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Included in Complete

Fair, documented performance plans

Set goals over 30, 60 or 90 days that track themselves from daily reports, inspections and timesheets. After each one-to-one, record the review on your phone.

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What you get

  • Goals tracked automatically from your own data, or entered by hand
  • A one-page summary before every one-to-one
  • Voice notes are transcribed and drafted by AI; the manager reviews and approves before the employee sees anything
  • Employees acknowledge on their phone, and managers see only their own team

Who it is for

Managers and owners who want performance conversations based on facts and a clear record of what was agreed.

Plan: Included in Complete. The free 7-day trial includes it.

Where speech-to-text is not available, the manager types or pastes the notes instead. Nothing reaches the employee until the manager approves it.

How it works

Three steps

  1. Create a plan with up to three goals and a 30, 60 or 90 day window
  2. Meet, then record the review on the phone
  3. Edit and approve the draft; the employee reads it and acknowledges it
Questions

Good to know

Does the AI decide anything?

No. It only drafts the review from the manager notes. The manager edits and approves it, and nothing is shared with the employee before that.

Who can see a plan?

Administrators and operations managers see every plan. A manager sees only their own team, and an employee sees only their own plan.

Look after your people

More in this group

Included in Starter and Complete

Safety incident reporting

Report incidents and near misses from the phone

Anyone on staff can report an incident, near miss or hazard in under a minute, with photos. Managers are told straight away and every report is followed through to close-out.

  • Incident, near miss or hazard with severity, injury yes or no, and up to six photos
  • Managers notified immediately, with serious reports highlighted
  • Review, corrective action and close-out, with a complete history
  • An option to keep the reporter name private
Learn more →
Included in Starter and Complete

Certifications and training

Never be caught with an expired certificate

Keep every licence and certificate with its expiry date and document, get alerts before anything lapses, and be warned when someone without the right certificate is assigned to a job.

  • Licences and certificates with expiry dates and the document attached
  • Alerts before expiry (60, 30 and 7 days and on the day, by default)
  • Warn or block when someone without a required certificate is assigned
  • A matrix of who holds what, with CSV, Excel and PDF export
Learn more →
Included in Complete

Payroll preparation

Get payroll data ready in minutes

Approve timesheets, apply your overtime rules and pay rates, and export a clean pre-payroll report for your payroll provider or accountant. Tax, filing and payment stay with them.

  • Supervisor approval of timesheets, locked once approved
  • Overtime rules (by default, hours over 40 a week at 1.5 times) and rates by person and job type
  • Gross pay and your own named deductions, per pay period and location
  • CSV export with the columns your payroll provider expects
Learn more →

Try it with demo data, free for 7 days.

Full access. No credit card.

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Start your free 7-day trial