Adding & managing workers
Applies to version 26.99.5
A worker profile holds their details, documents and (optionally) a login for the worker cabinet.
Profile fields
- Full name, position, phone, email and hire date.
- Withhold cap — the most that can be recovered from any single payout when the worker owes money.
- Notes for internal context.
Documents
Upload identity documents, contracts and certificates to the worker's Documents tab, each with a type and title, kept on file.
Worker login
Give a worker an optional account (email + password) so they can use the cabinet. You can create or reset their password at any time.
Status
Active
- Appears in attendance, projects and payroll.
- Can be assigned to projects and rates.
Fired
- Removed from day-to-day lists.
- Reversible — you can re-activate.
- Hard-delete is available where the right is granted.