Sequifi

Manage your team's information, compensation, and performance (Manager/Admin Only)

Team Management

When a team member's information changes, Sequifi allows managers and admins to update their profile to keep records accurate and ensure payroll runs smoothly.

Updating Employee Information

When a rep needs to move to a different office or location, Sequifi allows admins to transfer them while preserving their account history and adjusting their organization structure.

Transferring Reps Between Offices

When a rep leaves the company, needs to be temporarily removed, or has payroll issues that need to be resolved, Sequifi allows admins to suspend their access and stop their…

Suspending or Stopping Payroll

Managing Your Team

When a rep earns a commission bump or their pay structure needs to change, Sequifi allows admins to update their commission rates without requiring a completely new contract.

Updating Commission Rates

Manual overrides allow admins to add a one-time override payment to a specific account for a specific person, outside of the normal override structure.

Adding Manual Overrides

Custom payroll fields let you add extra categories to payroll for tracking specific items like travel expenses, bonuses, or deductions that aren't part of the standard commission and override structure.

Customizing Payroll Fields

Employment packages in Sequifi contain all the key details about a rep's position, organization, and compensation, and admins can update these packages when changes are needed.

Managing Employment Packages

Updating commission rates, changing compensation structures, adding manual overrides, setting up custom payroll fields

Commission & Pay Structures

The Company report gives admins a complete overview of organizational performance, including payroll totals, sales snapshots, and projected earnings across the entire company.

Company Overview Reports

The Sales report gives admins a detailed view of all accounts across the organization, including customer information, account statuses, commission breakdowns, and the ability to import or add new sales.

Sales Reports

The Payroll report gives admins a complete history of all processed payrolls, allowing you to review what was paid, when it was paid, and the detailed breakdown for each pay…

Payroll History

Pending Service Accounts

The Pending Service and Clawbacks reports help admins track accounts that haven't completed yet and commissions that have been taken back due to cancellations.

Clawbacks & Reconciliations

Viewing team reports, office performance metrics, rep-by-rep analytics

Team Performance

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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