enrollments
PlanTypeCarrierCost / periodEnrolledStatusActions
Medical PPOMedicalGreen Cross$250.0014Active Roster
Dental PlusDentalBrightSmile Dental$32.0011Active Roster
401(k) Retirement401(k)Fidelity6% of pay9Active Roster
Vision CareVisionClearView$12.508Active Roster

My Benefits

Each person's perks, self-served.

Employees see their own coverage, costs, and dependents — and enroll right from their portal.

donefy.io · HR · My Benefits

My Benefits

Your current elections and what they cost per paycheck.

Per paycheck

$1,100.00

3 active · 2 drafts

General Medicine ACTIVENew Employees · Medical · Employee only$450.00 / paycheckEffective Jul 1, 2026
Dental ACTIVEDental Plus · BrightSmile Dental · Employee only$320.00 / paycheckEffective Jul 1, 2026
Born Child ACTIVEDependent added to Medical · Employee + children tier+$330.00 / paycheckLife event · Aug 1, 2026
Vision CareDRAFTClearView · Employee only$125.00 / paycheckPending HR approval
401(k) RetirementDRAFTFidelity · pre-tax · 6% of pay · 4% match$1,661.50 / paycheckPending HR approval

Active elections are deducted automatically each pay period — drafts apply once HR approves them.

Reports

The numbers behind your workforce.

Reports

Your people data, decision-ready.

Headcount, turnover, time, and pay in configurable reports you can filter and export in seconds.

donefy.io · HR · Reports

Reports

Every payroll, tax, time, and people report in one place.

PAYROLL

Payroll summaryTotals per run — gross, taxes, net.
Payroll runsEvery pay period with status.
AdjustmentsBonuses & deductions applied.

TAXES

Tax liabilityQuarterly liability & deposits.
W-2s / 1099s / 941Year-end & quarterly forms.

TIME

Time reportHours by employee or department.
TimecardsWeekly grid with approvals.

PEOPLE

Employee directoryRoster with type & status.
Benefits enrollmentPlans with enrolled rosters.

Payroll summary

Totals per run in the period — aggregate only, no per-employee detail.

December 31st, 2025 July 6th, 2026 CSV
PeriodPay dateTypeEmployeesGrossTaxesDeductionsNet pay
SS-2026-05May 30, 2026PAID13$118,300.00$43,020.45$370.00$74,909.55
SS-2026-06Jun 30, 2026REVIEW13$121,450.00$44,187.20$370.00$76,892.80
Total (2 runs)26$239,750.00$87,207.65$740.00$151,802.35
Workspace

Shared knowledge for the whole team.

Knowledge Base

Answers your team can self-serve.

Policies, guides, and how-tos in one searchable home so HR isn't fielding the same questions twice.

HR Knowledge Base

Knowledge Base

Company knowledge, policies and onboarding guides

New Article
AllPublishedDraftsArchived
Search articles…

Employee Handbook

Draft

Everything you need to know.

Company

Sarah Mitchell · HR · about 2 months ago

Code of Ethics & Conduct

Draft

How we work together.

Company

Sarah Mitchell · HR · 3 months ago

Company Overview

Draft

Mission, vision & values.

Company

Sarah Mitchell · HR · 4 months ago

Workplace Rules & Policies

Draft

Attendance, safety, conduct.

Company

Sarah Mitchell · HR · 5 months ago

Your Role & Responsibilities

Draft

What your position covers.

Company

Sarah Mitchell · HR · 5 months ago

Onboarding & Your Profile

Draft

Your first week, step by step.

Company

Sarah Mitchell · HR · 6 months ago

Settings

Configure how HR runs for your org.

Org Charts

Design the structure behind the chart.

Build, edit, and manage the org charts that power your live view — set hierarchies before they go on display.

donefy.io · HR · Org Charts

Org Charts

Manage organizational charts. Only one chart can be active at a time — the active one is shown as the company structure.

Name Filter… Customize columns New Org Chart
#NameDescriptionStatusActions
1Sales ChartSales agents and SupervisorActive
2Engineering ChartEng teams & leadsDraft
3Marketing Team ChartMarketing & growthDraft
4Customer Success ChartSupport & onboardingDraft
5Field Operations 2026Installers & dispatchDraft
6Executive LeadershipC-suite & VPsDraft
7Operations 2025Last year's structureArchived

Positions

Every role, clearly defined.

