Workers overview

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

Last updated · 2 August 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 Import and Invite worker buttons, Status and Compliance filters, a search box, a worker count, and a table of workers showing status, email, phone, account and alerts. — 1 Import brings many workers in at once from a spreadsheet.
2 Invite worker adds one and emails them a login. Both buttons need worker create access, and neither appears without it.
3 Filter by Status or Compliance, or search by name, email or phone.
4 Alerts: what this worker still needs, or a No alerts badge when nothing is outstanding.

Columns

Column	What it shows
Worker	The worker’s full name.
Status	Active, Needs attention, On leave or Inactive, worked out from the record.
Email	Their email, or “Not set”.
Phone	Their phone, or “Not set”.
Account	How they sign in: Owner, Admin, Provider, Support worker or No login.
Alerts	A 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, a payroll classification that is not set (a “Payroll: not set” alert), or a compliance issue.
On leave: the worker has an active leave window.
Active: no gaps.

Filters and search

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

Status: All, Active, Needs attention, Inactive.
Compliance: All, Current, Expiring, Blocked, Missing.
Search: matches any text on the row, so a name, email, phone number, classification or state all find the worker.

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).