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As a team leader in Beebole, you manage the people on your team and keep their time tracking on track. This guide covers the core flow — add and invite people, assign their roles and work schedules, approve the timesheets and time off they submit, and monitor compliance. Each step links to the page with the full detail.
What you can do depends on the role your administrator assigned you. The tasks below assume your role grants management rights over your team’s people, schedules, and approvals.

Add and invite people

Open People in the sidebar to add the team members who track time. Click the + button (Add person) and enter their Name, Email, and Role. To add several people at once, copy rows from a spreadsheet — one person per line: name, then Tab, then email — click Paste, review the entries, and add them all. Adding a person and inviting them are two separate steps: a profile exists as soon as you save it, but the person cannot sign in until you invite them. Open the person’s profile and click Invite by email — Beebole emails a secure link, with no password to set. See People for the full add, invite, and offboarding flow.

Assign roles

Each person has a role that controls what they can see and do in Beebole. You set the role when you add a person, and you can change it at any time from the Role field on their profile. Roles are defined under Settings > Person Roles, where you can create roles and choose the permissions each one grants. See Roles & permissions for what each permission scope covers.

Assign work schedules

A work schedule defines a person’s standard working hours and days, which Beebole uses to measure overtime and undertime when they submit. Open a person’s profile, use the Work schedule panel, and pick a schedule with the Select schedule picker — the assignment saves automatically. A schedule set on a person overrides one inherited from their tags or the organization default. See Work schedules for creating schedules and assigning them at the organization, tag, and person levels.

Approve timesheets and time off

When approval is configured, the timesheets your team submits enter a workflow where you review their work. Open the approval view, check each submitted period, and click Approve to validate it or Reject to return it with a comment. Rejecting requires a reason, and the person resubmits after fixing their entries. Time-off requests follow the same review workflow. See Approval for how the stages work and how to handle time off.

Monitor team compliance

Keep your team on track from two places in Beebole:
  • Timesheet score — a per-person compliance score shown on your team and approval views. It reflects whether each person is On time, has Late submissions, has Not submitted, or has Rejections — a quick read on who needs a nudge.
  • Journal — open Journal in the sidebar for your team’s activity feed: submissions, approvals, rejections, and messages. You can filter the feed and post messages to follow up with people.
See Journal for the activity feed, filtering, and messages.

People

Add team members, invite them by email, and offboard people.

Roles & permissions

Define roles and choose what each person can see and do.

Approval

Review submitted timesheets and time off, then approve or reject.

Journal

Follow your team’s activity feed and message people directly.

Frequently asked questions

Add the person first: open People in the sidebar, click the + button (Add person), and enter their Name, Email, and Role. Then open their profile and click Invite by email. Beebole sends a secure sign-in link — there is no password to set.
In the add-person panel in Beebole, copy rows from a spreadsheet — one person per line, with the name and email separated by Tab — click Paste, review the entries, and add them all in one step.
Open the person’s profile in Beebole and select a new role from the Role field. The change applies immediately. Roles themselves are created under Settings > Person Roles.
When approval is configured, open the approval view in Beebole, review each submitted period, and click Approve to validate it or Reject to return it with a required reason. Time-off requests follow the same workflow.
Use the Timesheet score on your team and approval views in Beebole. It flags each person as On time, Late submissions, Not submitted, or Rejections, so you can spot who needs a reminder at a glance.