---
title: Personnel Overview
description: Manage employee and personnel records.
url: "https://theasst.com/docs/personnel-overview/"
updated: "2026-10-06"
category: Human Resources (HR)
---

# Personnel Overview

Personnel is where every employee or contractor record lives -- their contact info, HR details, payroll setup, and In/Out board access.

![Personnel list showing name, type, groups, and status](https://theasst.com/wp-content/uploads/2026/09/personnel-list.webp)

Filter by **All Personnel / Active / Inactive / Terminated** in the sidebar, or use **Manage groups** to edit [Personnel Groups](https://theasst.com/docs/personnel-groups/).

## General Tab

Name, title, type (Employee/Contractor), status, hire/termination dates, groups, and contact information.

![Personnel General tab for Amanda Wilson, Dispatcher, with contact info and Groups checkboxes](https://theasst.com/wp-content/uploads/2026/09/personnel-mod.webp)

## HR Tab

SSN/Tax ID, date of birth, gender, marital status, emergency contact, I-9 verification, and timeclock badge.

![Personnel HR tab showing SSN/Tax ID, emergency contact, I-9 verified checkbox, and Generate/Reset Badge button](https://theasst.com/wp-content/uploads/2026/09/personnel-hr.webp)

## Payroll Tab

Pay type (Hourly/Salary), pay rate, pay frequency, and direct deposit bank details.

![Personnel Payroll tab showing pay type, rate, frequency, and direct deposit fields](https://theasst.com/wp-content/uploads/2026/09/personnel-payroll.webp)

## In/Out Tab

Controls which groups or individuals this person is allowed to add to their own In/Out board (reached from My Stuff → In/Out Board).

![Personnel In/Out tab with allowed groups checkboxes and an allowed individuals list](https://theasst.com/wp-content/uploads/2026/09/personnel-inout.webp)

## The Personnel List

Columns: **Name**, **Type**, **Groups**, and **Status**. Click a person to open them. **Add new** in the sidebar creates a record, and the filter dropdown shows All Personnel, Active, Inactive, or Terminated.

## Every Field, Tab by Tab

### General

- **Personnel#** — assigned by TBA (see [Next Numbers to Assign](https://theasst.com/docs/next-numbers-to-assign/)).
- **Name** (required) and **Title**.
- **Type** — Employee or Contractor.
- **Status** — Active, Inactive, or Terminated. Only Active people can be picked for new assignments.
- **Hire date** and **Termination date**. The termination date is shared with the *Date of separation* on the HR tab.
- **Vendor (for 1099 contractor pay-to)** — for a contractor, the [vendor](https://theasst.com/docs/vendors/) record you pay and issue a 1099 to (see [Vendor Tax / 1099](https://theasst.com/docs/vendor-tax-1099/)).
- **Groups** — tick every [group](https://theasst.com/docs/personnel-groups/) that applies.
- **Address, Phone, Email, Web** — contact information. Like clients and vendors, a person can have more than one of each; use the folder-plus icons.
- **ID / ID#** — other identifiers, such as a driver’s license.
- **Override default minimum/warning daily and weekly … time** — tick this to give this person their own hour thresholds for worked, scheduled, and clocked time, instead of the company-wide ones in [Personnel Time Options](https://theasst.com/docs/personnel-time-options/).
- **Notes**. The sidebar also has **Attachments** (see [Attachments and Pictures](https://theasst.com/docs/attachments-and-pictures/)) and delete, which removes the person along with their HR and payroll data.

### HR

**SSN / Tax ID**, **Date of birth**, **Gender**, **Marital status**, **Emergency contact** name, phone, and relation, **I-9 verified**, **Date of separation**, **Termination reason**, **Notes**, and the **Timeclock badge**. From here you can generate or reset the badge, print it, or choose **Email Badge**: pick the person or type any email address, edit the From, subject, and message (the wording starts from the Timeclock Badge template in [General Options](https://theasst.com/docs/general-options/)), and send. HR has its own **HR Attachments** so private documents stay separate.

### Payroll

**Pay type**, **Pay rate ($)**, **Pay frequency**, **Direct deposit**, with **Bank account#** and **Bank routing#**, **Notes**, and **Payroll Attachments**. TBA tracks pay information and hours; it does not file payroll taxes. See the [Payroll Summary](https://theasst.com/docs/payroll-summary/) and [Timesheet Report](https://theasst.com/docs/timesheet-report/).

### In/Out

Choose which **Allowed groups** and **Allowed individuals** this person can add to their own In/Out board (My Stuff → In/Out Board). The first time anything is allowed, a default board is created for them automatically, alphabetical by first name. After that this only controls what they may choose from; it never changes a board they have already customized.

These tabs are only visible to users with the matching HR and payroll permissions; see [Users and Permissions](https://theasst.com/docs/users-and-permissions/).