Operations

Every team member, every certification, every document — in one place.

Onboarding, food handler cards, alcohol certifications, training records. All on the right phone, all current, all auditable.

What you get

Built for the way your shift runs, not how a SaaS deck imagines it.

Onboarding without the email chase

New hire fills W-9, I-9, direct deposit, and signs handbook on their phone before their first shift.

Certifications that never expire silently

Food handler, ServSafe, alcohol cert tracked per employee. Reminders go out 30 days before expiry.

Role-based training

Assign training videos and SOPs by role. Track completion and quiz scores per employee.

Audit-ready records

Health inspector arrives. You pull every certification, every training, every signed document in seconds.

What operators see

The numbers we hear back

<10mNew hire setup
0Lapsed certifications missed
100%Documents in one place
Driven by an agent

Meet Kai.

Kai keeps onboarding documents and certifications current.

Meet Kai
Plays well with
GustoADPBambooHRRipplingDocuSign

Questions about Team & Documents

Yes. Background checks, NDAs, performance reviews — all per-employee, all permissioned.

By role. New hire role triggers the right training package. Completion is tracked and signable.

Each employee can be assigned to multiple locations with location-specific permissions and certifications.

Try Team & Documents on your real data.

Connect your POS, run the next shift on Clockout, and decide before your trial ends.