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Pebb’s Employee Management Handbook

Learn how to use Pebb to manage employees, communication, shifts, clock-in, PTO, tasks, events, files, forms, knowledge, team chat, and people directory across frontline and office teams.

A practical guide to running your team, communication, operations, and culture in one place

Welcome to Pebb — your all-in-one employee management platform for frontline and office teams.

This handbook explains the basics of how to use Pebb the right way. It covers the main features, how they work together, and how a company can use Pebb to manage employees across stores, restaurants, hotels, construction sites, warehouses, offices, and multi-location teams.

Pebb is built around one simple idea:

Your people, communication, schedules, tasks, documents, files, time tracking, events, forms, and company knowledge should live in one connected place.

No more jumping between WhatsApp, spreadsheets, email, Google Drive, paper forms, separate scheduling tools, and random chat groups.

Pebb brings everything together.


1. How Pebb is organized

Pebb has two main layers:

  1. Organization-wide features

  2. Space-based features

Understanding this is the key to using Pebb well.


Organization-wide features

Some features belong to the whole company, not to one specific Space.

These include:

People Directory
Your full employee directory, profiles, teams, branches, managers, and org chart.

Team Chat
Your organization-wide messaging system for 1-to-1 chats, group chats, voice calls, and video calls.

Time Off
Your company’s PTO and leave management area.

These tools help everyone stay connected across the full organization.


Space-based features

Most operational tools in Pebb live inside Spaces.

A Space is a dedicated area for a group of people. A Space can be based on a branch, location, team, department, project, job site, or company-wide purpose.

For example:

  • Everyone

  • NY Store

  • Boston Branch

  • Housekeeping

  • Front Desk

  • Kitchen Team

  • Operations Team

  • Construction Site A

  • Warehouse Night Shift

  • Managers

Each Space can have its own features turned on.

A Space can include:

  • News Feed

  • Shift Scheduling

  • Clock In

  • Tasks

  • Events

  • Files

  • Wiki / Knowledge Library

  • Digital Forms

This means each team gets only what it needs.

A hotel may use Spaces for Housekeeping, Front Desk, Maintenance, and Everyone.
A retail company may use one Space per store.
A construction company may use one Space per job site.
A restaurant group may use one Space per location, plus a managers Space.

This keeps work clean, focused, and easy to manage.


2. The right way to set up Pebb

A good Pebb setup usually starts with this structure:

Create an Everyone Space

The Everyone Space should include all employees.

Use it for:

  • Company-wide announcements

  • Company policies

  • Employee onboarding

  • General events

  • Company updates

  • Important posts

  • Organization-wide documents

This is the Space where everyone sees the information that applies to the whole company.


Create Spaces for branches, teams, or departments

Then create more focused Spaces.

For example:

A retail company may create:

  • NY Store

  • Boston Store

  • Managers

  • Operations

A restaurant group may create:

  • Downtown Restaurant

  • Kitchen Team

  • Front of House

  • Managers

A hotel may create:

  • Front Desk

  • Housekeeping

  • Maintenance

  • Food & Beverage

  • Everyone

A construction company may create:

  • Site A

  • Site B

  • Field Managers

  • Office Team

Each Space should include the people who actually need to work together.


Turn on only the features each Space needs

Not every Space needs every feature.

For example:

The Everyone Space may need:

  • News Feed

  • Wiki

  • Events

  • Files

  • Forms

The NY Store Space may need:

  • Shift Scheduling

  • Clock In

  • Tasks

  • News Feed

  • Files

  • Forms

The Managers Space may need:

  • Chat

  • Tasks

  • Events

  • Files

  • Wiki

The Construction Site A Space may need:

  • Clock In

  • Tasks

  • Forms

  • Files

  • Wiki

  • News Feed

This keeps Pebb simple for employees.


3. People Directory

The People Directory is the company-wide employee directory.

It helps employees find coworkers, see roles, understand teams and branches, view employee profiles, and send messages.

The People Directory is not limited to one Space. It represents the whole organization.

