User GuideCompany

Company

Learn how to configure your company settings, manage holidays, handle time-off and overtime requests, review timesheets, and administer employee benefits — all from one place.

Manage & Configure Every Aspect of Your Company in TeamTrackin
User GuideCompany

Company Info

The Company Info page is the central hub for managing your organisation's profile inside TeamTrackin. From here, admins can update the company name, address, contact details, leave allowances, and website URL.

Company Info — TEAMTRACKIN
TEAMTRACKIN
Company name
11
Total employees
Cheltenham
City, UK
18 days
Annual leave allowance
TileWhat It Shows
Company nameYour registered business name as entered in Basic Information
Total employeesCount of all active team members currently on the platform
City, UKThe city and country pulled from your company address fields
Annual leave allowanceDefault number of paid leave days granted to each employee per year

Brand Assets

The Brand Assets section lets you upload your company logo and stamp. These images are used automatically on invoices, payslips, reports, and official documents generated by TeamTrackin.

Brand Assets
BD
Company Logo
Shown on invoices, reports and emails. PNG or JPG, min 200×200px
Upload new logo
BD
Company Stamp
Used for official documents and payslips. PNG or JPG, transparent background preferred
Upload new stamp
Company Logo — Appears in email headers, report cover pages, and invoice letterheads. Minimum size 200×200px.
Company Stamp — Used on official documents and payslips. A transparent background (PNG) is preferred.
Click the red edit pencil icon on either asset to replace it. Changes take effect on the next generated document.

For best results upload a square logo at 400×400px or larger. Logos are automatically resized for each context — too small and they may appear blurry on high-resolution displays.

Basic Information

The Basic Information section stores your company's official registration details. These fields are used on all legally generated documents.

Basic Information
Basic Information
Name *
TEAMTRACKIN
This is your official registered company name
Address *
Churchill Court 433–435
Postal code *
GL503HU
City *
Cheltenham
State *
Gloucestershire
Country *
United Kingdom
FieldDescriptionRequired
NameYour official registered company or trading nameYes
AddressStreet address including building name/numberYes
Postal codeYour postcode or ZIP codeYes
CityCity or town where the company is registeredYes
StateCounty, state, or provinceYes
CountryCountry of registration — used for locale settingsYes

HR & Web Settings

Controls the annual leave entitlement for all employees and your company's public website URL.

HR & Web Settings
Employee yearly leaves *
18
Default annual leave days granted to each employee
Site URL
https://
www.teamtrackin.com/
Your public-facing company website
1
Update your information
Edit any field across Brand Assets, Basic Information, or HR & Web Settings.
2
Click Save changes
Hit the red Save changes button. A confirmation toast will appear.
3
Verify the summary tiles
The four KPI tiles at the top refresh immediately after saving.

Company Timeoffs

The Company Timeoffs page is where admins manage company-wide public holidays and office closures. TeamTrackin supports four holiday categories — National, Optional, Company, and Regional.

Company Timeoffs — Apr 2026
4
Total holidays
2
Upcoming this month
11
Employees affected
Apr 18
Next holiday
April 2026
NationalOptionalCompanyRegional
Sun
Mon
Tue
Wed
Thu
Fri
Sat
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
Good Friday
19
20
21
Easter Monday
22
23
24
25
26
27
28
29
30
National — Government-mandated public holidays (e.g. Good Friday). Shown in red.
Optional — Holidays employees may choose to observe (e.g. Easter Monday). Shown in blue.
Company — Custom closures set by your organisation. Shown in purple.
Regional — Local holidays for a subset of your workforce. Shown in amber.
1
Click + Post holiday
Open the new holiday form. Enter name, date range, type, and which employees it applies to.
2
Switch between Table and Calendar views
Use the toggle. Calendar shows a visual monthly grid; Table lists holidays in a sortable table.
3
Navigate months
Use left/right arrow buttons beside the month title.

User Overtime

The User Overtime page is where admins review and manage all overtime requests. Each request includes the employee, the day worked, hours, amount, type, and description. Use the Pending / Approved / Rejected / All tabs, the employee and day-worked filters, and search to narrow the list.

