An overview of the Worker summary page

May 6, 2025
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Using the Worker Summary Page

The Worker Summary page is designed to give admins a clear, centralised view of all workers in the system — whether they’re contractors, temps, employees, or whatever term you prefer.

You can access this page using the new menu item on the left-hand side of your dashboard.

👉 Learn how to change what you call your workers

What the page shows

Each row in the table represents a worker assigned to a contract. So if someone is working across multiple contracts, they’ll appear more than once.

The columns include:

  • Worker – The person assigned to the contract.
  • Authoriser – Their primary timesheet authoriser.
  • Client – The client the contract is with.
  • Contract name
  • Start and end dates – Based on the worker's assignment to the contract.
  • Missing timesheets – A quick indicator of outstanding submissions:
    • Green = 0 missing
    • Amber = 1–2 missing
    • Red = 3 or more missing
  • Oldest missing timesheet – Shows how far back the issue goes.

👉 Learn how to change what you call your workers

Useful actions at the top of the page

Show active workers only

Toggle this to hide workers whose end date is today or earlier.
Even if someone still has missing timesheets, they’ll be hidden when this is on.

Tip!

Setting an end date for workers who’ve left not only stops them from submitting timesheets for dates they shouldn’t — it also tidies up your Reminders page.

Add worker

You can now add a worker directly from this view. If the user, client, or contract doesn't exist yet, you’ll be able to create them as you go — all from the same workflow.

Common use cases

Cleaning up old assignments:
If someone left a while ago but still shows as active, set their end date.
👉 How to set or edit a worker’s end date

Changing authorisers:
Quickly check and update who’s responsible for approving a worker’s timesheets.
👉 How to update a worker’s authoriser

Spotting missed timesheets before they snowball:
Use the coloured indicators to spot problems early and follow up where needed.

FAQs

Q: What’s the difference between a user and a worker?
A user is someone with a login. A worker is a user who has been assigned to a specific contract.

Q: Why is someone appearing multiple times?
Each row is for a worker–contract pair. If someone works on multiple contracts, they’ll have a row for each.

This help article was last updated on May 9, 2025

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