Management → People shows everyone currently in your organization: name, position, email, WhatsApp, Telegram, role, employee type (Main, Outsource or Client) and Schedule.
Where to find it
- Open Management in the sidebar — the page shows the Reports, Goals and People tiles.
- Click People (or pick it in the submenu under Management).
- Above the list are the Calendar, Duties and Leave request buttons: the calendar, duties and the leave request open from here. Managers and above also get the Groups (groups) and Guests (guests of guest projects) buttons here.
What the list shows
- Only active users of the current organization. If you switched to another organization, the list shows its people.
- The email is a link: click it to write an email.
- WhatsApp and Telegram are links: click to open a chat with the colleague right away. If a contact is not set, the cell shows a dash.
- Above the table there is a quick search field: it matches name, position, email, phone, Telegram and role.
Employee schedule
Every employee has two schedules: Work schedule and Office attendance schedule. Each has weekdays, and every day has its own hours (From and To): for example Monday 10:00-19:00 and Saturday 11:00-13:00.
The Schedule column has a button. It is green if the employee has at least one schedule set, and grey if not. Click it to open the Employee schedule window with both schedules: one line per weekday with the hours, or a dash if there is no schedule that day. A schedule that is not set shows Not set. At the bottom of this window there is a Duties link with the number of the employee's duty schedules. Anyone who can open the page can view schedules.
Time zone and conversion
The Employee schedule window shows above the schedules which time zone the hours are set in. If the employee's zone differs from yours (it is chosen in Profile → About me), a Convert to mine button appears: hours and days are recalculated to your time, and the button becomes Show in the employee's zone. The (+1) mark means the end falls on the next day.
Add your own contacts
In your own row, the empty WhatsApp and Telegram cells have an input. Type your phone (international format, e.g. +1 555 000 0000) or your Telegram username (@username) and click the check mark. You can do the same in Profile → About me.
You can add a contact yourself once, while the field is empty. An administrator can change one that is already set.
Editing employees
Organization heads and above see a pencil button at the end of each row. It opens the Edit employee window: name, last name, middle name (optional), position, phone, Telegram, Role, Category, Time zone, plus the Work schedule and Office attendance schedule. Tick the weekdays you need and set the hours for each (From must be earlier than To). To clear a schedule, untick all weekdays. Click Save.
- You can edit only people whose role is below yours, and assign only roles below yours. Rows you cannot edit have no button.
- After a role change the user has to sign in again.
- Email, organization and password are changed by an administrator.
- People is not available to users with the "Reports (view only)" role.
An administrator can add or edit users — see Roles and access.
Capabilities
The employee edit window (pencil) has a Capabilities block — separate operations on top of the role. One is available now: Send tasks by email (a button on the task). Tick the box and save. The organization head and above have all capabilities without a grant.
Bulk user creation
A superadministrator can add many employees at once: Administration -> Users -> Bulk create. Choose the organization, role and language, then paste a list — one person per line: Last name First name, email, phone (the phone may be on the next line). Click Check: the table shows who will be created and who already exists, is repeated in the list or is not recognized. Then click Create.
A single user can be created with the New user button: the Send an email with a link to set the password checkbox is on by default — the password field is hidden and the person sets their own password via the link (the same as in bulk creation). If you clear the checkbox, the administrator enters the password.
- Each new user gets an email "An account has been created for you" with a Set password button. Nobody is given a password: the person chooses their own via the link. The link is valid for 7 days; if it has expired, they click "Forgot password" on the sign-in page.
- If the email already exists in the system (in this or another organization), the user is not created.
- Up to 200 people can be created at once. If you clear the email checkbox, the password can be set via "Forgot password".