User Overtime — Apr 2026
3
Pending approval
10
Approved
1
Rejected
$71
Total approved amount
NameStatusHoursAmountTypeDescription
DH
Daniel Harris
Approved1.5h$5RegularTracker stopped between 2:30 pm...
CE
Charlotte Evans
Approved2h$20WeekendTesting issue on weekend...
ST
Sarah Thompson
Approved0h$3WeekendRemaining amount of previous m...
DH
Daniel Harris
Pending6h$6RegularRegular overtime...
RF
Rebecca Foster
Rejected1h$1RegularDuring the meeting my timer pa...
1
2
Next →
ColumnDescription
StatusApproved / Pending / Rejected — current approval state
Day workedThe day the overtime was done — decides the weekday, weekend or bank-holiday multiplier
HoursOvertime hours claimed for that day
AmountIn the employee's pay currency. With premium pay on: hours × hourly rate × multiplier, shown with the multiplier used (e.g. 2.0× Weekend)
TypeRegular, Weekend, Holiday or Night Shift — the employee's label for the request
ActionsGreen tick = approve (shows the amount that will be fixed) · Red X = reject with a reason

Approving and rejecting

Approving fixes the hourly rate, multiplier and amount, so later changes to pay or multipliers never change approved overtime. It is then added to the employee's next timesheet. Rejecting needs a reason, which the employee sees on their overtime page and gets by email. You can't review your own overtime, and overtime that is already on a submitted timesheet is locked.

Overtime pay multipliers

Click Pay settings and switch on Pay overtime at a premiumto have TeamTrackin price every request as hours × the employee's hourly rate × the multiplier for the day worked — for example 3h × £12.00 × 2.0 (Saturday) = £72.00. Defaults are 1.5× on weekdays, 2.0× at weekends (Saturday and Sunday — you choose the days) and 2.0× on GOV.UK bank holidays for England and Wales, Scotland or Northern Ireland. Any multiplier from 1× to 10× works, and you can give individual people their own multiplier or no premium (1.0×). Weekly wages are divided by weekly hours and monthly salaries by weekly hours × 52 ÷ 12 to get the hourly rate. With premium pay off, employees enter the amount themselves as before.

Exporting overtime

Click Export and choose CSV or JSON. The file uses the filters on the page (status, employee, day-worked range and search) and lists every matching request with hours, day type, multiplier, hourly rate, amount and currency, the reviewer, the rejection reason and the timesheet it was paid on. Approved totals are given once per currency, never added across currencies. A single month is saved as, for example, overtime-2026-09.csv.

User Timeoffs

The User Timeoffs page lets admins review all employee leave requests. It supports three views — Table, Cards, and Calendar.

User Timeoffs — Table View
3
Pending
10
Approved
1
Rejected
28
Total days taken
5
Employees on leave
NameStatusTypeStartEndDays
ST
Sarah Thompson
ApprovedSick leave2026-04-032026-04-031
DH
Daniel Harris
ApprovedWork leave2026-03-092026-03-113
RF
Rebecca Foster
ApprovedSick leave2026-02-192026-02-191
ST
Sarah Thompson
PendingEmergency2026-04-072026-04-082
DH
Daniel Harris
ApprovedEducational2026-01-072026-01-093
Leave TypeColourDescription
Sick leaveRedEmployee is absent due to illness
Work leaveBlueWork-related travel or off-site activities
EmergencyAmberUnplanned urgent personal or family emergency
Annual leaveGreenStandard planned holiday
EducationalPurpleStudy days or professional development

Click any row in the Table view to expand it and see the full request details — reason, submission date, who approved it, and when.

Timesheets

Company → Timesheetis where admins review the monthly timesheets employees submit. Tabs split them into Pending, Approved, Paid and Rejected, and the tiles show last month's pending, approved and paid timesheets and the pending amount in each currency.

Timesheets — Pending
TitleHoursAmountOvertimeBenefitsTotalStatusAction
Amelia SEPTEMBER Invoice172h 10m£2,9006h · £180£45 · 1 claim£3,125
Pending
ApproveReject
Rahul SEPTEMBER Invoice158h 40m₹240,000——₹240,000
PendingShort month
ApproveReject
ActionWhat happens
ApproveFixes the base pay, overtime and benefits on the timesheet. You can't approve your own timesheet — another admin must.
RejectA reason is required. The employee gets it by email, and their tracked time, overtime and benefit claims are released so they can fix and resubmit the month.
Record PaymentMarks an approved timesheet as paid. Benefit claims on it become Paid too.
Salary slipOn the Approved and Paid tabs, click a timesheet to open its salary slip — pre-filled with basic salary, overtime pay, each benefit and any adjustments.

