People · Questions
People: questions and answers
Short answers about who can see records and pay, deleting and offboarding, statuses, and why People might not be available.
Common questions
- Who can see employee records?
Anyone whose role includes People; the built-in Manager and Member roles can see, add and edit records. Pay is kept apart: the “Compensation” tab and the payroll screens need Payroll, which only the owner and admins have unless you give it to a role of your own on Settings › Roles & permissions. Without it nobody sees a colleague's pay, and a salary can be typed into “Add employee” only by someone who can edit Payroll.
- Can I delete an employee?
No. Set their status to “Offboarded” in “Edit profile”. Their record, payslips and history stay.
- Why is a new hire's status Onboarding?
A record whose start date is in the future starts as Onboarding, and so does a hire from Recruitment, which starts today. It becomes Active when their onboarding checklist is finished, or when you change the status in “Edit profile”.
- Why does someone show On leave?
While an approved leave covers today, an Active person shows On leave, and returns to Active when the leave ends. Setvos updates it by itself.
- Why can't I switch People on?
People comes with every licence. An owner or admin switches it on in Marketplace; if you cannot, your role does not change modules. See your plan on Plan & billing.
- Can staff clock in without seeing other people's records?
Not in the web app: the time clock sits under People, so it needs a role that can see People. Give such a role only to people who should see the team's records.
Read next
People: your team's records in one place
Keep one record per employee, with job details, documents, time off and pay history, and see who is at work on the time clock.
Read and update an employee's record
Find everything about one person on their record, change their details and working week, and offboard them when they leave.
Use the time clock
Clock yourself in and out, see who is in at each place on any day, correct an entry or add a missing one, and export the hours.
Get time off, reviews and hiring, and what happens if the group lapses
People, the time clock and payroll are in every licence. Time off, reviews, hiring and onboarding come with Chain and are an extra group on Standard, which an owner manages on the web; if it ends, their data is kept 30 days, then erased.
Set up roles and permissions
Use the four ready-made roles or build your own: choose what each role may do in every module and whose records it sees.
More in People
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