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Find and manage your team

See everyone on your team in one place, then search, filter, sort, and choose which columns to show.

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Written by Jose Key

Your employees and contractors all live on one page. Go to People from the sidebar to open your team list.

See employees and contractors together

Everyone appears in a single list, one row per person. The Type badge shows whether someone is an Employee or a Contractor, and a person who is both an employee and a contractor shows up only once. Click any person's name to open their profile.

Search for a person by name

Type a name into the "Search by name" box above the table. It matches on first name, last name, or full name as you type.

Filter your team

Use the filter buttons above the table to narrow the list. You can combine several filters at once.

  • Type — show only employees or only contractors.

  • Role — filter by app access: Admin, Basic, or people who don’t have an app account yet.

  • Employment status — Active or Inactive.

  • Onboard status — Completed, Needs Attention, or Blocking. Use Needs Attention or Blocking to find people who still have setup to finish.

  • Pay schedule — show everyone on a specific pay schedule, or choose "Not set" for people who aren’t on one.

Note: The list shows Active people by default. To include terminated or inactive people, open the Employment status filter and add Inactive.

Clear your filters

When any filter is on, a "Reset" button appears next to the filter buttons — click it to clear every filter at once. To clear just one filter, open that filter and choose "Clear filters".

Show or hide columns

  1. Click "View" at the top right of the table.

  2. Under "Toggle columns", check a column to show it or uncheck it to hide it.

Note: Some columns — including Job title, Start date, Pay schedule, and Primary workplace — are hidden until you turn them on here.

Sort the list

Click a sortable column header to sort by it, then click the same header again to reverse the order. You can sort by Name, Email, Job title, and Start date.

Note: Job title and Start date are hidden by default. Turn them on with "View" first, then click the header to sort.

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