Tab Overview

This article gives a brief overview of the CanopyWS application window.

 Canopy has 7 tabs, which allow a user to interact with their employee and company data. Administrators have the ability to hide any of these tabs on a role-by-role basis.

Employees

The Employees tab provides access to employee information. This can include personal data, job-specific information, and employee files. Clicking on the main Employees button also opens a searchable list of all employees, and any tasks or reports.

Time and Attendance

This tab directs you to all data related to paid time off (PTO) and time sheet balances. You can also edit employee schedules, close pay periods, and add company-wide holidays.

Communications

Here you can send messages, documents, and notifications to other Canopy users.

Administration

Think of this tab as your hiring and on boarding hub. Here you are able to add and edit job profiles, post new openings, and organize performance reviews.

Reporting

Canopy comes with the ability to run reports on time, benefits, and PTO. You can also create custom reports here.

Utilities

Here is where you can import and export large amounts of data into Canopy’s system.

Setup

Lastly, this tab is where you can create custom fields for data, assign security roles to users, and configure employee portals.