Define titles, levels, and responsibilities so every hire and promotion maps to a real seat.

donefy.io · HR · Positions

Positions

Manage job positions and roles

Customize columns Add Position
CodePosition NameOrg UnitHeadLevelFilled/TargetSalaryStatusDescription
supSupervisorSales YesL31 / 1Scale BFilledSales team supervisor
agtAgentSalesNoL13 / 52 openScale AOpenSales agent — field & calls
extcExternal ConsultantSalesNoL41 / 21 openOpenExternal advisory — partners
acctAccount ManagerSalesNoL22 / 31 openScale BOpenManage key client accounts
ofmOffice ManagerOperations YesL31 / 1Scale BFilledRuns day-to-day operations

Salary Components

Build pay from the ground up.

Set base, allowances, and benefits as reusable building blocks that plug straight into payroll.

donefy.io · HR · Salary Components

Salary Components

Catalog of reusable pay, deduction, and tax concepts used by payroll.

Refresh Seed defaults New component
CodeNameCategoryFITFICA§125Active
EARNING
OVERTIMEOvertime Pay1.5× after 40h / weekEarningYesYesNoActive
COMMISSIONSales CommissionPercent of closed dealsEarningYesYesNoActive
EMPLOYER CONTRIBUTION
ADDITIONALNo working daysFor employees who work after regular business hoursEmployer contributionYesYesNoInactive
MATCH_401K401(k) MatchEmployer retirement matchEmployer contributionNoNoNoActive
DEDUCTION
HEALTHHealth InsurancePre-tax medical premiumDeductionNoNoYesActive
DENTALDental InsurancePre-tax dental premiumDeductionNoNoYesActive

Holidays

One calendar everyone shares.

Define company and regional holidays once so leave, attendance, and payroll all stay in sync.

donefy.io · HR · Holidays

Holidays

Tenant labor calendar. Drives holiday pay multipliers for Non-exempt employees.

2026 Refresh New holiday
DateNameTypePaidMultiplierRecurringActive
Jan 1, 2026New Year's DayFederal holiday — office closed.FederalYes1.5×YesActive
Mar 15, 2026Company AnniversaryFounders day celebration.CompanyYesYesActive
Sep 7, 2026Labor DayFederal holiday — office closed.FederalYes1.5×YesActive
Nov 26, 2026ThanksgivingFederal holiday — double pay.FederalYesYesActive
Dec 25, 2026Christmas DayFederal holiday — double pay.FederalYesYesActive

Module Preferences

Tune HR to fit how you work.

Configure rules, defaults, and policies so the whole module behaves exactly the way your team needs.

donefy.io · HR · Module Preferences

Module Preferences

Tenant-wide defaults for HR.

Reload Save changes

Payroll defaults

Applies to new payroll runs and overtime calculation.

Default pay frequency

Biweekly

Period start day

1

For semi-monthly / monthly cycles only.

Weekly OT threshold (hours)

40

OT multiplier

1.5
Enable double-time (2× pay)
Auto-approve Period Pay adjustments

Salary defaults

Used when creating new employees.

Default salary type

Salary

Currency

USD

Default hourly rate

0

Holidays

Defaults applied when computing holiday pay.

Default pay multiplier

1.5

Country

US

State

TX

Display

Formatting defaults across the module.

Locale

en-US

Timezone

America/Chicago

Date format

MM/DD/YYYY

Schedules

Plan shifts without the chaos.

Build rotations and working patterns once and let attendance and payroll follow them automatically.

donefy.io · HR · Schedules

Schedules

Define each employee's expected weekly work pattern. Used by attendance and payroll.

Refresh New schedule
EmployeeNameHours/weekEffectiveActive
EREmily RodriguezSales shift40 hJun 1, 2026Active
DTDavid ThompsonRemote flex32 hMay 15, 2026Active
SMSarah MitchellPart-time20 hApr 1, 2026Active
JWJames WilsonSales shift40 hMar 1, 2026Active
OBOlivia BennettNight shift38 hFeb 15, 2026Active

Leave Types

Define every kind of time off.

Set up vacation, sick, and custom leave with their own rules so requests always follow your policy.

donefy.io · HR · Leave Types

Leave Types

Catalog of leave categories (PTO, Sick, Bereavement, etc.) with accrual policies.

