Getting in
Employee Hub requires a login, and access is restricted to an approved employee list — it's not open self-signup.
You'll see the login screen if you're not already signed in.
Your credentials were set up for you. Use the email address you were given.
Employee Hub remembers your session, so you won't need to sign in again until you explicitly sign out.
Home
Home is the first thing you see after signing in — a quick "what needs me" snapshot rather than a full workspace.
Welcome back, [your name] at the top, followed by a preview of your newest unread messages (see Messages below) and a WorkFlow — Due Today card.
Projects
Every piece of work moves through three stages, in order: ROM → Estimate → Job. Each stage has its own list under "Your Projects," and a project only exists in one stage at a time — moving forward locks the one behind it.
Click + New Project. Give it a name, an address, and (optionally) a client. It's created as a ROM — the earliest, roughest stage.
| Stage | What it's for |
|---|---|
| ROM's | Rough order of magnitude — early-stage bids, not yet priced or contracted |
| Estimates | Priced out, working toward a signed contract |
| Jobs | Active, paused, or complete construction work — filterable by status, card or list view |
Opening any project shows a clickable phase tracker at the top: ROM / Initial Bid → Finalizing Contract & Estimate → Signed Contract → Construction Started → Punchlist → Complete. This is the one place the phase actually gets changed — WorkFlow shows the same tracker on its Projects tab, but only as a read-only mirror of what's set here.
What you see inside a project changes depending on its stage:
| Stage | Tabs |
|---|---|
| ROM | Overview, Rooms & Locations, Scope Areas, Assignees, Scope Items, ROM |
| Estimate | Overview, Scope Items, Cost Items, Budget Preview, Version History, Bid Packages |
| Job | Overview, RFI's, Submittals, Scope Changes, Engagements, Purchase Orders, Work Orders, Schedule, Payroll Review |
Admins get a Danger Zone on a project's Overview tab that permanently deletes the ROM, Estimate, or Job — and everything tied to it. Regular employee accounts never see this option.
Rooms & Scope
Rooms and scope areas are how Trinity keeps every dollar traceable back to a physical part of the job — the core organizing idea behind the whole platform.
Rooms & Locations, Scope Areas (trade/category groupings), Scope Items, and Assignees (who's responsible for which scope) are all set up while a project is still a ROM. Once it converts to an Estimate or Job, these become locked, reference-only "Locked Scope" cards on the project's Overview tab instead of editable tabs.
Every Purchase Order and Work Order line item carries a room, shown right in its detail view. Schedule subtasks go one step further and link to a specific PO or WO line item. So a schedule task traces to a PO/WO line, which traces to a room — every dollar and every task has a physical location behind it, even hops removed.
Purchase Orders
The Purchase Orders tab on a Job is where you review POs — it's a read-only view from the employee side; POs themselves are created on the finance/admin side and surfaced here.
Filter by vendor at the top. Each row shows the PO number, description, vendor, a status label the PM sets, and the total dollar amount.
Click a PO to open its detail view: line items (each showing its description, linked room, and amount), plus a discussion thread scoped to that PO. Post a comment and, if you're not the assigned employee, they get notified in their Messages.
Work Orders
Work Orders work the same way as Purchase Orders — the Job's Work Orders tab is a read-only review list.
Each row shows the WO number, name, scope area(s), status, and total. Click one to see its line items (room and budget amount for each) and the same comment/discussion thread pattern used on POs.
Schedule
Each Job has a Schedule tab — separate from WorkFlow's personal calendar, this is the job-level construction schedule.
Switch between List, Calendar, and Gantt. Click + New Task to add a schedule task with a title, description, start/due dates, and an assignee.
Tasks can depend on other tasks (finish-to-start, with an optional lag in days), so the schedule shifts realistically when something runs long. Each task can also have subtasks — and subtasks are explicitly linked to a specific Purchase Order or Work Order line item, not freeform text. That's what ties the schedule back into the room-level traceability described above.
RFIs, Submittals & Scope Changes
Three more tabs on a Job, all following the same simple pattern: a list of items, a detail view, and a discussion thread.
RFI's (requests for information), Submittals, and Scope Changes each get their own tracking tab. Open any item to see its detail and a comment thread — the same discussion pattern used on Purchase Orders and Work Orders, including tag notifications to Messages.
Vendors & Clients
The Contacts section in the sidebar holds two directories — the shared source of truth for who Trinity works with.
A searchable directory, filterable by status. Click + New to add one. Opening a vendor shows their engagement history plus edit, delete, and history actions.
| Status | Meaning |
|---|---|
| Active | Currently working with Trinity |
| Inactive | Not currently engaged |
| Flagged | Needs attention before further work |
| Do Not Use | A hard stop — don't engage this vendor |
A searchable client directory. Opening a client shows their linked projects, with the option to link additional ones or unlink a project you added by mistake. A project's own Overview tab also shows and edits which client it's linked to — but linking itself is managed from the client's page.
Messages
Your Messages is Employee Hub's notification center — not a general chat, but a record of where you've been tagged or commented on.
Tagging You lists notifications generated whenever someone comments or tags you on an RFI, Submittal, Scope Change, Purchase Order, or Work Order. Sent by You is the reverse — a record of what you've posted. New messages arrive in near real time, and the sidebar shows an unread-count badge so you know at a glance if something needs you.
Payroll Review Admin / assigned PM only
Payroll Review is a pre-payroll compliance check, not a personal time clock — regular employees don't have a self-service punch-in/punch-out feature anywhere in Employee Hub.
An admin (or a PM specifically assigned to a job) uploads a Buildertrend time-clock export (.xls/.xlsx) on the job's Payroll Review tab. The app checks each entry against configurable regular/overtime/break-hour thresholds and flags anything that looks off before it goes to payroll.
Admin & Account
A quick summary of what changes for admin accounts, plus your own account controls.
| Area | Difference for admins |
|---|---|
| Sidebar | An Admin section appears that regular accounts never see |
| Purchase Orders / Work Orders | See every PO/WO on a job, not just ones assigned to you |
| Payroll Review | Can edit hour thresholds and manage who's assigned to review which job |
| Projects | Danger Zone — permanent delete of a ROM, Estimate, or Job — is visible |
Click Sign out at the bottom of the sidebar. There's currently no in-app password-change screen — if you need your password reset, contact Jen.