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TeamTrackin
REMOTE TEAM INTELLIGENCE
User GuidePeople

People

Everything for looking after your team in one place: a company directory and org chart, a public kudos wall, private one-to-ones, e-signatures, celebrations and early warnings for overtime and leave clashes.

Directory · Org chart · Kudos · One-to-ones · E-signatures · Birthdays & anniversaries · Overtime warning · Leave clashes
User GuidePeople

People overview

The People pages sit in the sidebar: Directory, Kudos, One-to-ones and E-signatures. Celebrations and the overtime warning appear as cards on Home, and leave clashes show up when time off is requested or reviewed. Every plan

Directory & org chart

The Directory lists everyone in your company. Search by name, e-mail or job title, filter by department, and open a person's card to see their reporting line, department, location and when they're around.

Switch to the Org chart to see who reports to whom. It builds itself from reporting lines — set them with Edit reporting line on a person's card.

Permissions: People → Directory & org chart: View (on by default). Editing reporting lines needs People → Reporting lines: Edit.

Kudos wall

Say thanks in public. Choose Give kudos, pick a colleague, optionally pick a company value, and say a few words about what they did. Everyone in the company can see kudos, and the person gets a notification.

Kudos wall
Priya gave kudos to Sam
Ownership
“Thanks for staying late to get the release out!”
Alex gave kudos to Jordan
“Brilliant handover notes — saved me hours.”
  • The Leaderboard shows who has been thanked most this month.
  • Recent kudos also appear on each person's profile.
  • Anyone can remove kudos they gave. Removing other people's kudos needs Kudos: Delete.

One-to-ones

Regular check-ins between a manager and someone who reports to them — private to the two of you.

1
Start a one-to-one
One-to-ones → Start one-to-one. Choose the person, how often you meet (for example every two weeks, or no fixed schedule) and the first meeting date.
2
Build the agenda together
Either of you can add talking points before the meeting and tick them off as you go.
3
Take notes
Shared notes hold what you talked about and agreed. My private notes are only for you — the other person never sees them.
4
Agree action items
Add action items with an owner. When you add the next meeting, open action items move to it automatically.

Admins with One-to-ones: Create can pair any manager with their report. They see who meets and when, but never the agenda, notes or action items.

E-signatures

Send a contract, policy or form to colleagues — or to clients and anyone else by e-mail — to sign, right inside TeamTrackin.

1
Send a document for signature
E-signatures → Send a document for signature. Upload a PDF, or use a published Documents page (it's turned into a PDF so everyone signs exactly the same text).
2
Add signers
Pick colleagues under Employees, and add people outside the company (a name and an e-mail) under Outside signers. Choose whether they sign in order (employees first, then outside signers) or in any order, and add an optional message.
3
They sign
Colleagues get a notification and an e-mail and sign in TeamTrackin. Outside signers get an e-mail with a private link: they confirm a 6-digit code sent to that e-mail, then read and sign — no account needed. Everyone ticks to agree to sign electronically, then types or draws their signature, or declines with a reason.
4
Resend a link
If an outside signer lost the e-mail, open the document and choose Resend link next to their name. Their old link stops working.
5
Download the signed copy
When everyone has signed, download the signed PDF with its audit certificate — who signed, when and from where. For outside signers it also shows their e-mail and when they confirmed the code; they can download the signed copy from their link.
StatusMeaning
Out for signatureWaiting for one or more signers.
CompletedEveryone has signed; the signed PDF and certificate are ready.
DeclinedA signer declined. The sender sees their reason.
VoidedThe sender cancelled it; nobody can sign it any more.

Everyone can open and sign documents sent to them. Sending needs People → E-signatures: Manage. Using a Documents page needs the Documents feature (Premium and Enterprise); uploading a PDF works on every plan.

Birthdays & work anniversaries

The Celebrations this week card on Home shows who has a birthday or work anniversary coming up. On the day, the person's manager is told, and people in the same teams and projects can be too.

Only the day and month of a birthday are ever shown — never the year — and anyone can hide their own birthday from the directory.

Overtime early warning

On Wednesday and Thursday TeamTrackin projects each person's week from the time they've tracked and logged so far. If someone is heading over their expected hours, their manager and overtime approvers get one notice that week, and the Heading for overtime card on the dashboard lists them.

Expected hours come from the person's contracted hours, or their weekly limit (40 hours if not set). Admins choose the warning level as a percentage of expected weekly hours.

Leave clash checks

When someone asks for time off, and when an approver reviews it, TeamTrackin shows Who else is off in the same team, project or department on those days. Admins can set a limit, so the request is flagged when more than that many people would be off.

People settings & permissions

Admins open Company → People settings to switch celebrations, the overtime early warning and leave clash checks on or off and set their limits.

On by default for everyone
Directory & org chart: View, Kudos: View and Create, One-to-ones: View and Create (their own).
For admins and HR
Reporting lines: Edit, Kudos: Delete, E-signatures: Manage, People settings.

Change these in Company → Groups & permissions → People.

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Look after your people

People tools are included on every plan, next to the time, projects and HR records you already keep in TeamTrackin.

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