Employee records
Profiles, positions, departments and documents for every person on your team.
Module · HR
Run your team.From hire to payroll.
People, time off, timecards, payroll and performance reviews in one system, so the hours your crew works become an accurate paycheck.
People, organized
Every employee in one place
Payroll, on time
From timecard to paycheck
Reviews, tracked
Performance cycles on a schedule
32 sections
DashboardPeoplePerformanceOrg ChartAttendanceTime OffTimecardsMy TimeMy TimecardTeam ScheduleTime ReportsPayrollAdjustmentsTax FormsTaxesActivity logPayroll ReportsBenefitsMy BenefitsReportsKnowledge BaseOrg ChartsPositionsSalary ComponentsHolidaysModule PreferencesSchedulesLeave TypesAgreementsPerformance CyclesCompensationDepartments
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.
Employees Payroll Org Chart
Today7 Days30 DaysYearCustom
All DepartmentsTotal 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%
Year-End Compliance
2026 reporting watch
Open positions
3 positions under target
1099-NEC filings required
Contractors ≥ $600 YTD
Active W-2 employees
Will receive Form W-2 in January
Contracts expiring soon
Renew or notify within 30 days
Open Tax Forms
Recent Hires Last 60 days
AC Jun 12
Ava Chen
Account Executive · Sales
LO Jun 5
Liam Ortiz
Backend Engineer · Engineering
NP May 28
Noah Park
Support Specialist · Support
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, 2026TemporaryHourly—ACTIVE
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.
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 unitOrg 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.
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 All employees
EmployeeCycleObjectivesStatusScoreUpdated
MCMichael CarterCycle 20265 objectivesApproved92Jun 24
EREmily RodriguezCycle 20264 objectivesIn review88Jun 22
DTDavid ThompsonCycle 20266 objectivesScored95Jun 20
SMSarah MitchellCycle 20265 objectivesSubmitted—Jun 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.
All employees 01/06 30/06 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.
All employees All statuses 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 Carter8h8h8h8h8h——40 / 242h
Emily Rodriguez8h8h4h8h8h——36 / 036h
David Thompson8h8h8h8h8h4h—40 / 444h
Sarah Mitchell8h8h8h8h8h——40 / 040h
James Wilson8h6h8h8h8h——38 / 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.
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
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
AllPublishedDraftsArchived
Search articles…
Employee Handbook
DraftEverything you need to know.
CompanySarah Mitchell · HR · about 2 months ago
Code of Ethics & Conduct
DraftHow we work together.
CompanySarah Mitchell · HR · 3 months ago
Company Overview
DraftMission, vision & values.
CompanySarah Mitchell · HR · 4 months ago
Workplace Rules & Policies
DraftAttendance, safety, conduct.
CompanySarah Mitchell · HR · 5 months ago
Your Role & Responsibilities
DraftWhat your position covers.
CompanySarah Mitchell · HR · 5 months ago
Onboarding & Your Profile
DraftYour first week, step by step.
CompanySarah Mitchell · HR · 6 months ago
HR handbook
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 open—OpenExternal 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.CompanyYes1×YesActive
Sep 7, 2026Labor DayFederal holiday — office closed.FederalYes1.5×YesActive
Nov 26, 2026ThanksgivingFederal holiday — double pay.FederalYes2×YesActive
Dec 25, 2026Christmas DayFederal holiday — double pay.FederalYes2×YesActive
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.
All employees 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
BEREAVEBereavementYes3d3—OptionalActive
JURYJury DutyYes0d0—RequiredActive
UNPAIDUnpaid LeaveNo0d0—RequiredActive
Inside HR
Everything your team needs, one system.
Employee records, schedules, payroll and reviews share one source, so nothing is typed twice.
Org chart
See who reports to whom, by department and position, always up to date.
Timecards
Employees log hours, managers approve them, and approved time flows straight into payroll.
Time off
Leave types, requests and approvals, with the team schedule showing who is out.
Payroll and tax forms
Run payroll with adjustments and tax forms, then review it in payroll reports.
Agreements
Issue employment agreements, track signatures and keep every signed copy on file.
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.
Show
50
Page 1 of 1Brightwave 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 SignedThe 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 SignedThe 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
Why teams switch
Your people, finally in one place.
Replace the spreadsheets and paper files with one shared HR system.
One source of truth
Every employee, role and record lives in one place your whole team can trust.
Payroll without the panic
Hours and adjustments flow into payroll, so each cycle starts from accurate numbers.
People who grow with you
Performance cycles and a clear org structure keep your team growing in the right direction.
Questions
What teams ask first.
Yes. Employees have My Time and My Timecard screens to log hours, and managers approve timecards before payroll.
Yes. HR includes payroll runs, adjustments, tax forms and payroll reports, built on the approved timecards.
Yes. Set up recurring performance cycles so reviews and ratings happen on a schedule.
Yes. The donefy app for iOS and Android opens the same schedules, time off and timecards as the web.
Put your whole team in one place.
Start with people and timecards, then add payroll and performance cycles when you are ready.