Easyteam Embedded
GuidesAPIWhite-Label UIs
GuidesAPIWhite-Label UIs
  1. Embedded Workforce Management
  • Getting Started
    • Introduction
    • Why Choose Easyteam Embedded
  • Development
    • Overview
    • Authentication
    • Web Integration
    • Mobile SDK Integration
    • Passing Data
    • Using Identifiers
    • Events
    • Error Handling
  • Going Live
    • Data Security
    • Support
  • Embedded Workforce Management
    • Organizations & Locations
    • Employees
    • Permissions
    • Compliance
  • Embedded Time Tracking
    • Time Clock
    • Timesheets
    • Breaks
    • Geofencing
    • Timezones
  • Embedded Scheduling
    • Overview
    • Availability & Open Shifts
    • Multi-Location Scheduling
    • Publishing Schedules
    • Working with Time Off in Schedules
    • Notifications on Schedule Actions
    • Calendar Sync (Google / Apple Calendar)
  • Embedded Time Off Management
    • Overview
    • Time Off Policies
    • Requests & Approvals
    • Balance Tracking & Accruals
    • Carryover Rules
    • Time Off and Payroll Sync
  • Embedded Notifications
    • Overview
  • Payroll Integrations
    • Embedded Payroll with Salsa
      • What is Embedded Payroll?
      • Time & Attendance in Payroll
      • Money Movement and Compliance
    • External Providers
      • Embedded Payroll Integrations
  • AI-Native Integrations
    • Integrating an MCP Server with Easyteam
  1. Embedded Workforce Management

Employees

A single employee object is related to a person, contractor, worker, manager or admin and has a corresponding set of permissions.

Employee Identification#

Easyteam uses a flexible ID system that connects your platform's employee records with our workforce management features. Every employee needs three core identifiers. These IDs should match the IDs you use on your own systems:

Privacy-First Design#

We've designed our system with privacy as a core principle. While you pass employee details like names and profile pictures to our components for display purposes, we never store this personal information. Instead, we only maintain anonymous identifiers that link workforce actions to your employee records.
Read more about our data privacy model here

Managing Employee State#

Active Employees#

For active employees, provide their current information when initializing our components. These employees will have full access to appropriate workforce management features based on their roles and permissions.

Terminated Employees#

When an employee leaves, include a deleted_at timestamp in their record. This preserves their historical data while preventing future time tracking or scheduling actions:

Employee Roles and Permissions#

Employee access levels are defined through JWT tokens. Common roles include staff members who can clock in/out and view their own timesheets, and managers who can view and edit team timesheets. The specific permissions are configured when generating the authentication token:
Easyteam allows for granular permissions on a per-session basis. Read more about Permissions
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Looking to implement custom employee roles or special access patterns? Our integration team can help design the right approach for your platform.
Modified at 2025-03-22 23:26:34
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Permissions