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Workers overview

The Workers register, its filters, columns and row actions.

Last updated · 3 July 2026


A worker record holds everything about a person who delivers support or helps run your service: their details and login, compliance and credentials, payroll classification, availability, and the shifts and tasks they are linked to. You will find everyone under Workforce Workers .

The register

Each row is one worker. Open a worker by selecting their row; the profile opens in a side drawer over the list.

The Workers register with Status and Compliance filters, a worker count, and a table of workers showing status, email, phone, account and alerts. 1 2 3
1 Import (bulk, from a spreadsheet) and Invite worker (one at a time) both show for owners and admins, or any role with worker create access.
2 Filter by Status or Compliance. There is no search box on this register.
3 Select any row to open the worker profile.

Columns

ColumnWhat it shows
WorkerThe worker’s full name.
StatusActive, Needs attention, On leave or Inactive, worked out from the record.
EmailTheir email, or “Not set”.
PhoneTheir phone, or “Not set”.
AccountHow they sign in: Owner, Admin, Provider, Support worker or No login.
AlertsA badge for each thing missing or due, or a green “No alerts”.

The status is worked out for you:

  • Inactive: the record has been set inactive.
  • Needs attention: something actionable is missing, such as a phone, email, NDIS screening, availability, or a compliance issue.
  • On leave: the worker has an active leave window.
  • Active: no gaps.

Filters

Two dropdowns sit above the table, and they narrow the rows already loaded:

  • Status: All, Active, Needs attention, Inactive.
  • Compliance: All, Current, Expiring, Blocked, Missing.

Note

The register has no free-text search. Use the Status and Compliance filters to narrow the list.

Row actions

At the end of each row are two quick actions:

  • Send invite (paper-plane): resends the login invite to a worker whose invite is still pending. Enabled only once they have a login and a saved email.
  • Require password reset (key): sends a password reset email and suspends the worker’s access until they set a new password.

Adding a brand-new worker is a separate flow, from the Invite worker button at the top right (see Invite a worker), or from Import next to it to add many workers at once from a spreadsheet (see Bulk import workers).