People dashboard

Prev Next

The People dashboard is your hub for managing worker profiles, project onboarding, permissions, and team organization.

From the People dashboard, you can click on a worker’s name to see their worker profile which contains their contact information, work details, payments, and the status of project onboarding.

Access the People dashboard

The People dashboard can be accessed at the company or project level:

  • All People is the company-level list of all the workers that have been added and includes the following details: Name, Location, and Job Title

  • People is the project-level list of all workers that have been added to that specific project

All People

To access the All people dashboard:

  1. At the top of the left-side navigation, click the dropdown menu

  2. In the dropdown menu, select All projects

  3. In the left-side navigation, click All people

Overview of all people in Wrapbook with account status and job titles listed.

Select All projects, then click All people

View and sort the All people list

On the All people dashboard, is a table listing every person that’s been added to your company or a company project along with the following details:

  • Name

  • Location

  • Job title

You can click on the first two column headers to sort the list alphabetically by:

  • Name

  • Location

List of employees with names, locations, and job titles displayed in a table format.

To sort by Name or Location, click the headers

Search and filter the All people list

You can use the search box at the top of the page to:

  • Search for workers by name

  • Filter the the list by entering a specific job title, city, or state

List of employees with job titles, onboarding status, and account creation dates.

Use the Search bar and Filters to find specific workers

Access a worker’s profile

  • On the All people page, click the View button next to the name of the worker to see their worker profile

  • To learn more go to Worker profiles

List of employees with job titles, account statuses, and financial details displayed.

Click the View button

Project people

To access a project’s People dashboard:

  1. At the top of the left-side navigation, click the dropdown menu

  2. In the dropdown menu, select the project that you want to see people for

  3. In the left-side navigation Payroll menu, click People

Overview of the People section in the Lady Gaga Documentary project management interface.

Select a project, then click People

View and sort a project’s people

On the project People dashboard, you’ll see a table listing every person that’s been added to a specific project along with the following details:

  • Name

  • Job title

  • Department

  • Status

  • Start date

  • Pending

  • Approved

  • Paid

You can click on the following column headers to sort the list alphabetically or numerically by:

  • Name

  • Job title

  • Department

  • Start date

  • Pending

  • Approved

  • Paid

Track project worker onboarding

Completion of the following onboarding tasks is shown in the Status column:

  • Account created

  • Onboarded

  • Form I-9

  • Startwork

Track project worker payments

You can see the total dollar amount of Pending, Approved, and Paid payments within the last three columns of a project People list.