Click a pending timesheet to expand it and see its pay breakdown — base pay, overtime, one line per benefit claim, and the total — plus the employee's description. A Short month tag means the employee submitted with fewer hours than expected for the month. See the My Timesheets guide for the submission rules.

Company Benefits

Company → Benefits has two views: Claims and Benefits catalogue. In the catalogue, click + New benefit to add an allowance or perk employees can claim.

FieldWhat it does
Name, category & descriptionCategories: Travel, Meals, Phone & internet, Health & wellbeing, Equipment, Training & learning, Work perk, Financial, Other.
CurrencyThe currency of the limits. Locked once the benefit has claims.
Max per claim / Monthly limit / Yearly limitOptional limits per employee. Blank means no limit.
Receipt requiredClaims must include a photo or PDF.
Who can claimAll employees (by employment type: Full Time, Part Time, Contract) or selected people.

Benefits can be edited, archived and restored, or deleted. Deleting stops new claims but keeps existing ones.

Benefit Claims

The Claims view has tabs for Pending, Approved, Rejected, Paid and Withdrawn, with filters for employee, benefit and pay month. Approve a claim, or reject it with a reason the employee receives by email. Nobody can review their own claim.

  • Approved claims are paid with the employee's timesheet for that pay month and appear as their own lines in its pay breakdown.
  • When the timesheet is paid, its claims become Paid. If the timesheet is rejected, the claims move to the next one.
  • Each claim is in the employee's pay currency; a timesheet only includes claims in its own currency.

See the Benefits guide for the full employee and admin walkthrough.

Centralised HR management
Company Info, Timeoffs, Overtime, Timesheets, and Benefits all live in one admin section.
Approvals in one place
Approve or reject time off, overtime, timesheets and benefit claims from one admin section, with a reason sent to the employee when you reject.
Calendar & table views
Switch between visual calendar and sortable data table views for maximum flexibility.
Real-time KPI tiles
Every Company section opens with live summary tiles — so you know exactly what needs attention.

API keys

Company Info → Developers lets another system use TeamTrackin through its API: read and change tickets, move them across columns, add comments and checklists, and read boards, sprints and people. Click New key and choose:

  • A name, so you know where the key is used.
  • Acts as: the person the key works as. Every call runs with their boards, permissions and Space roles, so a key can never do more than they can. A key acts as you; owners and admins can choose someone else who can't do more than them (a shared "API bot" user works well).
  • Start from a preset: Read everything, Project manager, HR, Full access (account owner only) or one of your company's own presets. It ticks only what you may give, within your plan, and says how many it left out; you can then change the boxes. Save as preset saves the ticked boxes under a name.
  • Permissions: Read, Write and Delete for each area (tickets, comments, files, boards, Docs, time, people and more; some areas also have Approve or Budget). The Read / Write / Delete header stays at the top while you scroll. A call needs the permission and the person's own permission. A lock means only owners and admins can give it (hover it, or tap it on a phone); greyed-out boxes aren't in your plan or are things you can't do yourself (hover for why).
  • An expiry date, the addresses calls may come from, and a lower requests-per-minute limit, if you want them. Each key in the list shows the calls a minute it really gets: your plan's limit, or the key's own when lower.

Nobody can give a key more than they can do themselves: permissions you can't use are greyed out, and a key never does more than whoever made or last changed it could do at that moment. Only the account owner can change a key that acts as the owner or someone with more rights, or that someone with more rights set up. Everything a key changes shows via API key: <name> in ticket history, comments, Docs page history and the Change log, and the account owner gets an e-mail and a notification whenever a key is made, changed or revoked.

The key is shown once, with a Copy button: store it in the other system straight away; it can't be shown again. Change opens a key: the top shows Created by, Acts as, Last changed by, Started from preset and Last used, and Activity lists every change to the key. Below you edit its name, permissions, expiry, addresses or limit. Revoke stops it at once and moves it to the Revokedtab, where it stays greyed and read only with who revoked it and when; a revoked key never works again and doesn't count toward your plan. Anyone with "Manage API keys" can revoke any key. If the person a key acts as leaves, the key stops working and the people who manage keys get a notification, so they can give it to someone else or revoke it.

