Skip to content
← All help

People & workforce tools

Find people by name, job role or operational tag within your current location permissions. Choose visible columns and save your own views. Owners can archive and explicitly restore eligible staff without deleting their history; private personnel data stays separate.

Last updated October 31, 2026

Staff directory, operational tags and saved views — Core, Pro & Operations

Find people by name, job role or operational tag within your current location permissions. Choose visible columns and save your own views. Owners can archive and explicitly restore eligible staff without deleting their history; private personnel data stays separate.

Employee uploads and owner-reviewed profile corrections — Pro & Operations

Staff upload their own supporting documents from phone or browser and propose emergency-contact corrections for owner review. Each submission keeps its purpose, retention date and review history. Uploaded files and private corrections never appear in the staff directory.

Working patterns, personal calendars and reviewed leave balances — Pro & Operations

Set explicit working patterns and personal holiday dates, review planned-holiday restrictions and recorded overrides, and keep prospective leave balances with an adjustment history. Owners configure the values; the app does not calculate statutory entitlement or automatic accrual.

Configured workforce reports and scoped CSV exports — Operations

Owners choose supported workforce report columns, dates, locations and grouping, save configurations and export the exact reviewed results as CSV. Current identity and location access are rechecked. Reports support operational and manual payroll review; they do not file payroll or calculate taxes.