My Pro Agency Email us
‹ Email & text templates

The people side of your agency, in one place.

HR Essentials gets hours, time off, licenses, signed policies and team documents off spreadsheets and sticky notes. Everyone on your team lives in one place, with reports for the people who manage them.

$39.99 /month · works on its own or with your templates · month to month

Email us about HR Essentials

Everything in HR Essentials

Time sheet

One-click clock in and clock out. Export hours to Excel for payroll.

Out of office calendar

Everyone sees who is out before asking for time off. Managers approve or deny requests right from the calendar.

License reminders

Track the licenses your team needs, get reminded before they expire, and keep each certification with its license.

Secure document storage

Keep tax forms, onboarding paperwork and other records attached to each team member.

Policy training

Ready-made workplace policies that fill in your agency's information. Assign them to team members to read and sign, and a signed copy saves to each person's profile.

Important date reminders

Birthdays and work anniversaries, with a reminder in time to celebrate them.

Text and email reminders

Schedule a text or email reminder for any task by date and time, from office chores to customer callbacks.

Reports

Team training progress (which training videos each person watched and their quiz scores) plus HR numbers like timesheet hours and time-off requests.

Get HR Essentials for your office.

$39.99/month, month to month. It works on its own, or pair it with the email and text templates ($99.99/month for your whole office). Our team will take it from there.