People management is desktop-only
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People Management
Staff, subcontractors, and onboarding queue.
| Name | Role | Type | Last active | Compliance | Actions |
|---|
| Company | Trade | Status | Projects | Compliance | Last active | Actions |
|---|
Nothing pending — great
No onboarding tasks or PQQ reviews waiting on you.
Edit employee
Identity
Role
CSCS & Site Safety
Trade-specific
ID documents
Rate type
Pension
Upload document
No documents on file
Admin can upload contracts, certs, and HR paperwork here. Employees cannot see this tab.
Holiday entitlement
Personal details
Emergency contact
GPS & location
Right to work check
Leave blank for indefinite right to work
Document upload
No document uploaded
Passport, BRP, share code printout or visa · PDF or image · max 10 MB
Notes are private to management. Edits are logged in History.
Audit log of all changes made to this employee record.
Deactivate employee
Deactivating removes the employee from all active schedules and revokes portal access. Their record is retained for payroll and compliance history.
Invite employee
Invite subcontractor
Edit compliance — —
PQQ review — —
Each section shows the subcontractor's submitted answers alongside a reviewer note. Flag any section that needs follow-up — flags persist with the record.
Log conduct issue
Payslips & P60s — —
Upload weekly payslips or annual P60s. Files are stored in the employee's Drive folder.
Uploaded documents
No payslips uploaded yet
Drop a PDF above to add the first payslip or P60 for this employee.
Onboarding review — —
Review each section of the submitted onboarding form. Add notes and approve or request changes per section.
Portfolio — —
Project history, financials, and contract status for this subcontractor.
| Project | Period | Value | Status |
|---|
Xero linkage — —
Link this subcontractor to a Xero contact for invoice reconciliation.
Search Xero contacts
Search for a Xero contact
Type a company name to find matching contacts in your Xero organisation.
No matching Xero contacts
Try a different search term, or create a new contact from this subcontractor's record below.
Create new Xero contact
No match? Create a Xero contact using this subcontractor's existing details — name, email, phone and address — and link in one step.