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Workers overview

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

Last updated · 10 November 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 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.

Workers register contrasts Jordan with no alerts and fictional colleagues with named availability, payroll and compliance gaps.
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Swipe across the enlarged image to read each part of the screen.

Workers register contrasts Jordan with no alerts and fictional colleagues with named availability, payroll and compliance gaps.
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1Filter for setup gaps without changing a worker.
2Marcus has separate availability, payroll and credential gaps to resolve in their own screens.
3Jordan currently has no readiness alerts; account and invitation states are still separate.

Workers register contrasts Jordan with no alerts and fictional colleagues with named availability, payroll and compliance gaps.

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 when Payroll is enabled (a “Payroll: not set” alert), or a compliance issue.
  • On leave: the worker has an active leave window.
  • Active: no gaps.

Two dropdowns and a search box sit above the table, and they narrow the matching register across pages:

  • 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.

For example, choose Needs attention in Status to review unfinished setup, then read the actual Alerts on a worker’s row. An availability alert belongs in Availability; a credential alert belongs in Compliance. Reset Status and Compliance to All before searching for a known worker who appears to be missing. Filters change the list, not the worker’s saved record.

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).

Readiness and account status are separate

A worker can have an Active record while the register shows Needs attention because compliance, availability or payroll setup needs work. A login invitation can still be pending too. Open the worker and address each named alert in its relevant tab; do not create a duplicate record to clear a readiness alert. Use Search workers for a name such as Jordan Avery, then open the row. Read access lets you inspect the record; adding and editing require the corresponding Workers permissions.