This glossary explains the words you'll see in Sequifi, using the labels on the screen. Your company can rename a few things (for example, mortgage companies see Loan instead of Sale), and some terms apply only if your company uses that feature.

Who can do this: Everyone. Terms marked (admins) describe admin-only tools.

People and access

Worker: anyone your company pays.
Employee: a W-2 worker.
Contractor: a 1099 worker. Most companies on Sequifi pay contractors.
Rep: a worker in a field-sales role.
User: anyone with a Sequifi login.
Permission group: the set of permissions that decides which menus, pages and buttons you see. Your job title doesn't. See Why can't I see a menu or feature?
Company Admin: also called a super admin. The only kind of user who sees Tools, User Management, Billing, Email Settings and View As.
Is Manager: a field on a worker's Organization tab. It lets that person approve their team's requests. It doesn't add menu items.
Worker view and Admin view: the two views of the web app. Switch with the Worker / Admin toggle at the top of the page.
Workspace: the first part of your company's Sequifi address (the acme in acme.sequifi.com). The mobile app asks for it when you sign in.
Add-on: a feature your company turns on separately, such as SequiDocs, S-Clearance or Clock In / Clock Out.
SequiDocs: Sequifi's add-on for document templates and e-signatures, such as offer letters and agreements.
S-Clearance: Sequifi's add-on for background checks and drug tests for new hires.

Sales

Sale: a customer job or deal. Mortgage companies see Loan instead of Sale. It is the same thing.
ID: the sale's identifier, shown in the ID column. Some screens call it a PID. It comes from your company's sales system.
Sale status: where the job itself stands, for example pending, serviced or cancelled. It is separate from pay status. See Understand sales status and payment status.
Milestone: a payment point your company defines, often named M1, M2 and so on. A milestone pays once its date is recorded on the sale. Your company decides which milestones it uses.
KW or Sq ft: the unit on a sale. Most companies use KW. Turf, mortgage and roofing companies use Sq ft.
Redline: a set rate that some commission plans are based on. Mortgage companies call it Office Fee. Not every company uses it.

Pay

Commission: what you earn on your own sales. Find it in My Earnings > Commission.
Override: pay you earn on other people's sales. Types are Direct, Indirect, Office, Stack, Manual and Manager. Direct overrides go to the selling rep's recruiter. Find them in My Earnings > Override.
Pending Pay: the page (titled "Pending Pay Breakdown") that shows what you are expected to be paid for the current open pay period. The amounts are anticipated, not final.
Verify Pay and Request Review: buttons on Pending Pay that appear when your admin sends pay for review. Verify Pay confirms your pay looks right. Request Review sends your admin a comment about what looks wrong.
Pay stub: the record of what a payroll paid you. My Earnings > Pay Stubs opens your latest one. Reports > Past Pay Stubs has the history.
One-Time Payment: a payment made outside a regular payroll. It has its own One-Time Payment tab on Past Pay Stubs.
Adjustments: the pay stub section where approved requests, such as bonuses, usually show.
Deductions & Accruals (D&A): the pay stub section for amounts your company deducts or accrues each pay period.
Additional Values: extra pay fields your company defines. Pay stub lists call them Additional Fields.
My Wages: your wage details, for hourly or salaried positions.

Pay statuses

Each payment line on Commission and Override shows one of these:

Status	What it means
Projected	What you could earn. No pay date is set yet.
Pending	"Has a pay date, not paid out yet."
Paid	"Marked as paid in the system."
Clawback	Pay taken back after a sale is cancelled. It is taken from a later payroll.
Do Not Pay	A line your company chose to withhold. It is not Pending, and it is never clawed back.

Requests

Request: a way to ask for money or time off. Open Requests > My Requests and select Add Request.
Request types: Payroll Dispute, Reimbursement, Bonus, General Advance, Advance against an Account, Incentive, Leave(Unpaid), PTO, Time Adjustment, and Sick Time (W-2 employees only). Managers and Company Admins can also choose Fine/fee. There is no Draw request type.
Advance against an Account: an advance tied to one sale. It can't be more than the commission still available on that sale.
Outstanding Advances: the card on My Requests that shows advances you haven't repaid yet.

Request statuses

Status	What it means
Pending	Waiting for your manager to approve or decline it.
Approved	Your manager approved it, and it is now with your company's admin. Approved does not mean paid.
Declined	It was not approved.
Scheduled	The admin accepted it for an upcoming payroll.
Paid	The request has been paid.
Recovering	The amount is being taken out of your pay over more than one paycheck.

Hiring

Candidate: someone your company may hire. Older guides call this a lead. Find them in Hiring > Candidates.
Referral: a candidate you suggest through Referrals or your referral link.
Pipeline: a board that shows candidates in stages (buckets).
Onboarding: the steps a new hire completes after an offer. Hiring > Onboarding shows each person's status.

Admin terms

Stop Payroll (admins): stops all future payments to a person. It doesn't block their access.
Suspend Access (admins): blocks a person from Sequifi. It doesn't affect their payroll calculations or payouts.
View As (Company Admins): see Sequifi the way another user sees it.
Notifications: the bell at the top of the page. It shows the status of exports, imports and payroll jobs.

On the mobile app

The app uses a few different labels. Standings is the leaderboard. Deduct. & Accr. means Deductions & Accruals, and Additional Val. means Additional Values.

Still stuck? Getting help from Sequifi Support.

Key terms used in Sequifi