Use it to:

  • Search employees

  • Filter by team

  • Filter by branch

  • View the org chart

  • Open employee profiles

  • Send direct messages

  • Invite new people

  • Edit user details

  • Set admins or managers

  • Remove users when needed

Each employee profile can include:

  • Name

  • Role

  • Username

  • Profile photo

  • Branch

  • Team

  • Birthday

  • Manager

  • Bio

  • Posts feed

  • Send message button

The People Directory is especially helpful for companies with multiple locations or frontline workers who do not know everyone personally.

A hotel employee can find someone from Maintenance.
A retail worker can find their branch manager.
A construction worker can find the field manager for the site.
A new hire can open the org chart and understand who reports to whom.

Best practice: keep profiles updated. Make sure every employee has the right role, branch, team, and manager.


4. Team Chat

Team Chat is Pebb’s organization-wide messaging system.

It sits outside the Spaces view as a separate category.

Use Team Chat for fast conversations:

  • 1-to-1 messages

  • Group chats

  • Manager check-ins

  • Branch conversations

  • Project chats

  • Voice calls

  • Video calls

  • File sharing

  • GIFs and emojis

  • Quick questions

  • Shift coordination

Team Chat supports:

  • Direct messages

  • Group chats

  • Chats from existing Spaces, teams, or branches

  • New custom group chats

  • Voice calls

  • Video calls

  • Message replies

  • Reactions

  • Attachments

  • GIFs

  • Mute notifications

  • Add people

  • Edit groups

  • Leave groups

  • Delete chats

Use 1-to-1 chats for private conversations.
Use group chats for teams, branches, managers, or projects.
Use voice calls when typing is too slow.
Use video calls when someone needs to show something visually.

For example:

A front desk employee can video call Maintenance about a room issue.
A construction supervisor can call a worker on site.
A restaurant manager can create a Dinner Shift group chat.
A retail manager can message the NY Team during a busy sale.

Best practice: use Chat for quick communication, but do not use it as the permanent home for policies or procedures. Long-term knowledge should go in the Knowledge Library.


5. News Feed

The News Feed is where teams share updates, announcements, daily messages, important posts, polls, media, and team conversations.

News Feed lives inside Spaces.

That means each Space can have its own feed.

Use News Feed for:

  • Company announcements

  • Daily updates

  • Important reminders

  • Team celebrations

  • Branch updates

  • Safety notices

  • Policy updates

  • New employee introductions

  • Polls

  • Photos and videos

  • Posts that require acknowledgement

A News Feed post can include:

  • Text

  • Images

  • Videos

  • Files

  • GIFs

  • Links

  • Comments

  • Replies

  • Reactions

  • Polls

  • Scheduled publishing

  • Silent post option

  • Important post option

  • Acknowledgement tracking

Important posts

Important posts require employees to click Acknowledge.

Use this for things employees must read, such as:

  • Safety instructions

  • Policy updates

  • Emergency notices

  • HR updates

  • Schedule changes

  • Required training reminders

  • Store reopening instructions

  • Restaurant health rules

  • Construction hazard warnings

Managers can see how many people acknowledged the post.

Polls

Polls help collect quick feedback.

Use polls for:

  • Team activity choices

  • Lunch preferences

  • Training times

  • Uniform options

  • Employee feedback

  • Shift interest

  • Event planning

Notifications

News Feed posts can be sent through mobile notifications and email notifications, depending on what the company wants.

Use notifications for important posts.
Use silent posts for casual or non-urgent updates.

Best practice: use the Everyone Space for company-wide announcements and branch/team Spaces for local updates.


6. Shift Scheduling

Shift Scheduling helps managers create, assign, publish, and manage employee schedules.

It lives inside Spaces and works on web and mobile.

Use Shift Scheduling for:

  • Weekly schedules

  • Daily schedules

  • Assigned shifts

  • Open shifts

  • Shift roles

  • Labor cost tracking

  • Sales tracking

  • Employee availability

  • Draft schedules

  • Shift templates

  • Swap requests

  • Reports

  • Notifications

Key capabilities include:

  • Assigned Shifts

  • Open Shifts

  • Day, Week, and Month views

  • View by Space Members

  • View by Shift Roles

  • View by Hours of Day

  • Create Shift

  • Publish schedules

  • Save as draft

  • Save as template

  • Load templates

  • Notify assigned members

  • Notify all Space members

  • Download reports

  • Track labor cost

  • Track sales

  • Manage employee availability

  • Allow or block shift decline

  • Allow shift swap requests

  • Set stop-swap time before shift starts

  • Create job roles with hourly wages

  • Add shift location and place

Assigned shifts

Assigned shifts are given to specific employees.

