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.
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 counts draft timesheets awaiting your approval plus pending time-correction requests, 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.
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: Active · Inactive · All. 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 in the mobile app. 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 draft timesheets awaiting approval and pending correction requests from your team and lets you approve or reject them.
Where: Client app bottom tabs → Timesheets.
Steps:
- Tap the Timesheets tab.
- The top filter row is: Pending · Approved · Requests · All. Pending is the default — it surfaces the draft timesheets built from punches that are awaiting your approval (every timesheet not yet approved or processed, including rejected weeks).
- 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 lists each pending correction request with its reason and proposed daily hours, plus inline Approve / Reject buttons on the card. Approve applies the new hours; Reject only asks you to confirm (no reason field) and posts a standard "Rejected via mobile app" note.
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, enable/disable individual locations, and map team members to employees.
Where: Client app bottom tabs → Integrations.
Steps:
- Tap the Integrations tab (link icon).
- The Overview card shows your Square connection: connected merchant name, last sync time, number of enabled locations, and number of mapped employees.
- 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, the screen has tabs — Overview · Locations · Mapping · History:
- On Overview, tap Sync Now to pull the latest Square timecards into Payrollix timesheets.
- On Locations, toggle each Square location on or off to control which ones sync.
- On History, review the last 10 syncs with timecards fetched, timesheets created/updated, and any errors.
- On the Mapping tab, map a Square team member to a Payrollix employee. The app shows suggested matches based on name and email; tap Map to [name] to link. Mapped rows show a green link badge with an X to remove the link.
Who: Owner / Admin.
Notes: Square and Shopify (Time Clock) are the fully integrated timekeeping connections on mobile today — each has its own card with connect, sync, locations, staff mapping, and history. Auto-sync and auto-approve settings aren't configurable from the mobile app — use the web client portal for those. Disconnecting Square is also done here — on the Overview tab 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. Sub-screens: Company Information, 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 GPS Required / GPS Optional badge. Tap the + (add) icon in the header — or Add First Location when the list is empty — to create a new one; the modal asks for name, address, lat/long, radius, and a Require GPS toggle. The screen also exposes the org-wide Geolocation Scope picker (Disabled / Organization / Per Location / Per Employee).
- Account → Change Password, biometric-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: 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. Biometric setup mirrors the employee flow — tap the toggle on, enter your password, confirm with your phone's biometric prompt.
Related: Client dashboard & notifications (web) · Client settings and locations (web) · Client review payroll & team (web) · Mobile timesheets.