Use the People area

Find colleagues in the agency directory, view people by team or on the org chart, and see what each role can see and change.

3 min readUpdated 7 October 2026

People is your agency's directory: everyone who works for the agency, employees and contractors alike, with their team, manager, type and status. It is also the way into time off, time tracking, pay, and joiner and leaver checklists.

Before you start

People is for agency staff only.
Everyone sees the directory, each colleague's name, title, team, manager, working hours, time zone and clients, and their own full record.
Whoever manages the team (by default the agency's owner and directors) sees every record in full and can onboard, offboard, edit details and manage teams.
Only the agency owner sets who reports to whom and sees everyone's pay.

Find your way around

In the main menu you will find:

People: the directory.
Calendar: who is off and when, and booking time off. See Book and approve time off.
Time: hours from Teamwork against capacity. See See tracked time from Teamwork.
Workload: the next four weeks, planned work against capacity after leave.

Inside People, the strip along the top has People, Joiners and Leavers (for whoever manages the team), Pay, Pay settings (owner and agency finance) and Settings (whoever manages the team).

Step by step: browse the directory

In the main menu choose People.
The tiles show People (everyone on the books today), Joining, Leaving and Off today.
Below, switch List, By team or Org chart.
Search people, or filter by Team and Type.
Choose a name to open their record.

The three views

List: one row per person with Name, Team, Manager, Type and Status. An Off today label shows who is out.
By team: people grouped under each team, with its lead. Whoever manages the team can choose New team, add people, edit or archive a team.
Org chart: who reports to whom. The agency owner can drag a person onto their new manager to change it.

A person's record

A record has Overview, Time and History tabs, plus Pay for the owner. The Overview includes their details, their terms, and Connections: links to their Teamwork user, Xero payroll record and app login, each with Link, Confirm or Unlink.

What whoever manages the team can do

Onboard someone (top right) to add a new person and start their checklist.
From a row's actions: Open their record, Edit details, Offboard, or open their onboarding or offboarding.
Tick several people to change their team together (the owner can also change their manager).

Troubleshooting

"People could not be loaded": nothing is shown rather than a list that might be missing people. Choose Try again.
"Nobody matches this view": clear the search and filters, or choose Show everyone.
Someone is missing: they may not have been added yet. Ask whoever manages the team to onboard them, or link their login on their record.

Frequently asked questions

Who can see the People area?

Everyone who works for the agency. Client users never see it. What you can see about each person depends on your role.

Can I see my colleagues' pay?

No. You only ever see your own pay. Pay and costs for everyone are visible to the agency owner alone.

How do I change who someone reports to?

The agency owner sets it, either in the person's details or by dragging them onto their new manager on the Org chart. A person's manager approves their time off.

How do I create a team?

Whoever manages the team switches People to By team and chooses New team. Teams can also be edited and archived there.

Why does someone show as Off today?

They have booked or recorded time off for today. Others see only that they are off, never why.

Where is my own record?

Choose My profile in the menu under your name. It shows your steps from onboarding or offboarding, your terms, your team, your clients and your accounts.