People

People is where you manage everyone your organisation works with — employees, subcontractors, vendors, and clients. Each person record stores contact details, work information, and optionally a login to access include GO.

Employees are a type of Person. When you set Person Type to Employee, an extra Employee tab appears with payroll and HR fields. There is no separate setup — everything is managed from the People page.

Where to Find People

Click People in the left-hand navigation sidebar.

Navigation path: Dashboard → People

The People List

People list

What you see on this screen

#	Element	Description
1	Navigation Sidebar	The main left-hand navigation. People is highlighted.
2	Page Header	Confirms you are on the People page.
3	Create Person	Opens the Create Person dialog.
4	Search Bar	Search by name, email, or company in real-time.
5	Column Headers	Sort and filter by First Name, Last Name, Email, Mobile, Phone, Title, and more.

The People and Teams tabs at the top let you switch between managing individual people and managing teams.

Creating a New Person

Click + Create Person to open the dialog.

Create Person dialog

The dialog has 3 tabs by default — a 4th Employee tab appears when Person Type is set to Employee:

Tab	When visible	What it contains
Person	Always	Type, status, name, contact details, location
Work & Accounts	Always	Job title, department, account links, notes
User Access	Always	System login toggle and role assignment
Employee	Employee Person Type only	Pay, employment type, HR details

Tab 1: Person

At the top of the form:

Field	Required	Description
Person Type	Yes	Classifies this person. Drives which fields and tabs appear. Common types: Employee, Customer, Vendor, Subcontractor.
Status	Yes	Active or Inactive.
Preferred Contact	No	No Preference, Email, Phone, or Mobile.

Name section:

Field	Required	Description
Prefix	No	Honorific (e.g., Mr, Mrs, Dr).
First Name	Yes	Person's first name.
Middle Name	No	Middle name or initial.
Last Name	Yes	Person's last name.
Suffix	No	Name suffix (e.g., Jr, Sr, III).
Preferred Name	No	The name they go by day-to-day.

Contact section:

Field	Required	Description
Email	No	Primary email. Required if giving system access.
Mobile Phone	No	Mobile number.
Work Phone	No	Office or direct number.
Date of Birth	No	Used for HR and payroll purposes.
Location	No	Links them to a Location record. You can also create a new location inline.

Tab 2: Work & Accounts

Field	Description
Job Title	Their role or position.
Department	The team or department they belong to.
Company	Their company name (useful for external contacts).
Tags	Add tags to group or filter people.
Link to clients	Associates this person with one or more client accounts.
Link to vendors	Associates this person with one or more vendor accounts.
Notes	Free-text field for additional context (up to 1,000 characters).

Tab 3: User Access

Controls whether this person can log in to include GO.

Option	Description
Login Access toggle	Turn on to invite this person to log in. Requires a valid email address.
Role	Assigns a role that controls what they can see and do in the system.

When Login Access is enabled, an invitation email is sent automatically with instructions to set their password.

Tip: Only people who actively use the system need login access. Vendors, clients, and passive contacts can exist in the system without a login.

Tab 4: Employee (Employee Person Type only)

This tab appears automatically when Person Type is set to Employee. It holds all HR and payroll information for that person.

Employment Details:

Field	Required	Description
Employee ID	Yes	A unique numeric identifier (e.g., 1, 2, 3). Used in payroll and HR reporting.
Hire Date	Yes	The date the employee started.
Job Title	Yes	Their position (e.g., Crew Leader, Estimator, Operations Manager).
Employment Type	No	Full Time, Part Time, Contractor, or Temporary.
Contract End Date	No	(Contractors only) When the contract expires.
W9 on File	No	(Contractors only) Check if a W9 has been collected.
Department	No	The department this employee belongs to.

Status & Termination:

Field	Description
Employee Status	Active, Inactive, On Leave, or Terminated.
Termination Date	Populated when status is Terminated.
Termination Reason	Notes on why employment ended.

Pay & Hours:

Field	Description
Pay Type	Hourly or Salary.
Hourly / Salary Rate	The rate of pay (label changes based on Pay Type).
Pay Frequency	Weekly, Biweekly, Monthly, or Annual.
Default Hours/Week	Standard scheduled hours per week.
Overtime Eligible	Whether this employee qualifies for overtime pay.
Employee Notes	Internal HR notes.

Example: Adding a Full-Time Crew Leader

Field	Value
Person Type	`Employee`
First Name	`Maria`
Last Name	`Santos`
Email	`maria@yourcompany.com`
Employee ID	`2`
Hire Date	`01/15/2024`
Job Title	`Crew Leader`
Employment Type	`Full Time`
Pay Type	`Hourly`
Hourly Rate	`28.00`
Employee Status	`Active`

Viewing Employees Only

The Employees shortcut in the dashboard navigation shows a filtered grid of only Employee-type people — useful for HR tasks. It's the same data as People, just pre-filtered.

Editing a Person

Click any row in the People list to open their record. Make your changes and click Update Person.

Tips & Best Practices

Set the correct Person Type first — it controls which fields and tabs appear.
Use sequential Employee IDs (1, 2, 3...) so records sort predictably in reports.
Use On Leave status instead of Inactive for temporary absences — history is preserved.
Use Tags to segment your people list (e.g., tag field crew separately from office staff).