Employee records and organisation
Maintain employee information and use department or designation options where they fit the business. Keep the record useful to the people authorised to manage it.
Team management for agenciesGive your team the context to do good work.
Bring employee information and day-to-day team workflows into the agency workspace, with access suited to each person's responsibilities.
Employee directoryView full-size
What does team management include?
ClientCee's team tools combine employee records and role-based access with employee-facing work and HR workflows. Available areas include assignments, attendance, leave, and timesheets, so agencies can coordinate people and delivery within the CRM.
Inside the feature
Team management, with the agency context.
Access around responsibilities
Configure staff roles and permissions rather than sharing an owner's account. The employee experience gives team members a route to the work and tools available to them.
Day-to-day HR workflows
Use the enabled attendance, leave, and timesheet experiences to coordinate operational needs. Define who submits information and who reviews it in your agency.
A practical workflow
From a record
to a clear next step.
Set up the teammate
Create the employee relationship and confirm the work information your agency needs to maintain.
Choose the role
Assign appropriate permissions and check the employee experience with that access.
Coordinate the working week
Use assignments and the relevant HR workflows to review work, availability, and outstanding requests.
An employee view should be actionable
A team member needs to find their assignments and understand the next step. An agency owner needs a broader operating view. Separate role experiences let those needs coexist without requiring every employee to navigate the owner's full business dashboard.
Make review responsibilities visible
An employee can submit a leave request or timesheet, but someone still needs to coordinate the response. Decide who owns each review queue and how that decision affects the working plan. The process is clearer when a submitted request has a known next owner.
Common questions
A little more clarity.
Does ClientCee have a separate employee panel?
Yes. ClientCee includes an employee experience for the work and tools available to that user. It is separate from the agency owner's operating view and the client portal.
Can agencies manage attendance and leave?
ClientCee includes attendance and leave workflows. Enable and configure the relevant modules and define who reviews requests before rolling them out to the team.
Can different staff members have different access?
ClientCee includes staff roles and permissions. Choose access around responsibilities and test the resulting employee view rather than using a shared administrator login.
Keep the work connected
See where this fits next.
Task management
Turn broad project plans into manageable assignments, with subtasks, collaboration, and progress that your team can understand.
Time tracking
Give the team a place to record effort and give the reviewer enough context to understand it, without confusing a time entry with an invoice.
Project management
Connect the engagement, the people doing the work, and the tasks that need attention, with a clearer view for your agency and its clients.
Put it into practice
How to choose a CRM for your agencyPractical planning tools
Agency team capacity calculator