Team

Add and Remove Employees

Add employees in ZMorning, understand Pending and Active status, link existing accounts, and safely remove employer access without deleting the account.

How do I add or remove a team member?

If you manage the team, switch to the manager view, shown as Client in ZMorning, then open Employees and select Add Employee. Enter the person's identity, work, and billing details, then select Save. To remove access, open the employee's three-dot menu, choose Remove, and confirm. Removal disconnects the person from this employer; it does not delete their complete ZMorning account.

Before you add someone

Confirm these details first. Correct information prevents activation, reporting, and billing problems later.

The exact email address

The invitation and account match use this address. The email cannot be changed from the employee-edit form after saving.

The person's designation

Use a recognizable job title or team role. First name, last name, email, and designation are required.

The intended billing setup

Prepare the hourly rate, currency, billing cycle, and weekly contract hours used for calculations and review.

Add an employee

  1. 1

    Open the Employees page

    Web app: Manager view (Client) → Employees

    Select Add Employee in the upper-right area of the page.

  2. 2

    Enter the required identity details

    Enter the employee's First Name, Last Name, Email, and Designation. Use the email the employee will use to sign in.

  3. 3

    Add work and billing details

    Enter the Hourly Rate, choose a Currency and Billing Cycle, and provide Weekly Contract Hours when applicable.

    Weekly contract hours must be a whole number from 0 through 168. Free accounts use Weekly billing; Daily, Monthly, Semiannual, and Annually require Pro.

  4. 4

    Review and save

    Check the email one more time, then select Save. ZMorning creates the employer relationship and prepares the employee's individual tracking settings.

Add New EmployeeWhat the form collects
Required identity First nameLast nameEmailDesignation
Work and billing Hourly rateCurrencyBilling cycleWeekly contract hours
CancelSave

What happens after you select Save

ZMorning follows one of two paths based on the email address.

New or unverified account

The employee activates access

  • ZMorning sends an activation email to the saved address.
  • The employee opens the link and selects Set Password & Activate.
  • The password must contain at least six characters.
  • The employee shows as Pending until activation succeeds, then as Active.

Existing verified account

ZMorning links the existing user

  • No duplicate account is created.
  • The employee receives a notice that they were added to this employer.
  • The row can show Active immediately because the account is already verified.
  • The employer becomes available in the employee's account and desktop employer list after refresh.

Finish the setup after adding the employee

Adding an employee does not automatically give them a task or confirm that your tracking policy is correct.

  1. Wait for the Employee List status to become Active if activation is required.
  2. Review the employee's individual settings in Tracker Settings.
  3. Assign at least one real task to the employee.
  4. Ask the employee to sign in to the desktop app, choose the correct employer, refresh tasks, and run a short test session.

Remove an employee safely

Use removal when the person should no longer work under the current employer. Prepare the offboarding before confirming it.

Before removal

Close out active work

  • Ask the employee to stop the desktop timer and synchronize pending work.
  • Review tracked time, screenshots, and any billing records you still need.
  • Unassign or reassign open tasks. Removal itself does not delete task assignments.
After removal

Refresh access

  • Have the employee sign out or refresh the desktop session.
  • Confirm that this employer is no longer offered in the desktop employer list.
  • Verify that your Employee List and open-task ownership are correct.
  1. 1

    Find the employee

    Open Employees. Use the search field if needed, then open the three-dot menu in the employee's Actions column.

  2. 2

    Choose Remove

    Select Remove. ZMorning asks you to confirm with Yes, Remove.

  3. 3

    Verify the result

    After a successful removal, the employee disappears from the current employer's Employee List.

Troubleshooting

The invitation email did not arrive

Confirm the saved address and ask the employee to check spam or filtered mail. If the address is wrong, remove that relationship and add the correct email. Contact support if the correct address still receives nothing.

The employee shows Active immediately

This usually means the email belongs to an already verified ZMorning user. They can use their existing password; no second account is needed.

The employee cannot see any tasks

Employee access and task assignment are separate. Assign the employee to a task, then have them refresh the desktop task list under the correct employer.

The removed employer still appears on desktop

First stop any running timer. Then refresh the session or sign out and sign back in so the desktop app requests the current employer list.

Frequently asked questions

Who can add or remove a team member?

Employees can be added or removed only from the manager view, shown as Client in ZMorning. The Employees page and its management actions are not available in the employee view, shown as Employee in ZMorning.

Can I add someone who already has a ZMorning account?

Yes. ZMorning links the existing account to the employer without creating a duplicate account. If that account is already verified, the employee does not need to create another password.

Why does a newly added employee already show as Active?

The email address belongs to an existing verified ZMorning account. Active describes account verification; it does not mean the employee is currently tracking time.

Does removing an employee delete their ZMorning account or previous work records?

No. Removal deletes the relationship with the current employer. It does not delete the employee's complete account or the historical work records already stored for that employer.

Does removing an employee stop a desktop timer that is already running?

No. Removal is not a remote Stop command. Ask the employee to stop tracking and sign out before removing access, then have the desktop app refresh its employer list.