Create a record for everyone who works your floor — their sign-in, status, weekly availability, pay, and documents — and keep it current.
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Your employees directory holds a record for every person on your team, and each record is also the Bettr account that person signs in with. From here you decide who's active, capture their weekly hours, set their pay, and keep their documents on file. You add and manage it all from Employees.
Open Employees and start a new one
In the sidebar, open Settings → Employees and select New. The New employee form opens.
Enter their basic information
Fill in First name, Last name, and Email. The name is how this person appears in your organization — in your directory and on their record. The email is the person's sign-in identity — it's how they log in — so use an address they actually check. Add a Phone number if you keep one.
Add their address (optional)
The Address fields — street, city, state, ZIP, and country — are all optional. Fill in whatever you hold on record.
Fill in their employment details
Give them an Employee code and a Hire date. Pick a Role, which sets what they can do in Bettr once they sign in. Name a if you track one. When you have permission to see pay, set a Salary and a Pay period.
Assign at least one department
Tick each Department this person works in — you have to pick at least one. Turn on Limit by department to hold their department-scoped data and pickers to just those departments.
Create the record
Select Create. Bettr saves the employee and sends them an invitation to sign in. They land on your list as Pending until the first time they sign in.
Adding an employee does two things at once: it creates their workforce record and it creates the Bettr account they sign in with. That's why the Email is their sign-in identity and can't be changed once the record exists — it's their login. A new employee starts Pending, and the account activates on its own the first time they sign in from the invitation.
Their Role and their company access are managed on their own screens. On the record, the Role and company access section shows the current role and links straight to both — see Set a user's role and permissions and Add people to your companies.
Some people work for more than one operation. When the Email you enter already belongs to a Bettr Manager account, Bettr doesn't create a second one — it adds that person to your organization and keeps the account they already have. No new password, no separate login: they sign in the way they always have.
Because the account already exists, there's no fresh sign-in invitation to send. Bettr emails the person to let them know your organization added them, and they sign in with the account they already have — the same email, the same way.
Adding them here puts them on your team, but it doesn't grant access to your companies on its own — that's a separate step. Open their record and select Manage company access in the Role and company access section to pick the companies they work in — see Add people to your companies for how that panel works. Until you grant a company, they stay on your team without reaching any of it.
An employee's status controls their access to this organization's companies — not whether they can sign in. Open the employee to work it in the Account status card:
To change it, pick Active, Inactive, or Terminated under Set status, then select Update status. You can't set someone back to Pending — that's only the starting state.
Inactive and terminated remove access
Both Inactive and Terminated remove the person's access to this organization's companies as soon as you save. They don't block the account — the person can still sign in, but they land on a screen telling them they have no active access until you set them back to Active. Use them when someone leaves or steps away, not as a note.
In the Photo card, select Upload photo to add a JPG or PNG headshot of up to 5MB. Once a photo is set you can Replace or Remove it.
An employee's tell you and your schedulers when they can be on the floor. In the Availability card, select Set availability. The editor lists every day of the week, Sunday first. Turn on the days this person works and set a start and end time for each, then select Save.
Availability is recurring — you set it once and it holds every week until you change it. It's the standing record of when each person can work, so you know their hours when you plan the week on the staff schedule.
The Employment section also holds a Salary and a Pay period — Hourly, Daily, Monthly, or Annual. Pay is sensitive, so Bettr keeps it behind its own permissions: choose which roles can see or change it from Create and edit roles.
Every employee has a Documents section with two tabs:
To add one, pick the tab and select Add document. Give it a Name, set an Expiration date if it has one, attach the File, and select Add. Bettr takes a PDF, Word, Excel, image, or text file of up to 10MB. Each document you add appears on its tab with a link to open it, and you can remove it there.
The Employees list is your whole directory. Each row shows the person's name, email, department, hire date, company, and a status badge. Across the top you can Search by name or email, filter by status, and sort by name or by hire date. Clear all resets it.