Employee portal

Employees sign in on the same login page as admins. The login has these protections.

• A bot check runs on the login page. Stack Digital turns this on for your site.
• The login locks after 8 failed tries for one username, or 20 from one network, within 15 minutes.
• Two-factor with an authenticator app is optional. So are passkeys.
• A session lasts 7 days.

The first time an employee signs in without a second factor, they see Secure your account with the choices Set up a passkey, Use an authenticator app and Not now.

The security page is where an employee changes their password and manages two-factor and passkeys. If someone is locked out, you can reset their two-factor or remove their passkeys from the Portal access card on their employee page.

The menu has Dashboard, Time & earnings and Review QR Code. The top bar shows your company name, a light and dark toggle, a security link and log out.

Your Schedule lists only the jobs assigned to that employee for the next two weeks. Jobs are grouped under Today first and then by day. Cancelled jobs are hidden.

Employees can only open jobs, invoices and customer text threads tied to jobs they are assigned to.

The job page shows Job amount, Status and Invoiced. It also shows the customer's name, phone and service address, Property notes, the description, tags and the scheduled time. Property notes are the notes you saved on the customer's address.

Messages appears only when texting is enabled. Stack Digital turns this on for your site.

The invoice page shows Total, Paid and Balance. Send to customer sends the invoice with a payment link by email, by text or both.

The rest depends on the Collect payments switch on the employee's page. With it on, the employee sees Take payment and these methods.

• An optional Tip field appears when tipping is turned on in Settings.
• A card processing fee notice appears when fees are passed on.
• Each payment is attributed to the employee who collected it.
• The employee can also edit line items on Draft or Open invoices, picking from your product catalog.

With Collect payments off, the Take payment button is hidden and any payment request from that login is refused. The employee cannot change invoice or job amounts.

The time clock is one large button that reads Clock in or Clock out. Beside it the employee sees On the clock or Off the clock, the start time (for example Since 8:02:11 AM) and a running timer.

• An employee can have one open shift at a time. A second try shows You are already clocked in.
• Overnight shifts are supported. A shift counts toward the day and week it started in.
• Hours are the real time that passes between clock in and clock out, so a shift across a daylight saving change is paid for the hours actually worked.

The time clock has no breaks or meal periods, no location capture and no clocking in to a specific job. Employees cannot edit their own time. An admin makes corrections, as described in Time clock and payroll.

The home screen has a This pay period card. It shows dollars earned, hours, the period dates and the payday. If you have not set an hourly rate for the employee, the card shows hours in place of dollars.

Your Time & Earnings goes further. The employee picks the current pay period, any of the previous 12, or Custom dates.

• Totals for Earned, Hours, Regular, Overtime and Double time, with the pay for each.
• Every shift, with its clock in and clock out, hours, overtime portion and pay.
• An Edited badge on any shift an admin changed.
• Needs approval on unapproved shifts, with a line such as 3h 30m of these hours are still waiting on approval.

Pay periods, paydays and overtime follow what you set in Payroll Settings.

Each employee has a personal QR code on the Review QR Code page. A customer who scans it lands on your company's review page.

Scans are counted per employee. The employee sees their own count, and you see it in the QR scans column of the employee list, so you know who is asking customers for reviews.