Refresh Seed defaults New type
CodeNamePaidAccrual/yrMaxCarry-overApprovalActive
SICKSick LeaveYes5d4010dOptionalActive
BEREAVEBereavementYes3d3OptionalActive
JURYJury DutyYes0d0RequiredActive
UNPAIDUnpaid LeaveNo0d0RequiredActive

Agreements

Contracts, signed and stored.

Issue, track, and archive employment agreements so every commitment is documented and easy to find.

Inside Agreements

From sent to signed, tracked end to end.

01

Agreements

Every contract in one list

Issue, send and sign — every employment agreement and its status live in a single sortable list, linked to the right employee.

  • Sortable, filterable table
  • Document, signers, and dates
  • Linked to the right employee
02

Statuses

Status without chasing

Drafts, Pending, Viewed, Signed, Declined, Expired — filter to exactly what needs attention, with live counts.

  • Live status tabs with counts
  • Spot what's pending instantly
  • Nothing slips through
03

Signed record

Proof, fully signed

When the employee and company sign, donefy seals the record — timestamped, attributed, and ready to archive.

  • Fully-signed confirmation
  • Created & signed timestamps
  • Signer list on every doc
04

Signed PDF

Audit-ready documents

Open or download the legally binding signed employment contract — every clause, every term, stored securely.

  • Full multi-page PDF viewer
  • Download a signed copy anytime
  • Secure, traceable storage
Scroll to explore

Brightwave Inc.

Empowering Teams

Filter menu
CRM
Sales
Customer
Dealer
Marketing
Projects
Site Manager
HR
Third Party
Settings
SM

Sarah Mitchell

HR Manager

HRAgreements
9+

Agreements

Employment agreements and contracts

New Agreement
All27
Drafts0
Pending2
Viewed7
Signed18
Declined0
Expired0
Document Name
Filter...
Customize columns
#Document NameStatusSignersLinked ToDate
1
Employment Agreement#EA-1042
Signed
MC

Michael Carter

michael.carter@brightwave.io

Employee

about 1 month ago

Signed

2
Offer Letter#OL-1041
Viewed
ER

Emily Rodriguez

emily.r@brightwave.io

Employee

about 1 month ago

Updated

3
NDA#ND-1040
Signed
DT

David Thompson

david.t@brightwave.io

Employee

about 1 month ago

Signed

4
Employment Agreement#EA-1039
Signed
SM

Sarah Mitchell

sarah.m@brightwave.io

Employee

about 1 month ago

Signed

5
Contractor Agreement#CA-1038
Signed
OB

Olivia Brooks

olivia.b@brightwave.io

Employee

about 2 months ago

Signed

6
Offer Letter#OL-1037
Pending
NP

Noah Park

noah.p@brightwave.io

Employee

about 2 months ago

Updated

7
Employment Agreement#EA-1036
Signed
AC

Ava Chen

ava.c@brightwave.io

Employee

about 2 months ago

Signed

8
NDA#ND-1035
Viewed
LO

Liam Ortiz

liam.o@brightwave.io

Employee

2 months ago

Updated

Brightwave Inc.

Empowering Teams

Filter menu
CRM
Sales
Customer
Dealer
Marketing
Projects
Site Manager
HR
Third Party
Settings
SM

Sarah Mitchell

HR Manager

HRAgreements
9+

Agreements

Employment agreements and contracts

New Agreement
All27
Drafts0
Pending2
Viewed7
Signed18
Declined0
Expired0
Document Name
Filter...
Customize columns
#Document NameStatusSignersLinked ToDate
1
Offer Letter#OL-1037
Pending
NP

Noah Park

noah.p@brightwave.io

Employee

about 2 months ago

Updated

2
Contractor Agreement#CA-1029
Pending
DR

Daniel Reed

daniel.r@brightwave.io

Employee

3 months ago

Updated

0 of 2 row(s) selected.
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50
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Brightwave Inc.

Empowering Teams

Filter menu
CRM
Sales
Customer
Dealer
Marketing
Projects
Site Manager
HR
Third Party
Settings
SM

Sarah Mitchell

HR Manager

HRea-1042-michael-carter…
9+

EMPLOYMENT

AGREEMENT

Employment Agreement

#EA-1042

Fully Signed

The employee and company have signed this agreement.

View signed PDF
Download Signed PDF

DETAILS

CreatedJun 30, 2026
SignedJun 30, 2026
NumberEA-1042

SIGNERS · 1

MC

Michael Carter Employee

michael.carter@brightwave.io

Brightwave Inc.

