Managing Your Team

The Team page is your hub for managing everyone who works for your business. At the top you'll see two main tabs:

Members shows your full roster — names, roles, statuses, and onboarding progress. Schedule shows who is working on what days, their shift times, and which route they're assigned to. You can navigate week by week to see upcoming coverage.

To add a new team member, hit Add Employee from the Members tab. Fill in their name, email, select their role (tech, manager, etc.), and choose their employment type — part-time, full-time, or contractor.

If you select Contractor, Scoopify will automatically collect a W-9 during onboarding. It gets signed online, stored as a PDF, and is available to you anytime for auditing purposes. That's one less thing you need to chase down when tax season hits.

Once you hit Create Employee, you can either send the onboarding invite immediately or save it for later. When you send it, the employee receives a personalized email showing who invited them, what business they're joining, and a Get Started button.

Back on the admin side, the employee's detail page shows their onboarding status as incomplete, along with their weekly schedule, activity log, and an approval module where you'll eventually approve their application with a personalized message.

From the employee's perspective, the onboarding process is straightforward. After clicking the invite link, they see a personalized welcome message from you as the business owner. Then they walk through a few steps:

Step 1 — Set a password and agree to the Terms of Service and Privacy Policy.

Step 2 — Fill out their profile: upload a photo, enter their address, birthday, t-shirt size, and any allergies.

Step 3 — Add emergency contacts so you have someone to reach if anything happens on the job.

Step 4 — Complete work authorization, background check consent, and drug screening consent (if you've enabled those in settings).

Finally, they review everything, certify that the information is accurate, and hit Submit.

When onboarding is submitted, you get a notification in the admin dashboard. Click through to the employee's detail page where you can review everything they entered — birthday, t-shirt size, emergency contacts, tax forms, and any consents.

If everything looks good, type a personalized message (like "Looks good, welcome to the team!") and hit Approve Onboarding. The status changes to Approved, their auth is linked so they can log into the tech portal, and they receive a confirmation email with your message.

Once approved, the employee can log into the Tech Portal — the same view you've seen from the admin side, but scoped to just them. They see their assigned stops for the day, can clock in and out, and navigate to each property.

The Messaging tab is particularly useful: it only shows conversations for the properties they're assigned to. If they're covering a route temporarily, they'll see those conversations for that period — and they disappear once they're unassigned. Your other customer communications stay completely private.

The Settings tab lets them manage basic profile info and set up call routing if you've given them a company phone number.

With your employee approved and active, the next step is getting them on a route. First, set up their weekly schedule from the employee detail page — select which days they work.

Then go to the Routes page, edit a route, and change the default tech to your new employee. Once saved, that tech is assigned to the route and will see all of its stops in their tech portal on their scheduled days.

The Timesheets tab on the Team page collects all clock-in and clock-out data from your techs. Once you have time data, you can export it in one click for your payroll provider.

Scoopify supports export formats for Gusto and ADP out of the box, plus a general format that works with most other providers.

That's the full team workflow: add an employee, send them through onboarding, review and approve their application, assign them to routes, and track their time. The whole process is designed to be simple for both you and your employees.

If you have questions, feature requests, or run into any issues, hit the feedback button in the dashboard — we read every submission.