Use them when a manager knows exactly who should work.

Open shifts

Open shifts are available for employees to claim.

Use them when you need coverage but do not know who will take the shift yet.

For example, a restaurant can create four open evening shift slots and let available employees claim them.

Draft mode

Draft mode lets managers build the schedule before employees see it.

This is useful when planning next week’s schedule.

Publish

Publishing makes the schedule official.

When publishing, managers can choose whether to notify assigned employees, notify all Space members, or publish without notifications.

Templates

Templates help managers reuse common schedules.

Use daily, weekly, monthly, or custom templates for recurring staffing patterns.

Best practice: create Spaces by branch or location when schedules are location-specific. A New York store should have its own shift schedule, separate from the Boston store.


7. Clock In

Clock In is Pebb’s employee time tracking feature.

It helps employees start and end work sessions, while managers review work hours, break time, locations, and timesheet reports.

Clock In lives inside Spaces and works on web and mobile.

Use Clock In for:

  • Employee time tracking

  • Start clock

  • End clock

  • Break time

  • Session history

  • Manual sessions

  • Timesheet reports

  • Location tracking

  • Branch validation

  • Photo uploads

  • Manager corrections

Key capabilities include:

  • Start Clock

  • End Clock

  • Live session timer

  • Session in progress status

  • Total sessions

  • Total time

  • Break time

  • Select member

  • Date range filter

  • Create session manually

  • Edit sessions

  • Delete sessions

  • Timesheet report download

  • GPS location capture

  • Validate clock-in location

  • Select branch

  • Enter location manually

  • Upload photo

Geolocation

When enabled, Pebb can capture GPS location when members start and end sessions.

Validate clock-in location

When enabled, employees must be near a branch location to clock in.

This is useful for stores, restaurants, hotels, warehouses, and job sites.

Manual sessions

Managers can manually create sessions when employees forget to clock in or clock out.

Best practice: use Clock In inside the Space where the work happens. If employees work at different branches, create branch Spaces and configure location settings for each branch.


8. Time Off

Time Off helps companies manage PTO, vacation days, sick leave, unpaid leave, and other employee leave requests.

It sits under the People area and works on web and mobile.

Use Time Off for:

  • PTO requests

  • Vacation requests

  • Sick leave

  • Unpaid leave

  • Personal days

  • Approval workflows

  • Paid and unpaid day tracking

  • Request history

  • Pending approvals

  • Time off reports

Key capabilities include:

  • Request Time Off

  • Start date

  • End date

  • Total days

  • Time Off Type

  • Create new type

  • Send request to approver

  • Notes

  • Submit request

  • Pending for approval

  • Approve requests

  • Decline requests

  • Filter by status

  • View yearly summary

  • Download Time Off report

Time Off summaries show:

  • Total days

  • Paid days

  • Unpaid days

Request statuses include:

  • Pending

  • Approved

  • Declined

  • Cancelled

Best practice: review Time Off before creating shift schedules. This helps managers avoid assigning employees who already have approved leave.


9. Tasks

Tasks help teams assign work, set deadlines, and track completion.

Tasks live inside Spaces and work on web and mobile.

Use Tasks for:

  • Action items

  • Opening and closing work

  • Shift preparation

  • Team reminders

  • Employee onboarding steps

  • Maintenance follow-ups

  • Inventory checks

  • Meeting preparation

  • Safety checks

  • HR follow-ups

  • Project work

A task can include:

  • Title

  • Description

  • Private or public setting

  • Assigned people

  • Due date

  • Due time

  • Task owner

  • Space name

  • Completion status

  • Delete option

Private tasks

Private tasks are visible only to the task owner and assigned people.

Use them for personal or sensitive work.

For example:

  • Upload missing documents

  • Complete profile setup

  • HR follow-up

  • Personal onboarding task

Public tasks

Public tasks are visible to the Space.

Use them when the task is relevant to the team.

For example:

  • Prepare for team meeting

  • Review this week’s schedule

  • Complete closing checklist

  • Set up event space

Best practice: use Tasks when a message needs to become trackable work. If something must be done, do not leave it buried in chat.


