This guide covers: Read the Home tab, Open the Pay tab, View a paystub, Download tax documents, and Read recent notifications.
Read the Home tab
What it does: Shows a greeting, your current clock status, the last paycheck, year-to-date totals, this week's timesheet, and a 4-icon quick-action grid.
Where: Bottom tabs → Home (/(tabs)).
Steps:
- Sign in. The bottom tab bar is Home · Clock · Timesheets · Pay · Profile — Home is selected by default.
- The purple gradient header greets you with Good morning / afternoon / evening, [First Name] and shows your company name and an employment switcher (if you work for more than one employer).
- The white Clock Status card overlays the gradient: a green or grey dot, Clocked In / Clocked Out, time since clock-in (if any), and a large green play / red stop button that jumps to the Clock tab.
- Below the header you see two stat cards in a row: Hours This Week (tap to open Timesheets) and Next Payday (tap to open Pay).
- Scroll down for: Last Pay card (pay-period range + net pay), the Year to date card (Gross · Taxes · Net), the Current Timesheet card with regular/overtime/PTO hours, and a Quick Actions grid: Pay Stubs, Tax Docs, Direct Deposit, Update W-4.
- Pull down to refresh — the spinner triggers
loadData()and re-fetches all cards. - The bell icon in the top-right of the header opens a future notifications drawer (the badge on the Home tab itself shows your unread count).
Who: All employees.
Notes: The Home-tab badge polls /api/employee-portal/notifications/unread-count every 60 seconds and on focus, so the red number on the Home icon refreshes without you reopening the app. The Next Payday stat is a simple "next Friday" placeholder today, not a true pay-schedule lookup.
Open the Pay tab
What it does: Lists every paystub for a chosen year and shows the most recent stub's detail at the top.
Where: Bottom tabs → Pay (/(tabs)/pay).
Steps:
- Tap the Pay tab (wallet icon).
- Under the header you see a three-shortcut row: On-Demand Pay (wage advances), Payment Methods (debit cards / pay card), Direct Deposit.
- Below that are two tab buttons: Pay Stubs (document-text icon) and Tax Documents (folder icon). Pay Stubs is selected by default.
- The top card is the Pay Period detail — pay-period dates, View PDF download button, big Gross / Net amounts, and full Earnings / Taxes / Deductions / YTD breakdowns.
- Below the detail card is a horizontal year-chip selector (current year + 5 prior years). Tap a chip to refresh the list.
- Scroll down for the Pay Stubs - YYYY list. Tap any row to load its detail into the top card.
Who: All employees.
Notes: If you have not been paid yet, you'll see an empty state: a document icon, No Pay Stubs, and Your pay stubs will appear here after your first payroll.
View a paystub
What it does: Downloads the full paystub PDF and opens iOS's share sheet so you can save it to Files, AirDrop it, or print it.
Where: Pay tab → top Pay Period detail card → View PDF.
Steps:
- From the Pay Stubs list, tap the paystub you want.
- The detail card at the top updates. Tap View PDF in the top-right of that card.
- The button text changes to Loading… while the PDF downloads (the app fetches
/api/employee-portal/paystubs/<id>/pdfwith your auth token to the iOS cache). - iOS opens the share sheet with the title View Paystub. Tap a destination: Save to Files, AirDrop, Mail, Print, etc. Or tap the preview to view it inline.
Who: All employees.
Notes: If the share sheet is unavailable (very rare on iOS), the app shows Success — Paystub downloaded successfully and the PDF stays in the cache directory.
Download tax documents
What it does: Lists year-end forms (W-2 for W-2 employees, 1099-NEC for contractors) and lets you download the PDF.
Where: Pay tab → Tax Documents tab.
Steps:
- Tap the Pay tab, then tap Tax Documents.
- The year chips default to last year (W-2s are for completed tax years). Tap a chip to switch.
- The list shows one card per document: a document icon, the form type (e.g. W-2), Tax Year 2025, and a status pill — Available (green, with a download icon) or Pending (orange, with a clock icon).
- Tap any Available row to download the PDF; iOS opens the share sheet with the title View W-2 (or whichever form it is).
- Pending rows can't be tapped to download yet — the app shows Not Available — Document is not yet available.
Who: All employees.
Notes: Forms appear here only after the employer files them through Payrollix. W-2s typically post in late January for the prior tax year; 1099-NECs around the same time. If a form is missing past mid-February, message your employer.
Read recent notifications
What it does: Shows the full notification history (paystub available, timesheet approved/rejected, geofence exit, leave approved, announcements) with read/unread state.
Where: Notifications screen (/notifications) — reachable from the Profile tab or the bell icon in the Home header in future builds. Also Notifications Settings (/notifications-settings) for channel toggles.
Steps:
- From the Profile tab → Account section → tap Notifications to open the notifications list (or open it directly via the bell icon).
- The top tab row offers All and Unread. Tap to filter.
- Each notification row shows an icon (cash for paystub, document for timesheet, checkmark for approved, location for geofence), the title, the body, and a relative timestamp (Just now, 5m ago, 2h ago, 3d ago, or the date).
- Tap a row to expand it and mark it read (the app calls the mark-read endpoint and the Home-tab badge decrements within the next poll).
- Pull down to refresh, or scroll to the bottom to load older notifications.
Who: All employees.
Notes: Push notifications are iOS-only today, delivered through Apple's APNs. To pick which notification types push to your phone (vs email or SMS), open Profile → Notifications (the gear, not the bell). There you'll find master toggles for Push, Email, and SMS, plus per-event toggles for paystub, timesheet reminders, timesheet approval, tax documents, and announcements.
Related: View your paystubs on the web · Mobile clock in/out & geofencing · Mobile direct deposit & card payment methods.