01
Prepare
Configure the workspace and policies
How HourOps works
From a new workspace to approved, invoice-ready work.
Set up your organization, bring in your team, organize delivery, and move recorded work through a controlled approval process. Every step stays connected.
02
Operate
Organize people, projects, and work
03
Approve
Review outcomes and use approved records
Phase 1 · Foundation
Prepare your workspace
Start with the policies and structure that every employee will use.
01
Sign up and verify your identity
Create the owner account with your work email. Email verification protects the first administrative session before organization data is created.
Create your HourOps account
Step 1 of 2
Work email
maya@northstar.studio
Password
••••••••••••
Create account
Email verified securely
02
Start in your primary workspace
HourOps prepares the primary organization during signup. Add the workspace name and company details, then use it as the secure tenant for your people and operational records.
Primary workspace
Active
N
Northstar Studio
Primary organization · Asia/Colombo
Plan
Essential
Members
1
Workspace
Ready
Workspace data begins inside its own tenant boundary.
03Optional setup
Describe how your team is organized
Add job designations for a clearer employee directory. Review the default roles and adjust permissions only when your operating model needs more control.
Team structure
Flexible
Product Designer
3 people
Engineering Lead
2 people
QA Analyst
4 people
Project Manager
2 people
Default roles readyAdmin · Manager · Employee · Viewer
04
Publish the organization holiday calendar
Create holidays individually or use the validated bulk upload flow. Shared holidays keep leave and work planning aligned across the workspace.
Organization holidays
2026
October
SMTWTFS123456789101112131415161718192021
10
Company Foundation Day
10 Oct
20
Regional Holiday
20 Oct
25
Christmas Day
25 Dec
05
Define leave types and policies
Create the categories employees can request, set allocations, and establish the information managers need before approving time away.
Leave policies
3 active
Annual leave
Employee request · Manager approval
Sick leave
Employee request · Manager approval
Unpaid leave
Employee request · Manager approval
RequestReviewBalance updated
06
Add or import your team
Create users individually or import a validated spreadsheet. Connect each person to their designation, role, manager, and workspace without rebuilding the directory manually.
Import employees
Validated
northstar-team.xlsx
Excel validation completed
24
Ready
0
Errors
4
Roles
MCDGOAPL+20
Phase 2 · Operations
Organize and deliver work
Give every hour a clear project, task, owner, and approval path.
07
Create the client and project
Capture the engagement, delivery dates, estimate, participants, and workflow. Projects become the shared context for tasks, time, and reporting.
Website Relaunch
In progress
Client
Acme Operations
Project lead
Daniel Grant
Delivery
30 November 2026
Estimate
420 hours
Delivery progress62%
Shared context12 membersCustom workflow
08
Break delivery into assigned tasks
Create actionable tasks, assign responsibility, add estimates, and move work through the statuses your organization follows.
Project task board
4 tasks
Ready
1Homepage architecture
MC12h
In progress
2Design system
MC12h
API integration
PL12h
Review
1Access audit
MC6h
09
Record time against real work
Employees fill their weekly timesheet against assigned project tasks. Hours stay connected to the work instead of becoming an unexplained weekly total.
Weekly timesheet
40.0 hours
Assigned taskMonTueWedThuFri
Interface implementation88640
API integration00244
QA and handoff00004
Ready to submit40.0h
10
Submit, review, and approve
A submitted timesheet reaches an authorized reviewer. Roles, approval scopes, and reporting hierarchy determine who can approve or return the work for correction.
Timesheet approval
Approved
Submitted
Maya · 40h
Reviewed
Daniel · Manager
Approved
Sep 25 · 14:08
Approved work is now available for reporting
Invoice eligibility depends on the plan, workspace type, and the user's permissions.
Phase 3 · Outcomes
Use the approved result
Approved records support reporting for every eligible user. Invoicing appears only where the plan, workspace, and permission allow it.
11 · Approved outcomes
Explore invoicing Reporting for everyone eligible. Invoicing only where enabled.
Approval completes the core workflow. Work to Invoice is a conditional next step, not something every employee or workspace sees.
Operational reporting
Core outcome
Approved hours40.0h
Project progress62%
Timesheet statusApproved
Optional Work to Invoice
Conditional
Internal path
Authorized member prepares the request
Available on eligible plans only when the user has Submit Invoice access.
Sub-account path
Vendor admin sends it to the parent
Available for supported sub-account plans and reviewed by the parent organization.
Approved timesheetInvoice requestAuthorized approvalPDF ready
Start with the workflow your team needs today
Begin with people, projects, tasks, timesheets, and leave. Add advanced roles, sub-accounts, and invoice workflows when your operating model requires them.