What you can do depends on the role your administrator assigned you. Changing someone’s role needs the User account permission, assigning work schedules needs Schedule assignment, and the Compliance report needs Reports and Timesheet compliance. The built-in People manager role includes Reports but not User account, Schedule assignment, or Timesheet compliance, so ask your administrator if a step below is missing for you. Creating roles under Settings > Person Roles is for administrators only.
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, use the Or add multiple entries area of the same panel. Copy rows from a spreadsheet (one person per line: name, then Tab, then email), click Paste, and choose the role for the batch. Check the Import preview, then click Import entries. Adding a person and inviting them are two separate steps: a profile exists as soon as you add 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 in the Email & role panel of their profile. Administrators define roles under Settings > Person Roles, where they 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. Click Timesheet in the sidebar, then the approval button (Approval) at the top left of the timesheet to open the Pending pane. Click a person to open their submitted period, then 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 your team records on the timesheet is reviewed with the rest of the submitted period. 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:- Compliance report — click Reports in the sidebar, then Compliance. Each timesheet period is marked On time, Late, or Not submitted, and the Score column gives each person’s timesheet score from 0 to 100. The lowest scores come first, so you see who needs a nudge. Your role needs the Reports and Timesheet compliance permissions.
- Journal — open Journal in the sidebar to see the timesheets submitted to you, with a banner to approve them on the spot, and the messages that mention you. You can filter the feed, and post a message on a person’s own Journal to follow up with them.
Related content
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
Approve submitted timesheets from the feed and exchange messages on people and projects.
Frequently asked questions
How do I invite a team member to Beebole?
How do I invite a team member to Beebole?
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.
How do I add several people at once?
How do I add several people at once?
In the add-person panel in Beebole, use the Or add multiple entries area. Copy rows from a spreadsheet (one person per line, with the name and email separated by Tab), click Paste, and choose one role for the batch. Check the Import preview, then click Import entries to add them all in one step.
How do I change someone's role?
How do I change someone's role?
Open the person’s profile in Beebole and select a new role from the Role field in the Email & role panel. The change applies immediately. Roles themselves are created by an administrator under Settings > Person Roles.
How do I approve my team's timesheets?
How do I approve my team's timesheets?
When approval is configured, click Timesheet in the Beebole sidebar, then the approval button (Approval) to open the Pending pane. Click a person to review their submitted period, then click Approve to validate it or Reject to return it with a required reason. Time off recorded on the timesheet is reviewed with the rest of the period.
How do I see who has not submitted their timesheet?
How do I see who has not submitted their timesheet?
Open the Compliance report from Reports in Beebole. It marks each person’s timesheet periods as On time, Late, or Not submitted, and sorts people by their Score, lowest first, so you can spot who needs a reminder at a glance.