People

What it is#

People (at /people) is about the person: what needs deciding about them, a roster you shape, and one profile per person with their numbers, every CORE field you may change, and their HR record. The plan for their time stays on Resource Allocation. Studio leaders and firm admins hold the rail row; a principal reaches the same profiles through Directory.

Everything on it comes from CORE: active employees, this month's and this period's time, reviews, time-off requests, and benefits. Refresh re-reads.

What needs you#

• Time off: a request with the balance after it (when CORE tracks balances), any clash the Approvals panel would flag, and who the approver is. If that is you, Approve and Decline… write CORE's own decision, the same as from Approvals; otherwise the row says who it is waiting on.
• Reviews due: a CORE review not yet completed, due within 60 days or overdue. Start review opens the person's Record tab.
• Probation ends: ninety days after the hire date. Anniversaries in the next thirty days.
• Unapproved time: entries in the current pay period not approved yet, split by who has to act. Time submitted to you links to Approvals; time submitted to someone else names that approver; time nobody has submitted yet names the people who logged it, and your own links to your timecard. The hand-off waits on all of it.

The roster#

One row per person. Columns chooses from about twenty in four groups (person, time, money, HR) and orders them: drag a row in the menu, or use its arrows. Your choice and your period are saved to your account, so the roster looks the same on every device. Reset goes back to your role's defaults.

• The period dropdown is the dashboard's own: This week through All dates, or a Custom range with your own start and end. It sets every figure on the roster, the same days the dashboard means by those words, and the roster remembers your choice. Utilization, hours, realization and rates are the dashboard's own figures (Team Financials), so they agree everywhere; a money figure your firm keeps from you shows as a dash, and Hide $ dots the rest. This week is planned hours against capacity from Resource Allocation, red when over.
• Studio heads open on My team, the people who report to them in CORE; Everyone shows the firm. Show people who've left adds anyone released or inactive in CORE; nothing counts them.
• Change it in place. A dashed underline marks what you may change: click a title, department, weekly hours or utilization target, type, and press Enter or click away; pick a new manager from the list. It saves to CORE and says Saved to CORE, or shows CORE's reason if it refused. Admins can also set someone Inactive (Release on the Record tab is for someone who has left: it sets the date too). Studio heads change these for their direct reports, except status.

A PTO balance uses CORE's own benefit figure when CORE has one: the granted or accumulated hours minus the usage CORE records. Where CORE has none, it uses the firm's yearly allowance from Settings → People & Pay, minus the hours logged to the firm's time-off projects since the person's allowance year began. With neither, it reads —, and a firm admin sees a link to set an allowance.

A person's profile: Overview and Details#

Click any name to open the profile beside the page. It has three tabs: Overview, Details and Record.

• Overview shows utilization against their target, hours logged, realization, realized rate and margin for the period you pick from the same dropdown as the dashboard (Last 90 days to start), and their planned hours for the next six weeks against their week, red when over. The figures are the same as the roster's and the dashboard's, and follow your firm's settings for who may see money.
• Details is every field on their CORE employee record, the same editor as their Directory card: change it in either place and it is the same change. Admins change everything. A studio head changes the title, department, manager, standard hours and utilization target of the people who report to them; pay, status, dates and identity stay with the admins. CFOs read pay. Phones, emails and the address are on the Directory card.

The employee Record tab#

Open a person and choose Record, the third tab. Firm admins see all of it; a studio leader sees employment, benefits, reviews, the journal and incidents. Compensation, salary history and identifiers are admin-only and hide under Hide $. Social Security and bank numbers are read from CORE each time you open the tab, show only their last four digits, and are never stored in COREboards. Nothing here is exported or sent to the AI.

The four writes

• Start review creates a CORE review from one of the firm's review templates, with you as the reviewer and a due date. CORE builds it from the template's questions.
• Answer on a review in the list opens it in place: pick a rating for each rated question and add a comment if you like, write the free-text answers, then Save (written to CORE as you go) or Save and complete once every question is answered. CORE works out the score. Only the reviewer named in CORE or a firm admin can answer; everyone else who can see the Record tab reads it. A completed review opens with Read.
• Journal note adds an entry to CORE's HR journal with a type and today's date.
• Log incident records an incident with its type, date, place and description, reported by you.
• Release… (admins) writes two fields on the employee record, the release date and the status Inactive, behind a confirm that names them. Keys, accounts and the last pay period are yours to close out.

The pay-period hand-off#

There is no payroll API, so the Pay period view is the sheet you read before running payroll elsewhere: regular, overtime, PTO, sick and comp hours per person, and whether each person's entries are all approved. Step between periods with the arrows. The periods follow the firm's pay calendar — weekly, every two weeks, twice a month or monthly — which a firm admin sets in Settings → People & Pay.

The hand-off checklist says what blocks it (unapproved entries, undecided time off), exports a CSV with one row per person, and lets a firm admin or CFO Mark the period handed off. That mark is stored in COREboards with who and when; CORE is never written for payroll.

PTO and sick hours are entries on the firm's time-off projects; overtime and comp come from the entry flags in CORE.