Help Centre

The staff profile, tab by tab

Everything on a person's profile drawer — Overview, Role, Compliance, Interviews & Refs, Documents and History.

Click a person's name almost anywhere (Talent Pool, Recruitment, Staff, Compliance, Offboarding) and their profile opens on the right. While it loads documents, references and history you'll see a small Loading… spinner.

Editing details is limited to Company Admin, HR Manager and Recruiter. Other roles see a "View only" notice.

Status (staff only)

At the top, Status shows Active or Offboarded. Changing it to Offboarded asks for an exit date, voluntary or involuntary, and a reason. Changing it back to Active reactivates the person.

Overview

Email, mobile, employment type, site, gender, date of birth (age bracket is worked out for you), start date, contract commencement, Address, departments, awards, custom fields and a short bio. If your role can see pay rates, current and new pay rate appear here too.

Change anything, then click Save changes at the top of the tab. The button reads Saved when there's nothing to save.

Role

Compliance

Each compliance item that applies to this person, with its status (Valid, Expiring soon, Expired or Not submitted), expiry date, date sighted and who verified it. See Verify a compliance item.

Interviews & Refs

Record interviews and manage reference checks. See Request a reference.

Documents

Shown only to roles with the Staff Documents permission. Upload, approve or deny documents and request new ones with a secure link. See Upload and review documents.

History

The latest 10 tracked changes to the profile — compliance, documents, references, recruitment stages and overview or role edits — newest first, with who made it and when. Click See all in Activity log → to see everything about that person (shown if your role has the Activity log menu). See Find anything that happened in the Activity log.

Tip: The printer icon at the top prints the profile. See Print or save a profile as PDF.

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Last reviewed 2026-11-06.