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: First Name, Last 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:
At the top of the left-side navigation, click the dropdown menu
In the dropdown menu, select All projects
In the left-side navigation, click All people
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:
First name
Last name
Location
Job title
You can click on the first three column headers to sort the list alphabetically by:
First name
Last name
Location
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
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
To view and sort, click on any of the first three headers
To find workers, enter your search terms in the search box
To access a worker’s profile, click the View button
Project people
To access a project’s People dashboard:
At the top of the left-side navigation, click the dropdown menu
In the dropdown menu, select the project that you want to see people for
In the left-side navigation Payroll menu, click People
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.
Use the Status column to track worker onboarding
Use the Pending, Approved, and Paid columns to track worker payments
To sort alphabetically or numerically, click on any of the highlighted headers