Sequifi

Which tasks work in the Sequifi app and which need the website, and why a tab might be missing.

What you can and can't do in the mobile app

The app can't change your bank account. Change direct deposit and tax info in any browser, including your phone's.

Change your direct deposit (web, phone browser, and why not in the app)

Super admins can open another person's view in the Sequifi app by scanning a View As QR code from the website.

View As on your phone (super admins)

Which permission-group policies and add-ons show or hide each part of the Sequifi app, and where to change them.

Admin: what controls what the mobile app shows

Submit a sale from your phone with New Sale in the Sequifi app, when your company uses the Sales Form.

Mobile: add a sale (New Sale)

See where you rank with Standings in the Sequifi app: metrics, filters, office drill-down and CSV export.

Mobile: Standings (Leaderboard)

Download the Sequifi app, what to type in Workspace, sign-in error messages and resetting your password.

Get started with the Sequifi mobile app (download and sign in)

Which onboarding steps the app handles, and how to finish ID uploads and documents in a browser.

Mobile: finish onboarding on your phone (ID and document uploads)

Check Pending Pay, verify your pay or request a review, and open your paystubs in the Sequifi app.

Mobile: pending pay, verifying your pay and paystubs

Use the Sales tab in the Sequifi app to see your commissions, overrides and each sale's milestones.

Mobile: sales, commissions and overrides

Follow your requests in the Sequifi app, approve or deny requests as an approver, and where to submit new ones.

Mobile: track requests and approve them

Clock in, take a break or lunch, and clock out in the Sequifi app when your company uses Clock In/Out.

Mobile: clock in and out

Refer a candidate with your QR code or the Add Candidate form, and see view-only Hiring lists in the Sequifi app.

Mobile: candidates, onboarding and your referral QR code

Download the Sequifi app, sign in, and use it on your phone

Mobile App

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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.

Ship something

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

Connect your stack

A quick lap of the product so you know where everything lives.

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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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

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