People dashboard

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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. In the left-side navigation, under Company, click …More

  2. In the …More menu, 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 bar at the top of the page to search for workers by name

  • Click the Filter button to filter the All people list by either:

    • State

    • Worker type

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. In the left-side navigation, click the dropdown menu

  2. Select the project you want to open

  3. In the Project menu, click People

Search and filter the project’s People list

  • You can use the Search bar at the top of the page to search for workers by name

  • Click the Filter button to filter the All people list by either:

    • Department

    • Issue

      • Not onboarded

      • Started 7+ days ago without onboarding

      • Has an I-9 ready to be countersigned

      • Started 3+ days ago without a countersigned I-9

      • Startwork or document uploads incomplete

      • Startwork or document uploads ready for review

      • Employment authorization documents expiring in the next 90 days

      • Requesting agent representation

      • Out-of-policy-loan-outs

      • Scale rate changing in next 7 days

View and sort a project’s People list

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.

See project worker rate information

If your account has permission to view worker rates, rate information will be displayed directly on the project People page.

Rate visibility on the People page is permission-based. If you don't see rate information next to a worker's name, your account role may not include rate-viewing access. Contact your company admin if you believe you should have this access.