This is the system companies use to manage who works here, when they work, time off, approvals, and how new hires get up to speed. Nothing here is hidden behind a training deck — the product matches this guide.
01
Sign in
Use the email and password your company created for you. If your organization enabled the Accountio AI demo, you can also explore as an admin, HR, a manager, or an employee — each sign-in uses real permissions.
Open Sign in and enter your work email.
After sign-in you land on Home. What you see there depends on your role.
Need an organization of your own? Create your organization from the registration page.
02
Find your way
The left sidebar is role-aware. If a page is missing, you likely do not have access — that is intentional, not a broken menu.
Workspace is your day-to-day: Home, Today, Work logs, Time off, and your probation if you have one.
People is for directories, approvals, and team views.
HR and Admin appear only when your role can configure the company.
Press ⌘K or Ctrl+K to jump anywhere. Help replays the short in-app welcome. This page is the full written guide.
03
Your workday
Today is attendance for this date — check in, see your schedule, and fix a mistake if something went wrong.
Open Today to check in when you start, and check out when you finish.
If check-in or checkout was wrong, use Fix today's attendance. That creates a request someone with approval access reviews.
You will see whether you are on-site, hybrid, remote, or part-time from your work model — the product does not invent extra employment types.
04
Request time off
Time off is vacation, sick leave, and other leave types your company configured. You see the balance impact before you submit.
Open Time off and choose the leave type, dates, and an optional reason.
Mark a half day on the start or end if your policy allows it.
Submit. A manager or HR reviewer sees it in Approvals. You can cancel a pending request from the same page.
05
Write work logs
Work logs are a simple record of what you accomplished — not a timesheet replacement and not a surveillance feed.
Open Work logs and add what you did. Keep it human: outcomes, not keystrokes.
Submit when the day or period is ready. Managers can review team logs; HR can see organization-wide logs when they have that permission.
06
Approve requests
Approvals is the inbox for leave, attendance corrections, and probation decisions. Each card says who asked, what they need, and why.
Open Approvals. If you do not have this item, your role cannot act on other people's requests.
Read the card, then approve or decline. The person who asked is notified.
Team attendance shows who is present, late, or missing a checkout — useful before you decide an exception.
07
Look up people
Everyone here is your company directory — invite people, resend invitations, and open anyone's workspace.
Open Everyone here from the sidebar. Use search and filters to find someone quickly.
Pending invitations appear at the top. Use Resend email if they didn't get it, or Cancel invite to revoke.
To remove someone: open their profile and scroll to Remove from company at the bottom of Overview, or use ··· on their row in Everyone here. People marked Not yet invited can be removed immediately. Active employees go through end employment → offboarding → remove from directory.
Only the employee can complete their own onboarding steps — HR can watch progress but cannot mark those tasks done for them.
08
Probation
Probation is a checkpoint journey for new hires or role changes — not a hidden HR process.
Employees open My probation to see upcoming checkpoints.
Managers review team probation. People Operations enrolls people and sees the organization view.
Decisions happen in the journey itself or via Approvals when a checkpoint needs a call.
09
Configure the company
Settings is grouped so you can find things: Organization, People & access, Work setup, and Policies.
Organization → Branding for your company name, logo, and accent color.
Organization → Modules to turn features on or off. Organization → Departments & teams for structure.
People & access → Members & invites, or go to Everyone here for the full invite and remove workflow.
Work setup covers schedules and holidays. Policies covers time off, attendance, work logs, and probation.
My access shows your roles and what the product actually lets you do.