Empowering Teams

Filter menu
CRM
Sales
Customer
Dealer
Marketing
Projects
Site Manager
HR
Third Party
Settings
SM

Sarah Mitchell

HR Manager

HRea-1042-michael-carter…
9+
ea-1042-signed.pdf1 / 6
80%

THIS AGREEMENT IS GOVERNED BY THE EMPLOYMENT LAWS OF THE STATE OF TEXAS.

EMPLOYMENT AGREEMENT
Employee:Michael Carter
Position:Operations Coordinator
Dept:Operations
Email:michael.carter@brightwave.io
Phone:555 234 8900
Employment Type:W-2 · Full-time
FLSA:Exempt
Start Date:Jun 30, 2026
Manager:Sarah Mitchell
Work Location:Dallas, TX
Schedule:Mon–Fri 9–5
COMPENSATION & TERMS
Annual Salary:$72,000.00
Pay:Bi-weekly
Benefits:Health + 401(k)
PTO:7 days / yr
Employment Agreement

#EA-1042

Fully Signed

The employee and company have signed this agreement.

Hide PDF
Download Signed PDF

DETAILS

CreatedJun 30, 2026
SignedJun 30, 2026
NumberEA-1042

SIGNERS · 1

MC

Michael Carter Employee

michael.carter@brightwave.io

Agreements01 / 04

Performance Cycles

Review seasons that run themselves.

Schedule recurring review periods so goals, feedback, and ratings happen on time, every quarter.

donefy.io · HR · Performance Cycles

Performance Cycles

Annual evaluation cycles with configurable cadence. Only one cycle can be ACTIVE at a time.

Refresh New cycle
NameYearCadenceRangeStatusActions
Cycle 20261st Semester2026Semi-annual (2 periods)Jan 1 → May 31, 2026Completed
Cycle 2025Annual review2025Annual (1 period)Jan 1 → Dec 31, 2025Completed
Cycle 2027Planning2027Quarterly (4 periods)Jan 1 → Dec 31, 2027DRAFT

Compensation

Pay bands that keep you fair.

Define compensation structures per position and level so offers and raises follow a clear policy.

donefy.io · HR · Compensation

Compensation

Plans, pay grades, bonuses, allowances, merit guidelines and salary components — one place for every comp structure.

PlansPay GradesBonus & IncentivesAllowancesMerit GuidelinesSalary Components

Build and assign commission & compensation plans. Payout calculation runs in Sales › Commissions.

New plan
Construction / RoofingActive

Closers earn a percentage of the job's gross profit (contract value minus cost).

Gross-profit marginRoofing / Construction

All reps · Payout on customer paid

Solar — PPW MarginActive

Reps earn the price-per-watt sold above the company redline, times system watts.

PPW margin (redline)Solar

All reps · Payout on install complete +7d

Water PurificationActive

Direct-sales reps earn a flat amount per unit sold plus a bonus on larger systems.

Flat amount per dealBonus (threshold)Water Purification

All reps · Payout on install complete

Departments

Teams, mapped and managed.

Create departments and assign people so reporting, budgets, and org charts stay organized.

donefy.io · HR · Departments

Departments

Manage company departments

Name Filter...Add Department
#NameDescription
1Executive OfficeCompany leadership, strategy and corporate governance.
2Human ResourcesHiring, onboarding, benefits and employee relations.
3Finance & AccountingBudgeting, payroll accounting, AP/AR and financial reporting.
4SalesInbound and outbound revenue, quotas and account growth.
5MarketingBrand, campaigns, content and demand generation.
6EngineeringProduct development, infrastructure and technical standards.
7OperationsScheduling, logistics and day-to-day service delivery.
8Customer SupportTickets, SLAs and post-sale customer care.
9IT & SecurityInternal systems, devices, access and data protection.

9 departments

Benefits

Three reasons teams run better on donefy.

One source of truth. Payroll without the panic. People who grow with you.

One source of truth for your team — 3D illustration

One source of truth for your team

Every employee, role, and record lives in one place your whole team can trust.

Payroll without the panic — 3D illustration

Payroll without the panic

Hours, adjustments, and tax forms flow straight into payroll — accurate, every cycle.

People who grow with you — 3D illustration

People who grow with you

Performance cycles and clear org structure help your team grow in the right direction.

No credit card required.

Give your team one place to run on.

Bring people, payroll, and performance together today — free to start.

People, organized

Payroll, on time

Performance, clear