People

People is where you manage everyone your organization 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	Create Person	Opens the Create Person dialog to add a new person to your organization.
2	Column Headers	Sort and filter by First Name, Last Name, Email, Mobile, Phone, Title, and more.
3	Person row	One row per person record. Right-click a row to Edit or take other actions.

The People and Teams tabs at the top let you switch between managing individual people and managing teams. The filter dropdowns across the top (All Entities, All Statuses, All Roles, Active) narrow the list.

Creating a New Person

Click + Create Person to open the 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

Create Person — Person tab

#	Field	Required	Description
1	Person tab	—	The default tab when the dialog opens.
2	Person Type	Yes	Classifies this person. Drives which fields and tabs appear. Common types: Employee, Customer, Vendor, Subcontractor.
3	Status	Yes	Active or Inactive.
4	First Name	Yes	Person's first name.
5	Last Name	Yes	Person's last name.
6	Email	No	Primary email. Required if giving system access.
7	Mobile Phone	No	Mobile number.
8	Work Phone	No	Office or direct number.

Name section also includes Prefix (honorific, e.g. Mr, Dr), Middle Name, Suffix (e.g. Jr, Sr, III), and Preferred Name — all optional. Preferred Contact (No Preference / Email / Phone / Mobile) sits beside Person Type. A Location dropdown at the bottom links the record to a Location — you can create a new Location inline.

Tab 2: Work & Accounts

Create Person — Work & Accounts tab

#	Field	Required	Description
1	Work & Accounts tab	—	Click to switch to this tab.
2	Job Title	No	Their role or position.
3	Department	No	The team or department they belong to.
4	Company	No	Their company name (useful for external contacts).
5	Tags	No	Add tags to group or filter people.
6	Notes	No	Free-text field for additional context (up to 1,000 characters).

The Account Links section has two checkboxes — Link to clients and Link to vendors — that associate this person with one or more client or vendor accounts.

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.

Create Person — Employee tab

Employment Details:

#	Field	Required	Description
1	Employee tab	—	Appears when Person Type is Employee.
2	Employee ID	Yes	A unique numeric identifier (e.g. 1, 2, 3). Used in payroll and HR reporting.
3	Hire Date	Yes	The date the employee started.
4	Date of Birth	No	Used for HR and payroll purposes.
5	Job Title	Yes	Their position (e.g. Crew Leader, Estimator, Operations Manager).
6	Employment Type	No	Full Time, Part Time, Contractor, or Temporary.
7	Pay Type	No	Hourly or Salary. Drives whether the Hourly Rate or Salary Rate field is shown.
8	Employee Status	No	Active, Inactive, On Leave, or Terminated.

Department sits next to Employment Type. Contract End Date and W-9 on File appear when Employment Type is Contractor.

Status & Termination:

Field	Description
Termination Date	Populated when Employee Status is Terminated.
Termination Reason	Notes on why employment ended.

Pay & Hours:

Field	Description
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	`01/15/2026`
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

Right-click the row you want to edit and choose Edit from the context menu. The record opens in the same dialog with all tabs populated — make your changes and click Update Person to save.

Other actions available from the right-click menu include Archive (remove the record from active views while preserving history), Manage Roles, Deactivate, Suspend, and Print.

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).
Contractor-specific fields (Contract End Date, W-9 on File) appear automatically when Employment Type is set to Contractor.

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