Employees that have an enabled user login will add a $15/month charge to your subscription. These logins will not be discounted, refunded, or prorated if canceled between monthly billing-cycle.
Introduction
Managing your team in Copilot starts with creating accurate employee records. You can add new employees, update details, or remove employees as your business changes.
Add an Employee
Go to Team > Employees in the left-hand menu.
Click + Add Employee.
Fill in the employee’s details:
Title (e.g., Manager, Crew Worker)
First and Last Name
Birth Date and Hire Date
Salary (hourly, daily, weekly, monthly, or yearly)
Chemical Applicator’s License (if applicable)
Contact Information (email, address, phone, etc.)
Notes (any important details to keep on file)
Employee Login Access (set login email, password, and permissions)
Click Save Employee to finish.
💡 Giving each employee their own login ensures accurate time tracking and accountability. See Best Practices: Every Employee Should Have Their Own Login
Editing an Employee
Go to Team > Employees.
Find the employee you want to edit and click their name.
Update any fields as needed (e.g., role, salary, notes, login access).
Click Save Employee to apply your changes.
Tip: Use the notes field to document important HR or operational details (e.g., preferred communication method, certifications, or performance notes).
Removing an Employee
Go to Team > Employees.
Select the employee you want to remove.
Click Delete Employee.
Removing an employee deletes their record from your employee list. If you want to keep their history but prevent login access, consider deactivating their login instead of deleting them.