OrderPilot Help
Help β€Ί Team

Managing your team

See who is working, approve and fix timesheets, review OP Desktop screenshots, and set each member's clock-in rules, pay and monitoring.

What it's for

Manage team is the admin side of Team (admins only). It has four tabs:

Members who have the team permission can also open Who's working, without the activity column.

Where to find it

Sidebar β†’ Team β†’ βš™ Manage team. On the Team page, the Manage team button switches to these tabs, and Back to my work switches back.

The screen at a glance

Who's working

Live team status and today's activity feed.

The page refreshes itself every 30 seconds.

Timesheets & Screenshots

One row per person, one column per day of the week.

Columns: member, Monday to Sunday hours, Total, Overtime (paid hours over 40 in the week), Timesheet status (Open, Submitted, Approved) and buttons.

Members & settings

One row per member with their rules at a glance.

The table shows each member's clock-in rule (Optional, Required, or Required Β· OP Desktop), pay, screenshots, idle auto-out, tax type and OP Desktop status. Click a row to open that member's settings.

A member's settings open on the right.

Buttons and actions

Button What it does
Manage team / Back to my work Switches between your own Team tabs and the manager tabs.
β€Ή Prev / Next β€Ί Previous or next week on Timesheets.
Jump to week of Pick a date to see its week.
+ Add missing time Adds time for someone who forgot to clock in: either a number of hours on a date, or exact start and end times, plus a reason.
Approve Approves a submitted timesheet.
Undo Takes an approval back.
πŸ“· Opens that person's screenshots.
Click a member row (Timesheets) Shows all their clock-ins for the week with source (OP, OP Desktop, Added by manager) and an Edit button.
Edit (a clock-in) Change the clock-in and clock-out times (New York time) and give a reason. Remove this time deletes it (asks first; a reason is required). The change is kept in the history.
✎ Shows who changed a clock-in, when, what it was before and why.
πŸ”” Alert settings Choose which monitoring events notify you by text and/or in your OP Alerts chat: OP Desktop stops reporting, a key held down / auto-clicker, a mouse jiggler, low activity. All off by default. Workers never see these alerts.
Download OP Desktop for Windows Downloads the screenshot and time app.
Save / Cancel (member settings) Saves or discards the member's settings.

Screenshots window

Pick a day at the top. For each hour you see a strip of 60 minute-squares (green = active, amber = some activity, red = little activity), the minutes tracked and activity percent, and the screenshots taken that hour with time, activity and the app in use. An Apps & sites table shows time per app. Click a screenshot to view it full size; use β€Ή β€Ί or the arrow keys to step through. Delete removes a screenshot β€” admins are asked whether to also remove the roughly 10 minutes around it from paid time.

Member settings

Clocking in

Pay β€” Hourly ($/h), Per task (default per task), Salary (per pay period), each with its own on/off switch; Overtime (1.5Γ— hourly over 40 hours a week); Don't pay unverified time (time OP Desktop could not confirm); PayPal email.

Screenshots & activity (OP Desktop) β€” Take screenshots (silent; the person agrees to monitoring when installing OP Desktop), How many (1 to 6 per 30 minutes, at random times), Blur screenshots, Record apps & window titles, They can delete their own screenshots (deleted screenshots remove those minutes from paid time), Text me on low activity (under a percent for a number of minutes).

Tax setup β€” worker type (W-2 employee, US 1099 contractor, contractor outside the US), tax form on file, where they live and work, and their W-4, NY IT-2104 and NJ-W4 choices. Taxes are only withheld for W-2 employees.

On the pay stub β€” employee number, department, last 4 of SSN (only the last 4 digits are stored), mailing address.

How to approve timesheets

  1. Open Manage team β†’ Timesheets & Screenshots.
  2. Find rows marked Submitted.
  3. Click the row to check each clock-in, and πŸ“· to check screenshots if needed.
  4. Click Approve.

How to fix a forgotten clock-out

  1. Open Timesheets & Screenshots and click the person.
  2. Click Edit on the clock-in.
  3. Set the correct Clocked out time and type why.
  4. Click Save. The entry gets a ✎ and the change is kept in its history.

How to require OP Desktop for a worker

  1. Open Members & settings and click the person.
  2. Turn on Must be clocked in to use OP and Clock in only from OP Desktop.
  3. Turn on Take screenshots and choose how many, if you want them.
  4. Click Save.
  5. Ask the person to install OP Desktop and pair it from their account menu (Pair OP Desktop).

Tips and troubleshooting

Still stuck? Email support@softavant.com and tell us what you were trying to do.