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Workforce operations

Employees

Keep the schedule roster organized with employee profiles, contact gaps, payroll links, availability status, hours, and workforce-specific settings.

At a glance

The numbers on your screen, explained

What each Employees number means and where it comes from — so you know where to act.

Roster32
scheduling employees in the workforce hub

Counts employee records available for Workforce scheduling.

Workforce Only7
separate from Payroll and HR records

Counts schedule-only employees that are not linked to shared payroll records.

Linked Payroll25
shared employee records already linked

Counts workforce employees linked to shared payroll employee records.

Need Availability3
missing recurring availability

Counts employees missing or excluded from recurring availability.

Sample numbers from a demo workspace.

Roster

Search and manage the people used for scheduling

The employee list lets managers search by name, role, email, phone, and profile gaps while tracking who is active, linked, or needs attention.

  • Employee directory search
  • Active and needs-attention filters
  • Bulk add and single add actions
  • Open profile details

Profile

Keep workforce settings close to each person

Employee profiles include schedule guardrails such as weekly limits, daily caps, overtime behavior, locations, roles, availability, and recent attendance.

  • Weekly and daily schedule limits
  • Preferred locations and roles
  • Availability and time-off context
  • Attendance history links

Separation

Update Workforce without changing access or payroll

The editor explains that workforce edits save to the Workforce overlay only. Team Hub controls access, while payroll-related details remain separate.

  • Schedule-only records supported
  • Linked payroll status visible
  • Team Hub access kept separate
  • Profile gaps highlighted

Everything included

Everything in Employees

Use it for onboarding, role changes, manager review, and employee record maintenance.

Employee directory

Search and filter the people who can be scheduled in Workforce.

Payroll link status

See which employee records are linked to payroll and which are workforce-only.

Contact completeness

Highlight records without an email or phone number.

Work-hour guardrails

Store weekly limits, daily caps, overtime thresholds, and max shift hours.

Location preferences

Keep default and preferred locations attached to workforce profiles.

Availability links

Open a person’s availability and schedule context from the profile.

Access separation

Use Team Hub for workspace permissions rather than employee job labels.

How it works

Employees, step by step

  1. 01

    Create or bulk add people

    Add one employee or prepare multiple schedule records at once.

  2. 02

    Fill scheduling details

    Set role, contact details, locations, hour limits, and availability.

  3. 03

    Review profile gaps

    Use needs-attention filters for missing contact info or availability.

  4. 04

    Open related work

    Jump from an employee to schedule, availability, attendance, or Team Hub access context.

FAQ

Employees questions

Can’t find what you need? Our team is happy to help.

No. Workforce role labels are for scheduling context. Workspace access, feature permissions, and sensitive data visibility are managed in Team Hub.

Yes. Workforce supports employees used for schedules without requiring them to be linked to payroll records.

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