10. Events and Team Calendar

Events gives each Space a shared Team Calendar.

Use Events for:

  • Team meetings

  • Weekly syncs

  • Monthly all-hands

  • Training sessions

  • Celebrations

  • Safety briefings

  • Store meetings

  • Restaurant pre-shift meetings

  • Hotel department meetings

  • Construction site briefings

  • Warehouse meetings

  • Company events

Events live inside Spaces and work on web and mobile.

Key capabilities include:

  • Calendar view

  • List view

  • Month, Week, and Day views

  • Today / Back / Next navigation

  • Create Event

  • Title

  • Description

  • Location

  • Start time

  • End time

  • Entire day option

  • Notify everyone in this Space

  • Attend

  • Decline

  • Attending list

  • Declined list

  • Copy event link

  • Delete event

  • Google Calendar sync

Google Calendar sync

Pebb can connect with Google Calendar so events created in either platform appear in both.

This is useful for companies that already use Google Calendar but want employees to see events inside Pebb too.

Best practice: use the Everyone Space Team Calendar for company-wide events, and branch/team calendars for local events.


11. Knowledge Library / Wiki

The Knowledge Library, also called Wiki, is the central hub for documents, guides, and policies.

It lives inside Spaces and works on web and mobile.

Use the Knowledge Library for:

  • Company policies

  • Employee handbooks

  • Onboarding guides

  • Training materials

  • Safety procedures

  • Standard operating procedures

  • Attendance rules

  • Communication guidelines

  • Time tracking rules

  • Restaurant procedures

  • Hotel standards

  • Construction safety guides

  • Retail playbooks

  • Warehouse instructions

The Knowledge Library is organized into:

  • Topics

  • Documents

Topics

Topics are categories or folders for documents.

Examples:

  • New Employee Onboarding

  • Organization Policies

  • Safety & Compliance

  • Store Operations

  • Housekeeping Standards

  • Kitchen Procedures

  • Construction Site Rules

  • HR & Payroll

Documents

Documents are the actual pages inside a topic.

Examples:

  • Your First Day Guide

  • Attendance & Punctuality

  • Communication

  • Time Tracking

  • Safety Rules

  • Opening Checklist

  • Housekeeping Standards

Documents can include:

  • Headings

  • Paragraphs

  • Bullet lists

  • Numbered lists

  • Links

  • Images

  • Videos

  • GIFs

  • File attachments

  • Rich formatting

Best practice: use the Knowledge Library for anything employees may need to find again later. If it should be remembered, documented, or reused, put it in the Wiki.


12. Files

Files gives every Space a simple file storage area, similar to a lightweight Google Drive inside Pebb.

It lives inside Spaces and works on web and mobile.

Use Files for:

  • PDFs

  • Spreadsheets

  • Images

  • HR files

  • Company documents

  • Marketing materials

  • Meeting summaries

  • Customer files

  • Training documents

  • Safety documents

  • Menus

  • Floor plans

  • Reports

  • Uploaded resources

Files are organized into:

  • Main Folder

  • Folders

  • Uploaded files

Key capabilities include:

  • Search files

  • Create folder

  • Upload file

  • Folder descriptions

  • File list

  • Item count

  • Three-dot menu

  • Permissions for uploading and modifying files

Best practice: use Files for actual file storage. Use Knowledge Library for written guides and policies.

For example:

Upload the employee handbook PDF to Files.
Create an “Attendance & Punctuality” article in the Knowledge Library.

Upload an inventory spreadsheet to Files.
Create a “How to complete inventory count” guide in the Knowledge Library.


13. Digital Forms

Digital Forms lets teams create, share, collect, and track custom forms.

Forms live inside Spaces and work on web and mobile.

Use Digital Forms for:

  • Employee feedback surveys

  • Tax file collection

  • Cleaning checklists

  • Safety inspections

  • Incident reports

  • Inventory counts

  • Maintenance requests

  • Uniform size collection

  • Shift handover reports

  • New hire onboarding forms

  • Training confirmations

  • Equipment requests

  • Expense submissions

A form can include:

  • Form title

  • Description

  • Mandatory setting

  • Allow multiple submissions

  • Due date

  • Notifications

  • Form builder

  • Text fields

  • Dropdown fields

  • Checkbox fields

  • File upload fields

  • Required fields

  • Published or unpublished status

  • Response tracking

Mandatory forms

Use mandatory forms when every employee in the Space must submit the form.

