Productive

Use Employee fields and easily organize your employee and contractor details.

Employee Fields

See your company's reporting structure: who manages whom, and how many people each manager leads.

Organizational Chart

Assign a Manager to a person in the profile tab.

Assigning a Manager to an Employee

Create a role directory in Settings and assign a role to each person to add structure to your resourcing and reporting.

User Roles

Assign employees to subsidiaries if your organization has multiple company entities.

Assigning Users to Different Subsidiaries

Set up and track utilization targets by creating a field, assigning targets, adding them to reports, and applying custom formulas.

Setting Up Utilization Targets

Keep employee fields, managers, subsidiaries, and utilization targets up to date.

Employee Details and Org Chart

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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