Help Centre

Find and manage staff on the Staff page

Search your staff, switch between card and table views, see compliance at a glance and export staff lists.

The Staff page holds only people you've hired — active and offboarded. Candidates stay in the Talent Pool until you click Add to Staff in Recruitment.

Card view

• Active Staff shows a card per person with their role, departments and a compliance percentage (green at 100%).
• Offboarded shows past staff with their exit date, reason and who offboarded them.
• Click a card to open the profile. Drag an active card into Offboarded to start an exit — see Offboard a staff member.

Full table

Click Full table for a spreadsheet-style view with roles, departments, start date, age bracket, status, awards, compliance % and your custom fields. Pay rate appears only for roles allowed to see it.

For active staff, the table also shows:

• Recommended action — a Send reminder button when something is expiring within 30 days. It opens a ready-written email in your own email program, using your compliance email template. (For tracked reminders sent by Workforce Ignite, use the Compliance page instead.)

Search

Type in the search box to match names, roles or departments. It tolerates small typos.

Export

In Full table, click Export active only or Export offboarded only to download an Excel file with contact details, address, roles, dates, compliance % and custom fields (pay rate only if your role can see it).

Warning: Exports contain personal information. Save them somewhere secure and delete copies you no longer need.

Related articles

• The staff profile, tab by tab
• Offboard a staff member
• What you can export and download

Last reviewed 2026-10-13.