This guide covers: Read the client dashboard, Browse your employees, Review timesheets, Manage integrations, and Update profile / company info / work locations.
Read the client dashboard
What it does: Gives you an at-a-glance summary of your company — active employees, pending timesheet count, year-to-date payroll, and a short list of recent payrolls and upcoming filing deadlines.
Where: Client app bottom tabs → Dashboard (/(client-tabs)).
Steps:
- Sign in. At the login screen, tap the Client segmented toggle (default is Employee). Enter your email and password and tap Sign In.
- After login the bottom tab bar is Dashboard · Timesheets · Employees · Integrations · Profile. Dashboard is selected.
- The purple gradient header reads Welcome back, [First Name], shows your company name, and a role pill in the top-right (Owner, Admin, or Manager).
- A 2×2 stat grid sits below: Employees (active head count, tap to open Employees), Pending (timesheets awaiting your approval, tap to open Timesheets), Approved (count for the current period), YTD Payroll (formatted as
$Xk). - Pending Approval lists up to 5 timesheets awaiting review. Tap View All to jump to Timesheets.
- Pull down to refresh — the screen re-fetches
/api/client-portal/dashboardand/api/client-portal/timesheets/pending.
Who: Anyone with Owner / Admin / Manager access to a client account.
Notes: The Dashboard tab badge tracks an overall notification count (pending approvals + tickets + filings needing attention) and refreshes every 60 seconds + on focus. The dashboard's stat cards don't all link out (Approved and YTD Payroll are read-only) — use the Timesheets / Employees / Payroll views for drill-downs (some of which require the web app today).
Browse your employees
What it does: Lists every employee on your roster with a search box, active/inactive filter, and tap-through to the per-employee detail.
Where: Client app bottom tabs → Employees (/(client-tabs)/employees).
Steps:
- Tap the Employees tab (people icon).
- The top of the screen has a search input (filters by first name, last name, or email) and a three-button filter row: All · Active · Inactive. Active is selected by default.
- The list is a FlatList of cards. Each row shows: First Last, email, hire date, pay type (Hourly / Salary), and an active/inactive status pill.
- Tap any row to open the Employee Detail screen (
/employee-detail?id=<id>). The detail screen shows a purple gradient with the employee's initials, plus cards for personal info, contact, emergency contact, employment details (hire date, pay rate, department), and the current week's hours / pending timesheets. - Pull down to refresh; tap an email to open Mail; tap a phone to open the Phone app.
Who: Owner / Admin / Manager.
Notes: Adding or terminating an employee from the mobile app is not yet supported — the Employees tab is read-only on iOS. Use the web client portal (Add Employee, Terminate) for those. Search and active-status filtering happen on-device after the full list is fetched, so the list scrolls smoothly even on slow networks.
Review timesheets
What it does: Reviews submitted timesheets and pending correction requests from your team and lets you approve or reject them.
Where: Client app bottom tabs → Timesheets (/(client-tabs)/timesheets).
Steps:
- Tap the Timesheets tab.
- The top filter row is: all · submitted · approved · rejected · requests. Submitted is the default — it shows every timesheet that is not yet approved or processed (so drafts, submitted, and rejected weeks all surface).
- Each row shows the employee name, the week range, the status badge, and the total hours.
- Tap a row to open the Timesheet Review screen (
/timesheet-review). The review screen shows daily entries with clock-in / clock-out times, hour totals, work-location names, and any notes. - Tap the green Approve button to push the week into payroll, or tap Reject and enter a reason (sends a push notification to the employee).
- The requests filter shows pending correction-request amendments. Tap one to see the proposed vs current diff. Approve to apply the new hours, or Reject with a reason.
Who: Owner / Admin / Manager.
Notes: Approving a timesheet from the iOS client app does the same thing as approving in the web client portal — the row state and audit log are identical. To bulk approve a whole batch you still need the web portal today; mobile is one-at-a-time. Notification badges on the Timesheets tab show the pending count and refresh on focus.
Manage integrations
What it does: Shows the connection status for Square (POS / timecards) and other timekeeping integrations, lets you trigger a manual sync, and configures auto-sync settings.
Where: Client app bottom tabs → Integrations (/(client-tabs)/integrations).
Steps:
- Tap the Integrations tab (link icon).
- The top card shows your Square connection: connected merchant name, last sync time, number of enabled locations, number of mapped employees, and auto-sync toggles.
- If not connected, tap Connect Square. The app opens an
expo-web-browsersession to Square's OAuth page. Sign in to Square, approve access, and the browser redirects back to the app. - Once connected, you can:
- Tap Sync Now to pull the latest Square timecards into Payrollix timesheets.
- Toggle Auto-sync timesheets to have Payrollix pull every few hours.
- Toggle Auto-approve timesheets (use with caution — bypasses your manual review).
- View Sync Logs (last 10 syncs with timecards fetched, timesheets created/updated, and any errors).
- Tap Employee Mappings to map a Square team member to a Payrollix employee. The app shows suggested matches based on name and email; tap Confirm to link.
Who: Owner / Admin.
Notes: Square is the only fully integrated POS on mobile today. Auto-approve timesheets skips your review entirely — only enable it if you trust the Square timecards completely. Disconnecting Square is also done here — tap Disconnect and confirm; this stops future syncs but does not delete already-imported timesheets.
Update profile / company info / work locations
What it does: Edits your client-user profile, your company details (name, address, EIN, industry), and the work-location geofences your employees clock into.
Where: Client app bottom tabs → Profile (/(client-tabs)/profile). Sub-screens: Company Information (/client-company-info), Work Locations (/client-work-locations).
Steps:
- Tap the Profile tab. The purple gradient header shows your company logo (or initials), the company name, your first/last name, and a role badge (Owner in purple, Admin in accent, Manager in green).
- The menu has two sections: Account and Support.
- Account → Company Information: read or edit Company Name, DBA Name, Address, Phone, Email, EIN, Industry. Tap the pencil to edit, Save Changes to persist.
- Account → Work Locations: lists every work location with Name, address, radius (default 100m), and a Require Geolocation badge. Tap + Add Location to create a new one — the modal asks for name, address, lat/long, radius, and the require-geolocation toggle. The screen also exposes the org-wide Geolocation Scope picker (Disabled / Organization / Per Location / Per Employee).
- Account → Change Password, Face ID Login toggle, Notifications. All identical to the employee app.
- Support → Help & Support, Terms of Service, Privacy Policy.
- Bottom of screen: Sign Out outline button.
Who: Owner / Admin can edit company and work locations; Managers see them read-only.
Notes: iOS only. Editing a work location's lat/long or radius changes the geofence employees clock into immediately — they get a refreshed location list on next sync. To find the lat/long for a new site, paste the street address into Google Maps on your computer, right-click the pin, and copy the coordinates; the mobile Add Location modal doesn't have a built-in map picker yet. Face ID setup mirrors the employee flow — tap the toggle on, enter your password, confirm with the iOS biometric prompt.
Related: Client dashboard & notifications (web) · Client settings and locations (web) · Client review payroll & team (web) · Mobile timesheets.