Manage Employees | Search, Filter, and Update Employee Records

Search, filter, review, and update active employee records from the People Directory.

The People Directory is where you manage active employee records across your organization. Use it to find people quickly, review status and department information, and keep employee records accurate.

This page is for managing existing employees. To track new joiners through onboarding, see Onboarding.

When to use this page

Open the People Directory when you need to:

• Find employees quickly
• Review status, department, or creation date
• Update employee records
• Surface incomplete draft profiles

Open the People Directory

1. Open Employees

   Click Employees in the left navigation menu.

2. Open People Directory

   Select the People Directory tab. This is the main employee management area for active records.

What each row shows

Use the list to identify and select the right employee at a glance.

Column	What it tells you
Name	Employee’s full name
Contact number	Primary phone number
Department	Team they belong to
Status	Whether the record is Active, Draft, or Inactive
Date created	When the employee record was added
Edit action	Quick shortcut to update employee details

Search employees

Use search when you know who you’re looking for.

1. Search by employee name

   Type the employee name in the search bar. Results update instantly.

Filter employees

Click Filter to narrow the list.

Filter	Use when
Department	Focusing on a specific team
Status	Checking active, draft, or inactive employees
Date created	Reviewing when employee records were added

Combine filters to slice large directories—for example, Department: Engineering + Date created: last 30 days to find recent engineering hires.

Show draft employees

Toggle Show Draft Employees to surface incomplete profiles.

Draft employees are not fully active records. They won’t appear in HR workflows or be available for assignment until published.

Actions from the list

Edit employee

Click Edit to correct or update details. Only update information that is confirmed and accurate.

Add employee

Click Add Employee to create a new employee record.

Related

Add an employee

Create a new employee record step by step.

View employee details

Open a profile to review or update full employee records.