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Rows tagged sample are example data to show how the ledger works.
Team directory
Everyone at the entity you're viewing. Search or filter, then click a person to open their full profile.
Annual payroll
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Active staff, hourly × 2,080 h
Average tenure
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Active staff
Anniversaries
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Next 30 days
Upcoming work anniversaries
Upcoming birthdays
Raises and bonuses
Every pay increase and bonus, newest first. Pick a year, or record a new raise or bonus.
Average raise
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Percent over prior pay
Added payroll
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Annualized from raises
| Date | Employee | Type | Amount | Change | Reason |
|---|
Hires, exits and transfers
Who joined, who left and who moved between Tacotote entities.
Net change
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Hires minus exits
Turnover
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Exits ÷ staff employed in period
| Date | Employee | Event | Role | Details |
|---|
Time off
Requests waiting for your approval, who's out on the calendar, and everyone's vacation balance.
Waiting for approval
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Requests to review
Out in next 7 days
–
Approved time off
Vacation booked
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Days in the next 90 days
Solid = approved · dashed = waiting for approval. Click a name to open their profile.
Vacation balances
| Employee | Entity | Available | Taken | Booked | Pending | Remaining | |
|---|
Compliance
Documents, checklists and reviews that need attention, most urgent first.
Expired documents
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Active staff
Expiring in 60 days
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Renew before they lapse
Missing documents
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People missing a required one
Overdue tasks
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Onboarding and offboarding
Texas checks
Minors, minimum wage, overtime status and leaves of absence. A safety net, not legal advice.
Documents expired or expiring
| Employee | Document | Expires | Status |
|---|
Checklist tasks overdue or due this week
Missing required documents
Equipment not returned by former staff
| Employee | Item | Last day | Value |
|---|
Required documents, probation length, holidays and checklist steps are set in Settings.