Workers

The register of everyone on the books — employees, CIS subcontractors, professionals and agency staff — as a table, a wall of cards or a wall of faces, with one row per person and a door into their record. The tabs beside it are the questions the office asks across everyone at once: who is missing a document (Compliance), who is still on probation, what the AI read off an upload that disagrees with the record (Review), who can sign in (App access), monthly time, and every worker's file (Documents). Anyone with the sub.view key reads it; adding needs sub.add.

You enter

Who to look at: the search (name, email, role, nationality, UTR, NI number, bank, phone, address), the type chips (Employees, CIS, Professionals, Agency), Active or Left, and the column filters on the table.
How to look: Faces, Cards or Table, and for the walls how they are sectioned and whether the Today overlay is on — a preference the page keeps, not a filter.
Bulk actions over ticked rows: resend starter forms or portal invites, edit the invite email, assign to a project, set a schedule or a site, merge two duplicate records for the same person.
A new worker, through New worker — the same form as HR → Add Worker.

Saral fills in

The tiles: total workers, online now in the portal, active, onboarding, new starters to review, new starts this month and portal coverage.
Every column from the record and from what the module has observed: type, role, company, rate, work days and hours, started and length of service, notice both ways, status, onboarding stage, who onboarded them, compliance status, portal and last login. The PII columns (UTR, NI number, phone) are hidden until you show them.
The counts on the tabs — workers with something outstanding on Compliance, probations ending in the next 30 days, undecided Review rows — and the Left count on the view switch.
The setup strip above the tiles until the first-time HR setup is complete.

It produces

The worker's record, one click away on every row — the one place their details, contract, documents, compliance, attendance and pay history live.
Exports and reports from the header: the import / export menu, Archived, Special pay and the workforce Reports page.

What this page is for

Every person the module knows about, in one list, whatever their engagement — an employee on payroll elsewhere, a CIS subcontractor invoiced through Saral, a professional on a fee, an agency placement. The register is for finding a person and opening their record, and for the across-everyone questions: who is on site today, who is still onboarding, who has not activated their portal, who is missing a document. The record itself is where details are edited; the register's own actions are the bulk ones — invites, assignment, schedule, site, a merge of duplicates — and the handful of header doors: Archived, Special pay, Reports, import and export.

The four kinds of worker, and what the register shows for each

The type chip is the first filter because the four kinds are run differently. Employees have a contract and are paid through your payroll app; the register shows their notice both ways and contract facts, never a payslip. CIS subcontractors have a day or hourly rate and a CIS deduction rate; their attendance becomes a timesheet, an invoice, a Xero bill and a bank file inside the module. Professionals are invoiced too but on a fee; agency staff are the agency's — no starter form, no contract, portal access only for check-in and time allocation. Rate shows the pay basis the record carries; a per-project override of a CIS rate lives on Assignments, not here.

Compliance, probation, review and the vault

Compliance is the only screen that owns the question who is missing what — the Action Centre's alerts and the worker's own Compliance tab read the same facts. Probation lists everyone still on probation with the ones ending in the next 30 days counted, and downloads for sign-off; the decision is taken on the Action Centre or the worker's Admin tab. Review is the office queue of uploads the AI read and found at odds with the record — each row a decision for a person, never a silent overwrite. Documents is the vault: every worker's file, contracts included, one row each, with the preview beside it.

Walls, kiosk and the phone

Cards and Faces turn the register into a who-is-who wall for the site office: sectioned A–Z, by project, by company or by manager, with the Today overlay marking who has checked in. The wall prints, shares as a link and runs as a kiosk. On a phone a row opens the worker in the app rather than the full record. The layout choice is a preference and survives tab changes and a refresh; the filters reset when you change tab, on purpose.

Where the settings live

Worker types, job roles, contract templates and starter forms are HR → Settings → Workforce. What a worker must have in order before the office can proceed is HR → Settings → Worker Record; the documents tracked and the reminder points before expiry are HR → Settings → Compliance & Documents; the portal walkthrough and invite emails are HR → Settings → Worker Portal. The sites the bulk-assign and bulk-site actions offer are HR → Settings → Sites.

Next screen: /hr/assignments

Not what you needed? Inside Saral, ask Kuku (Alt+K) — if it cannot answer, “Ask a human” sends the question to Saral support with the chat attached.