Team management

Manage employees, billing details, and tracking settings

A ZMorning team member is more than a name and email address. Their employer relationship also carries role information, work and billing details, task assignments, and individual tracking preferences. Set those details deliberately before the first work session.

What does the Team area control?

Use the manager view, shown as Client in ZMorning, to add employees, monitor activation status, maintain designation and billing information, assign work, and decide which supported tracking options are enabled. Employees activate their own accounts and use the assigned access to work for that employer.

The team-member lifecycle

Each stage affects what the employee can see and how their tracked work is interpreted.

1Invite

Add the employee using the correct email and work details.

2Activate

The employee follows the email instructions and creates access.

3Assign

Connect the employee to the tasks they are responsible for.

4Track

The employee records work for the selected employer.

5Maintain

Review details, settings, access, and billing changes over time.

What belongs in a team-member record

Identity and role

Name, email address, and designation identify the employee and connect the invitation to the correct account.

Work and billing

Hourly rate, currency, billing cycle, and weekly contract hours drive cost, earnings, invoice, and productivity calculations.

Task access

Task assignments determine which work appears in the employee's desktop task list for this employer.

Tracking preferences

Screenshot, keyboard-hit-count, and mouse-hit-count settings are stored for each employee–employer relationship.

Understand employee status and access

Pending

Waiting for activation

The employee relationship exists, but the invited email account has not been verified and activated.

Active

Account activated

The employee has a verified account and can use the employer access available to that account.

Removed

Employer access removed

Removing a person ends this employer relationship. It does not delete the person's entire ZMorning account.

Important rules to know

  • Employees can be added, edited, or removed only from the manager view, shown as Client in ZMorning.
  • The email address is used for invitation and account matching; it is not editable in the employee-edit form.
  • Weekly contract hours must be between 0 and 168 when provided.
  • The Free plan supports the Weekly billing cycle; Daily, Monthly, Semiannual, and Annually require Pro.
  • Changing billing details can finalize earlier unbilled work before the new values take effect.
  • An existing ZMorning user can be connected to another employer without creating a duplicate account.

Team guides

Use these guides in order when you are adding a new person, then return to the relevant guide when details change.

1 Add and Remove EmployeesAdd an employee, understand activation status, and remove employer access safely. 2 Manage Employee DetailsUpdate the employee's name, designation, and employer-specific information. 3 Set Rates, Hours, and Billing DetailsConfigure hourly rate, currency, billing cycle, and weekly contract hours accurately. 4 Manage Tracking SettingsControl screenshots and keyboard or mouse hit counts for an individual employee.

A team member is ready to track when

  • The employee status is Active.
  • The designation, rate, currency, billing cycle, and weekly hours are correct.
  • The employee understands the enabled tracking settings.
  • At least one real task is assigned to that employee.
  • The employee can select the correct employer and task in the desktop app.