Good morning, Sarah 👋
Here's your team overview for Demo Company Inc.
4
Active Staff
↑ +1 this month
97%
Avg Attendance
↑ +2% vs last month
$5,988
Monthly Investment
→ Stable
14d
Avg Time to Hire
↑ Fastest placement yet
My Team
View all →
MS
Maria Santos
Executive Assistant
Online
JR
Jc Reyes
Customer Support Specialist
Online
AC
Ana Cruz
Digital Marketing Specialist
Break
PM
Paolo Mendez
Bookkeeper
Online
Recent Activity
Paolo Mendez completed March payroll reconciliation
2 hours ago
Invoice #INV-2024-004 has been issued — $5,988
Yesterday
Ana Cruz onboarding is 75% complete
2 days ago
New message from Michelle Santos (Account Manager)
3 days ago
Quick Actions
This Week — Attendance Snapshot
| Team Member | Mon | Tue | Wed | Thu | Fri | Total |
|---|---|---|---|---|---|---|
MS Maria Santos |
9h | 9h | 9h | 9h | — | 36h |
JR Jc Reyes |
9h | 9h | 9h | 9h | 9h | 45h |
AC Ana Cruz |
9h | 9h | 9h | Off | 9h | 36h |
PM Paolo Mendez |
9h | 9h | 9h | 9h | 9h | 45h |
My Team
4 active staff members · All performing well
MS
Maria Santos
Executive Assistant
● Active
Performance Score96/100
JR
Jc Reyes
Customer Support Specialist
● Active
Performance Score98/100
AC
Ana Cruz
Digital Marketing Specialist
● Onboarding
Onboarding Progress75%
PM
Paolo Mendez
Bookkeeper
● Active
Performance Score94/100
Invoices & Billing
All your billing history in one place — no surprises
Invoice History
| Invoice # | Period | Staff | Amount | Status | Action |
|---|---|---|---|---|---|
| INV-2024-004 | April 2024 | 4 staff members | $5,988.00 | ⏳ Pending | |
| INV-2024-003 | March 2024 | 4 staff members | $5,988.00 | ✓ Paid | |
| INV-2024-002 | February 2024 | 3 staff members | $4,491.00 | ✓ Paid | |
| INV-2024-001 | January 2024 | 3 staff members | $4,491.00 | ✓ Paid | |
| INV-2023-012 | December 2023 | 2 staff members | $2,994.00 | ✓ Paid |
Billing Breakdown — April 2024
| Maria Santos — Executive Assistant | Growth Plan · 40h/wk | $1,497/mo |
| Jc Reyes — Customer Support | Growth Plan · 40h/wk | $1,497/mo |
| Ana Cruz — Digital Marketing | Specialist Plan · 40h/wk | $1,997/mo |
| Paolo Mendez — Bookkeeper | Specialist Plan · 40h/wk | $997/mo |
| Total Monthly | $5,988/mo | |
Onboarding Tracker
Real-time progress for new team members
AC
Ana Cruz
Digital Marketing Specialist · Started Mar 1, 2024
75%
Complete
Overall ProgressWeek 3 of 4
✓
Week 1 — System Access & Setup
✓ Completed Mar 7
✓
Workstation configured and tested✓
Software access granted (Canva, Google Ads, Meta Business)✓
Company email and Slack onboarding complete✓
NDA and employment agreement signed✓
Week 2 — Brand & Tools Training
✓ Completed Mar 14
✓
Brand guidelines and tone of voice reviewed✓
Existing campaign audit completed✓
First social media content calendar drafted✓
Intro call with marketing lead completed→
Week 3 — Live Campaigns & Workflows
In Progress
✓
First Meta ad campaign launched and running✓
Weekly reporting template set up→
Google Ads optimisation in progress·
First performance review with your team4
Week 4 — Independent Operations
Starts Mar 22
·
Fully autonomous campaign management·
Monthly reporting cadence established·
30-day performance review with StaffWiz AM·
Onboarding sign-off — Ana goes fully liveNew Hire Request
Tell us who you need — we'll have candidates ready within 5–7 business days
Role Details
Tell us about the role you need to fill
🔒 Your request goes directly to your account manager, Michelle Santos
Request Submitted!
Your new hire request has been sent to Michelle Santos and the StaffWiz recruiting team.
What happens next:
Within 5–7 business days, we'll present your top 3–5 pre-vetted candidates.
You'll receive an email notification when your shortlist is ready to review.
What happens next:
Within 5–7 business days, we'll present your top 3–5 pre-vetted candidates.
You'll receive an email notification when your shortlist is ready to review.
Documents & Contracts
All your agreements, reports and files — securely stored
New — Requires Action
Master Service Agreement — April 2024 Renewal
✦ Awaiting Signature
Ana Cruz — Statement of Work
⏳ Under Review
All Documents
MSA — Original Agreement
✓ Signed
Q1 2024 Performance Report
New
Maria Santos — SOW
✓ Signed
Jc Reyes — SOW
✓ Signed
Paolo Mendez — SOW
✓ Signed
Q4 2023 Performance Report
✓ Reviewed
Messages & Support
Direct line to your account manager and support team
Conversations
MS
Michelle Santos
New
Ana Cruz onboarding update
Week 3 is going really well! Ana has launched her first...
MS
Michelle Santos
April invoice issued
Hi Sarah, your April invoice has been generated...
SW
StaffWiz Support
Payroll processed — March 2024
All four team members have been paid on time...
MS
Michelle Santos
Monthly check-in — March
Hi Sarah! Hope all is well. Just checking in on how...
MS
Michelle Santos
Online · Account Manager
Settings & Preferences
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👤 Company Profile
🔔 Notifications
💳 Billing Preferences
🔒 Security
👥 Team Access
Company Profile
Email Notifications
Invoice issued
Get notified when a new invoice is ready to pay
Payment confirmed
Confirmation when your payment is received
Onboarding updates
Weekly progress updates for new team members
New message from AM
Get notified when your account manager messages you
Monthly performance report
Receive your team's monthly performance summary
Attendance alerts
Notify me if a team member has an unplanned absence
Billing Preferences
Auto-pay via Stripe
Automatically charge saved card on invoice due date
Invoice reminders
Send me a reminder 3 days before invoice is due
PDF invoice copies
Email a PDF copy of every invoice automatically
Billing Email
Security
Two-factor authentication
Add an extra layer of security to your account
Login notifications
Email me when a new device logs into this account
Portal Access — Team Members
| Name | Role | Access | |
|---|---|---|---|
| Sarah Mitchell | [email protected] | Admin | Full |
| James Mitchell | [email protected] | Manager | View Only |