Presets (at the top of API keys) lists your company's own presets: New preset, Edit (name and permissions) and Delete. Permissions you can't give yourself are greyed out and can't be saved in a preset. Deleting a preset doesn't change the keys made from it.

API keys and webhooks are on Standard and higher plans (3 keys and 120 requests a minute per key on Standard, 10 keys and 600 on Premium, unlimited keys and 1,200 on Enterprise); higher plans also unlock more permissions. After a plan change, permissions the new plan lacks stop at once and extra keys show Paused until you revoke one or upgrade; nothing is deleted. You need the "Manage API keys" permission in Groups & permissions. The full reference is on the API docs page.

Webhooks

A webhook tells another system the moment something happens: a ticket is created, moved or assigned, someone comments, a sprint starts or a release goes out. Click New webhook in the Developers tab, enter the https address to send to, tick the events and, if you like, choose boards. The signing secret is shown once: the other system uses it to check each delivery really came from TeamTrackin.

  • Send test sends a test event; Delivery log shows every delivery with its answer, how long it took and when the next try is.
  • A delivery that fails is tried again after 1 minute, 5 minutes, 30 minutes, 2, 6, 12, 24 and 48 hours.
  • A webhook that keeps failing (50 failed deliveries in a row, or 7 days) is turned off, and the person who added it is told. Fix the receiving side, then click Turn back on.
  • New secret makes a new signing secret; for 24 hours deliveries are signed with both, so nothing is lost while you switch.
  • Events from a private board are only sent while the person who added the webhook can still open that board.

You need the "Manage webhooks" permission. Deliveries are kept for 30 days.

AI tools

Company Info → Developers → AI tools lets the AI tools your team already uses (chat apps, code editors and any other AI tool that supports MCP, the open standard for connecting AI tools) find, create and update your tickets, boards, sprints, time and more, as one person and only within the permissions you give it. Click Make link the first time: your company gets its own connector link. Copy link copies it; Made and Last used show under it.

  • Code editors and other tools with an API key: make a key on the API keys tab with the permissions the tool should have, add a remote server in the tool (it may be called a connector or an MCP server), paste the connector link as its address and add a header named Authorization with the value Bearer followed by the key. Tools set up with a settings file can copy the example shown.
  • Chat apps with Sign in with TeamTrackin: add a custom connector in the chat app with the connector link and click Connect. Each person signs in to TeamTrackin, checks the permissions (Read, Write and Delete columns, as on the key page), unticks anything they don't want and clicks Approve. Permissions with a lock can only be approved by owners and admins (hover the lock, or tap it on a phone). Approving needs the "Connect AI tools" permission (owner and Admins by default), and nobody approves more than they can do themselves.
  • Connected AI tools: everyone sees the chat apps they approved in Profile menu → Settings → Connected AI tools, with their permissions and last use, and can click Disconnect. People with "Connect AI tools" also find the company's link there under Connect an AI tool, with Copy and two short steps; everyone else is told to ask an owner or admin for that permission. People with "Manage AI tools" see the whole company's list here.
  • Company AI policy: click Change to choose which actions AI tools may use (untick Every tool, then tick the ones to allow) and which addresses they may call from. It applies to every AI tool, with an API key or signed in.
  • New link replaces the link if it was shared too widely. The old link stops at once; API keys keep working, and chat apps that signed in must connect again.

The link alone opens nothing: every AI tool also needs one of your company's API keys or a person's approval, never does more than that person can, and only ever reaches your own company. Passwords, the vault, two-step sign-in settings, billing and payroll payouts can never be reached. AI tools with an API key come with Standard and higher plans, Sign in with TeamTrackin with Premium and Enterprise, and the company AI policy with Enterprise. People with "Manage AI tools" (owner and Admins by default, changed in Groups & permissions) manage this tab. Changes made by an AI tool show via AI tool: <name> in the history, and the account owner is told when an AI tool is connected or disconnected and when the link is renewed. See the AI tools docs page.

Manage Your Entire Company From One Place

Configure company details, handle leave and overtime, review timesheets, and administer benefits — all inside TeamTrackin's powerful admin suite.