People : New User Interface

*Select Shiftboard sites are currently using the new interface. If you do not yet have access to the new interface, please continue to refer to our existing Support documentation.

Overview

The People tab provides managers with a list of people in their workgroups (teams), along with information like name, contact information, ID number, position, and more.

Managers and coordinators can access workers/talent information by clicking People in the left navigation bar:

The People page is alphabetically sorted by last name. The total number of people in your list is shown in the top left corner:

The People page lists the person’s contact information:

To see additional information about the person, click View Details:

To close the person’s page, click the light-gray X to the left of the picture/avatar:

Finding People

To find a person, you can:

a. Scroll down the list:

b. Use the search bar:

To use the search bar, begin typing any part of the person’s name into the box, and matches will show up on the screen:

Click on the person’s name from the list:

The person’s details page opens:

To close the person’s details page, click the light-gray X to the left of the person’s picture or avatar:

The top of every page includes a Find People search bar:

Begin typing any part of the person’s name into the search bar, and matches will show up in a drop-down menu:

Click on the person’s name:

The People page automatically opens to that person’s details page:

Viewing the person’s details page

  1. Name / photo / role—The person’s name, along with a photo or avatar, and their position or role.
    Note: The light gray X to the left of the photo/avatar closes the person’s details page.
  2. QR Code—For sites with QR codes enabled, click the button to view this person’s QR code:
  3. Contact Information—Includes email address(es), phone number(s), and physical address
  4. General—Includes the person’s ID number and time zone.
  5. Email Notifications—Identifies whether the person wants to receive email or not.

More Information

For more information about adding members, setting permission levels, and additional tools, visit Shiftboard Support: People.


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