Examples:

  • Tax files

  • Safety confirmation

  • Policy acknowledgement

  • Onboarding form

Multiple submissions

Enable multiple submissions for recurring forms.

Examples:

  • Daily cleaning checklist

  • Incident reports

  • Maintenance requests

  • Safety inspections

  • Inventory counts

Disable multiple submissions for one-time forms.

Examples:

  • Tax files

  • Employee onboarding

  • Annual feedback

  • Uniform size collection

Responses

Managers can view who submitted and who did not.

This is useful for required forms, HR documents, and compliance processes.

Best practice: use Digital Forms whenever you need structured information from employees, not just a message.


14. How the features work together

Pebb becomes much stronger when features are used together.

Here are a few examples.


Example: New employee onboarding

Use People Directory to invite the employee and assign their branch, team, and manager.

Use Knowledge Library to create a “New Employee Onboarding” topic with first-day guides.

Use Tasks to assign onboarding steps.

Use Forms to collect tax files or employee information.

Use News Feed to welcome the new hire.

Use Team Chat so the new hire can message their manager.

Use Shift Scheduling to assign their first shifts.

Use Clock In to track their work time.


Example: Retail store operations

Use a NY Store Space for the branch.

Turn on:

  • News Feed

  • Shift Scheduling

  • Clock In

  • Tasks

  • Files

  • Forms

  • Wiki

Use News Feed for store updates.
Use Shifts for weekly schedules.
Use Clock In for employee hours.
Use Tasks for opening and closing work.
Use Forms for inventory counts.
Use Files for PDFs and spreadsheets.
Use Wiki for store procedures.


Example: Restaurant management

Create Spaces for:

  • Kitchen

  • Front of House

  • Managers

  • Everyone

Use News Feed for menu updates.
Use Tasks for closing duties.
Use Forms for cleaning checklists.
Use Shifts for scheduling.
Use Clock In for time tracking.
Use Wiki for food safety rules.
Use Team Chat for quick coordination during service.


Example: Hotel operations

Create Spaces for:

  • Front Desk

  • Housekeeping

  • Maintenance

  • Food & Beverage

  • Everyone

Use Events for department meetings.
Use Tasks for maintenance follow-ups.
Use Forms for room inspections.
Use Files for floor plans and HR documents.
Use Wiki for guest service procedures.
Use News Feed for daily briefings.
Use Team Chat for urgent communication.


Example: Construction company

Create Spaces for:

  • Site A

  • Site B

  • Field Managers

  • Office Team

Use Clock In with geolocation for job site time tracking.
Use Files for permits and safety documents.
Use Wiki for site safety rules.
Use Forms for incident reports and inspections.
Use Tasks for action items.
Use News Feed for site updates.
Use Team Chat and video calls for field communication.


15. Recommended permission strategy

Pebb gives admins control over who can create, modify, and manage different features.

A simple permission setup:

Everyone can usually:

  • View relevant Space content

  • Send messages

  • Fill forms

  • Complete tasks

  • View events

  • Read Wiki documents

  • Access files

  • Request time off

  • Clock in and out

Managers can usually:

  • Create tasks

  • Create events

  • Create shifts

  • Review forms

  • Approve time off

  • View reports

  • Edit some documents

  • Manage team workflows

Admins can usually:

  • Modify users

  • Manage permissions

  • Delete important content

  • Modify files

  • Modify forms

  • Modify topics

  • Manage Space setup

  • Control feature access

Best practice: allow employees to contribute where helpful, but limit destructive actions like deleting, modifying, or changing official content.


16. Recommended notification strategy

Notifications are powerful, but they should be used carefully.

Use notifications for:

  • Important News Feed posts

  • Required acknowledgements

  • New shifts

  • Published schedules

  • Urgent events

  • Assigned tasks

  • Mandatory forms

  • Time-off approvals

  • Chat messages

Avoid notifying everyone for every small update.

