> ## Documentation Index
> Fetch the complete documentation index at: https://beebole.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Team Leader Guide: manage and approve your team

> A Beebole guide for team leaders: add and invite people, assign roles and work schedules, approve timesheets and time off, and monitor team compliance.

As a team leader in Beebole, you manage the people on your team and keep their time tracking on track. This guide covers the core flow — add and invite people, assign their roles and work schedules, approve the timesheets and time off they submit, and monitor compliance. Each step links to the page with the full detail.

<Info>
  What you can do depends on the role your administrator assigned you. The tasks below assume your role grants management rights over your team's people, schedules, and approvals.
</Info>

## Add and invite people

Open **People** in the sidebar to add the team members who track time. Click the **+** button (**Add person**) and enter their **Name**, **Email**, and **Role**. To add several people at once, copy rows from a spreadsheet — one person per line: name, then **Tab**, then email — click **Paste**, review the entries, and add them all.

Adding a person and inviting them are two separate steps: a profile exists as soon as you save it, but the person cannot sign in until you invite them. Open the person's profile and click **Invite by email** — Beebole emails a secure link, with no password to set.

See [People](/help/documentation/people) for the full add, invite, and offboarding flow.

## Assign roles

Each person has a role that controls what they can see and do in Beebole. You set the role when you add a person, and you can change it at any time from the **Role** field on their profile. Roles are defined under **Settings** > **Person Roles**, where you can create roles and choose the permissions each one grants.

See [Roles & permissions](/help/documentation/roles-authorisations) for what each permission scope covers.

## Assign work schedules

A work schedule defines a person's standard working hours and days, which Beebole uses to measure overtime and undertime when they submit. Open a person's profile, use the **Work schedule** panel, and pick a schedule with the **Select schedule** picker — the assignment saves automatically. A schedule set on a person overrides one inherited from their tags or the organization default.

See [Work schedules](/help/documentation/work-schedule) for creating schedules and assigning them at the organization, tag, and person levels.

## Approve timesheets and time off

When approval is configured, the timesheets your team submits enter a workflow where you review their work. Open the approval view, check each submitted period, and click **Approve** to validate it or **Reject** to return it with a comment. Rejecting requires a reason, and the person resubmits after fixing their entries. Time-off requests follow the same review workflow.

See [Approval](/help/documentation/approval) for how the stages work and how to handle time off.

## Monitor team compliance

Keep your team on track from two places in Beebole:

* **Timesheet score** — a per-person compliance score shown on your team and approval views. It reflects whether each person is **On time**, has **Late submissions**, has **Not submitted**, or has **Rejections** — a quick read on who needs a nudge.
* **Journal** — open **Journal** in the sidebar for your team's activity feed: submissions, approvals, rejections, and messages. You can filter the feed and post messages to follow up with people.

See [Journal](/help/documentation/journal) for the activity feed, filtering, and messages.

## Related content

<CardGroup cols={2}>
  <Card title="People" icon="users" href="/help/documentation/people">
    Add team members, invite them by email, and offboard people.
  </Card>

  <Card title="Roles & permissions" icon="shield-halved" href="/help/documentation/roles-authorisations">
    Define roles and choose what each person can see and do.
  </Card>

  <Card title="Approval" icon="circle-check" href="/help/documentation/approval">
    Review submitted timesheets and time off, then approve or reject.
  </Card>

  <Card title="Journal" icon="rss" href="/help/documentation/journal">
    Follow your team's activity feed and message people directly.
  </Card>
</CardGroup>

## Frequently asked questions

<AccordionGroup>
  <Accordion title="How do I invite a team member to Beebole?">
    Add the person first: open **People** in the sidebar, click the **+** button (**Add person**), and enter their **Name**, **Email**, and **Role**. Then open their profile and click **Invite by email**. Beebole sends a secure sign-in link — there is no password to set.
  </Accordion>

  <Accordion title="How do I add several people at once?">
    In the add-person panel in Beebole, copy rows from a spreadsheet — one person per line, with the name and email separated by **Tab** — click **Paste**, review the entries, and add them all in one step.
  </Accordion>

  <Accordion title="How do I change someone's role?">
    Open the person's profile in Beebole and select a new role from the **Role** field. The change applies immediately. Roles themselves are created under **Settings** > **Person Roles**.
  </Accordion>

  <Accordion title="How do I approve my team's timesheets?">
    When approval is configured, open the approval view in Beebole, review each submitted period, and click **Approve** to validate it or **Reject** to return it with a required reason. Time-off requests follow the same workflow.
  </Accordion>

  <Accordion title="How do I see who has not submitted their timesheet?">
    Use the **Timesheet score** on your team and approval views in Beebole. It flags each person as **On time**, **Late submissions**, **Not submitted**, or **Rejections**, so you can spot who needs a reminder at a glance.
  </Accordion>
</AccordionGroup>
