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:
Organization-wide features
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.