Use silent posts for casual updates.
Use acknowledgements for must-read posts.
Use mobile notifications for urgent updates.
Use email notifications when something needs stronger visibility.

Good communication is not about sending more messages. It is about sending the right message in the right place.


17. What should go where?

This is one of the most important parts of using Pebb well.

Use Team Chat for:

Fast conversations.

Examples:

  • Quick questions

  • Shift coordination

  • Manager check-ins

  • Small team discussions

  • Voice or video calls

Use News Feed for:

Updates people should see.

Examples:

  • Announcements

  • Daily updates

  • Important reminders

  • Polls

  • Acknowledgements

  • Team celebrations

Use Tasks for:

Work that needs to be completed.

Examples:

  • Review schedule

  • Upload document

  • Complete checklist

  • Prepare for meeting

  • Inspect equipment

Use Wiki for:

Information people need to find again.

Examples:

  • Policies

  • Guides

  • Procedures

  • Onboarding materials

  • Training content

Use Files for:

Uploaded files and documents.

Examples:

  • PDFs

  • Excel sheets

  • Images

  • Reports

  • HR documents

Use Forms for:

Structured information you need to collect.

Examples:

  • Feedback

  • Reports

  • Checklists

  • File uploads

  • Inspections

Use Events for:

Anything happening at a specific time.

Examples:

  • Meetings

  • Training

  • All-hands

  • Celebrations

Use Shift Scheduling for:

Who works when.

Examples:

  • Weekly schedules

  • Open shifts

  • Role-based shifts

  • Location schedules

Use Clock In for:

Tracking working time.

Examples:

  • Start work

  • End work

  • Break time

  • Timesheets

Use Time Off for:

Employee leave.

Examples:

  • PTO

  • Sick days

  • Vacation

  • Unpaid leave


18. Best practices for managers

Managers should use Pebb as the daily operating system for their team.

A good weekly rhythm may look like this:

Before the week starts:

  • Review Time Off

  • Build the Shift Schedule

  • Publish shifts

  • Notify assigned employees

  • Create weekly tasks

  • Post a weekly update in the News Feed

During the week:

  • Use Team Chat for quick coordination

  • Use Clock In to track attendance

  • Review task completion

  • Use Forms for checklists or reports

  • Post important updates in the News Feed

  • Answer employee questions

End of week:

  • Download timesheet reports

  • Review form submissions

  • Review completed tasks

  • Update Wiki documents if anything changed

  • Plan next week’s events or schedule

  • Recognize good work in the News Feed


19. Best practices for employees

Employees should use Pebb as their main work app.

A simple employee routine:

When starting work:

  • Check the News Feed

  • Review assigned shifts

  • Clock in

  • Check tasks

  • Read any important posts

  • Acknowledge required updates

During work:

  • Use Team Chat for questions

  • Complete tasks

  • Fill required forms

  • Check Wiki documents when needed

  • Access Files from mobile

Before leaving:

  • Complete closing tasks or checklists

  • Submit forms if required

  • End clock session

  • Add break time or notes if needed

When planning ahead:

  • Request time off

  • Check upcoming events

  • Review schedule

  • Message manager if something is unclear


20. Why Pebb works well for frontline and office teams

Many companies have two worlds:

Office employees use tools like email, calendars, drives, and project apps.
Frontline employees often rely on texts, WhatsApp, paper notes, bulletin boards, or verbal updates.

Pebb brings both worlds together.

Office teams get structure.
Frontline teams get mobile access.
Managers get visibility.
Employees get one place to work from.

Pebb helps companies manage:

  • Communication

  • Scheduling

  • Time tracking

  • PTO

  • Tasks

  • Events

  • Documents

  • Files

  • Forms

  • People

  • Knowledge

  • Culture

All in one employee app.


21. Final recommendation

The best way to use Pebb is to keep things simple and intentional.

Create Spaces that match how your company actually works.
Use News Feed for updates.
Use Chat for conversations.
Use Tasks for action.
Use Wiki for knowledge.
Use Files for documents.
Use Forms for structured submissions.
Use Events for meetings.
Use Shifts for schedules.
Use Clock In for work hours.
Use Time Off for PTO.
Use People Directory to keep everyone connected.

When every feature has a clear purpose, Pebb becomes much more than a set of tools.

It becomes the home base for your team.

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