Employee portal
Clock in by client, job and task. Billing rates are selected automatically and preserved with every entry.
Administrator: admin@survpal.ca
Employee: employee@survpal.ca
Temporary password: ChangeMe123!
Workday
Assignment
Today
Review & submit
Correct entries before sending the week for approval.
| Date | Client / job | Task | Description | Hours | Rate | Value | Actions |
|---|
Administration
Manage people, work codes, billing, rate rules and approvals.
Live team
Directory
| Name | Role | Pay rate | Status |
|---|
Accounts
| Code | Client | Type | Status |
|---|
Projects
| Number | Client | Job | Status |
|---|
Rate catalogue
| Code | Task | Default rate | Billing | Status |
|---|
Applied rules
| Priority / type | Rule | Rate |
|---|
Weekly review
| Employee | Week | Hours | Billing value | Status |
|---|
Invoice preparation
Filter billable time, review the client and job totals, then check each entry once it has been invoiced.
Client and job breakdown
| Client | Job | Entries | Hours | Total | Billed | Unbilled |
|---|
Invoice detail
The Billed checkbox saves immediately. Billed entries are locked from editing until unchecked.
| Billed | Date | Employee | Client / job | Task | Description | Hours | Rate | Value | Approval | Billed at |
|---|
Profitability
| Client | Job | Task | Hours | Billing | Labour | Gross margin |
|---|