HR Workspace
Surveyor performance, qualifications and roster reconciliation in one place.
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Someone's told me something
For managers: when someone tells you about harassment. Four quick questions, then exactly what to do now โ and a confidential log that goes straight to HR.
Open the guide →
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Employee Handbook
The whole handbook to read, search, print or download as a PDF โ plus the HR Assistant to ask questions about it.
Open the Handbook →
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Employees
The staff directory, pulled live from Connecteam โ who works here, their team, department, direct manager and start date, with each person's full record a click away.
Open Employees →
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Leaderboards
Surveyor quality leaderboard and the Google Reviews leaderboard in one place โ monthly 0โ100 quality ranking, plus which surveyors customers name in their reviews.
Open Leaderboards →
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Team Weekly Reports
Each team PM's weekly handover โ what's done, what's live, what's at risk, who's off, and what someone would pick up first if the PM weren't here. Shows which of Teams 1โ10 have filled theirs in.
Open Weekly Reports →
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Staff Documents
Performance Improvement Notices and Employment Contracts โ check and issue proposed PINs, keep the per-person PIN register (live PINs expire after 12 months; three flag a review meeting), and issue contracts.
Open Staff Documents →
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Disciplinary & Performance Cases
For managers and HR: a guided case for one employee, step by step through handbook Part 13 โ review meeting, PIP, investigation, hearing, outcome and appeal โ with the dates worked out, the letters drafted, and guardrails against unfair process.
Open Cases →
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Qualifications
Record each surveyor's qualifications โ DEA, RA, RC, Degree, MCIOB, ARICS, MRICS. Ticks save automatically and show on the leaderboard.
Open Qualifications →
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Accreditations, Insurances & Policies
Company accreditations, memberships, insurances and policies โ Construction Line, SSIP, RICS, CIOB and more, with references, renewal dates and status.
Open Accreditations, Insurances & Policies →
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Reconciliation
Cross-checks audited surveyors against active calendars โ flags likely leavers, surveyors with no audits, and name mismatches to tidy up.
Open Reconciliation →
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Attendance & Time
Holiday & absence bookings, overtime hours and the Bradford factor absence score โ the team's time in one place.
Open Attendance & Time →