Member profiles

Open a person in People to see their records together. Overview holds their details and assignments; the other tabs open their work, documents and history.

​

Update their details

Choose Edit to update contact information, emergency contacts and the other fields your role permits, then save. A person’s phone number is contact information, not an invitation method. Personal details, banking information and notes are covered by View private details and Edit private details, separately from ordinary People access. If a section or edit control is missing, check Roles and permissions. Viewing and editing private details are separate grants. A person’s permission to edit their own details is also separate from your permission to edit their profile. Identification number (the personal code payroll integrations match on) and Payroll export code sit with the personal details, so entering them needs Edit private details too. Workspace-specific fields appear alongside the person’s other details. Manage their definitions under Settings → People; edit the person’s values on their profile or in the edit form. Changing a field definition affects the workspace, not only this person.

​

Assign where they work

Set their Positions, Departments and Locations on the profile or in Edit. These assignments help choose people for work and determine which location or department visibility rules include them. A position assignment is not the same as an employment record. Use Employment details for job dates and reporting manager, and Recording pay changes for pay and contracted hours.

​

Open the record you need

• Schedule shows this person’s shifts. Use the schedule guide for views and shift controls.
• Timesheet shows their recorded time. Use Reading the timesheet for those figures and actions.
• Time off holds their requests and leave balances.
• Documents opens their files, including contracts and certifications. Workspace documents are listed separately.

Acknowledgements and Identifiers are additional tabs when their features and permissions are available. Identifiers requires terminal integration and Devices and identifiers, which Manager has by default.

​

Check what changed

Open History to search activity and filter it by category or dates. Switch between All, By them and By others. Open an entry for its detail or linked record. History can include changes to their profile, shifts, timesheets, invitations and documents. An entry about a deleted record can remain even when its original page is no longer available.

​

Next

​

Still need help?