Workers overview

A worker record holds everything about a person who delivers support: their details and login access, compliance and credentials, payroll classification, availability, and the shifts and tasks they are linked to. You will find them under Workers .

The workers list

Each row shows the worker, their status, email, phone, account type and any alerts.

• Status is one of Active, Needs attention, On leave or Inactive, worked out from the record (see below).
• Account shows how the person signs in: Admin, Provider, Support worker, or No login.
• Alerts flag what is missing or due, for example a missing phone, missing NDIS screening, or a compliance item expiring.
• Filter by Status (Active, Needs attention, Inactive) or Compliance (Current, Expiring, Blocked, Missing).

What makes a worker “Active”

The status is worked out for you:

• Inactive if the record has been set inactive.
• Needs attention if something actionable is missing (phone, email, NDIS screening, availability, or a compliance issue).
• On leave if the worker has active leave.
• Active otherwise.

The profile tabs

Open a worker to see their profile. The header shows readiness tags (status, access and compliance at a glance), and the detail sits across tabs:

• Details and Access, the profile and how they sign in.
• Compliance and Payroll, credentials and pay classification (support workers).
• Availability, when they can work (support workers).
• Shifts and Tasks, what they are linked to.
• Documents, Notes and Audit Trail, files, internal notes and the change history.