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The Employees screen lists everyone on your team. Your bookkeeper adds employees and controls sensitive payroll fields; from the client portal you can review the roster and keep everyday details current. The header reads Employees — “View and manage your company’s workforce.”
Client employees list

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Finding employees

  • Search by name, email, or department using the box labeled “Search by name, email, or department…”
  • Filter by status with the dropdown: All Employees, Active Only, or Inactive Only.
Three summary cards sit above the table: Total Employees, Active Employees, and Onboarding (employees who haven’t completed onboarding yet).

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The employee table

ColumnWhat it shows
EmployeeName and hire date (“Hired …” or “No hire date”)
ContactEmail and phone
PositionJob title
DepartmentDepartment
Week HoursHours for the week
StatusActive (green) or Inactive
ActionsA View button that opens the employee’s profile
When nothing matches, the table shows “No employees found” — “Try adjusting your search or filters.”

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Viewing and editing an employee

Click View to open the employee’s profile. The detail page shows their profile, address, employment status, onboarding state, pay rate, pay type, and recent time entries.
With the Owner or Manager role, click Edit Employee to change everyday details, then Save Changes (or Cancel to discard):
  • First, middle, and last name, and suffix
  • Email and phone
  • Job title and department
  • Street address, line 2, city, state, and ZIP
  • Employment status (Active / Inactive)
On success you’ll see “Employee updated successfully.”
Editing requires Owner or Manager. A Viewer can open and read employee profiles but won’t see the Edit Employee button. The list itself is view-only for everyone — employees are added and removed by your bookkeeper, not from the client portal.
PayPunch never exposes Social Security numbers, tax withholding, or direct-deposit details to client users. If any of those need to change, contact your bookkeeper.