All People

Find people, update profiles and documents, convert contractors, mark people inactive and rehire people who left

People in the sidebar opens All People, where you find employees, contractors and external users and keep their records up to date. Company Admins and HR Admins manage people once payroll is set up and your company has finished onboarding. Each employee sees their own details on My profile (see My profile).

Every turns on the org chart, inactivity, rehire and document recovery company by company. If you don’t see one, email [e-mail] to ask about it.

Find a person

The table lists each person with their type and status. Use Display to choose more columns or include people hidden from the list:

• Turn on Show terminated users to include people whose employment has ended. In the table with Start date and Position columns, it also shows inactive people.
• Turn on Show external admins to include external users.

Select a person’s name to open their profile. In the table with Manager and Title columns, Open beside the name does the same. In the table with Start date and Position columns, you can also select anywhere in the row. An unfinished hire opens their onboarding instead.

To add someone, see Add people. To add several at once, see Import people.

Edit people in the table

When the table has Manager and Title columns, you can edit people in it. Select an editable cell to change it. You can also paste changes into several selected cells in one column.

Some cells are read-only for some people, such as employment fields for external users and timesheet type for people who aren’t paid hourly.

Select the rows you want, then select Export to download those people as a CSV.

Update a profile

Employee profiles have Personal information; contractors have Contractor details. Both have Job & pay. External users have Overview and Expenses instead.

1. Choose the section

   For employment details, open Job & pay → Employment details. For personal details, open Personal information or Contractor details, then find Personal details.

2. Open the editor

   Select Edit information beside the section.

3. Enter the changes

   Update the fields shown. Under Employment details, you can change the manager, secondary manager and department, plus Eligible for overtime for employees. The start date is locked; if it’s wrong, email [e-mail].

4. Save

   Select Save.

To change someone’s job title or pay, see Change job and pay.

To end someone’s employment, see Terminate employment.

Manage documents

Open the person’s Docs tab to find paystubs and documents. The sections shown depend on the person’s records.

1. Start an upload

   Select Upload beside I9 Documents or Other Documents. Contractors use Other Documents.

2. Choose the document type

   In Choose document type, select the document’s category.

3. Add the file

   Upload a PDF, DOC or DOCX file.

4. Set its visibility

   Optional: Turn on Visible to employee to share it with the person. New uploads start with this off.

5. Add a description

   Optional: In Document description, enter a description.

6. Save the document

   Select Save.

To restore a deleted document:

1. On the person’s Docs tab, go to Archive → Recently deleted.
2. Select Restore beside the file before its Restore deadline.

Convert a contractor

1. Start the conversion

   On the contractor’s profile, select Actions → Convert to employee.

2. Enter their employment details

   Choose Full Time or Part Time, then work through the rest of the hire, including the employee’s start date. Add people explains each hire step.

3. Confirm

   Review the details, then select Confirm & Invite.

A conversion with a future start date is scheduled for that date.

Mark someone inactive

Inactivity takes someone out of payroll for a period. If they’re inactive for a whole pay period, they’re left out of that payroll. For part of a pay period, their salary leaves out the inactive days.

1. Open inactivity

   On the person’s profile, select Actions → Mark as inactive.

2. Choose the dates

   Set Inactive from to today or a future date. Reactivate on (optional) sets their first day back and must be after the inactive date.

3. Choose a replacement signatory

   If the person is your company’s authorized signatory, choose their replacement in New signatory. Otherwise, skip this step.

4. Confirm inactivity

   Select Mark as inactive.

To reactivate someone before their scheduled return, or when no return date is set:

1. On their profile, select Actions → Reactivate.
2. In Reactivate employee, select Reactivate.

Reactivation clears the inactivity dates and recalculates their draft pay runs.

Rehire someone

After a termination takes effect, the person’s profile shows Rehire in place of Actions.

1. Open the rehire

   On the person’s profile, select Rehire.

2. Set the new hire details

   Work through the hire again. Choose a start date after the previous termination date.

3. Confirm

   Review the details, then select Confirm & Invite.

Rehire keeps the person’s existing record and starts a new onboarding for them.

Open the org chart

At the top of People, select Org chart. To download a copy:

1. Select Download.
2. Choose a format: PNG, JPG, SVG or PDF.

Statuses

Status	What it means
Active	The hire is approved and any verification for their I-9 is complete. External users also show Active
Onboarding incomplete	The hire hasn’t been approved
I-9 incomplete	The hire is approved but an I-9 verification is incomplete
Termination scheduled on (date)	The termination date is still ahead
Terminated	The termination date has arrived or passed
Inactive	The person is in an inactivity period, or their hire was deleted