What each field on an employee record holds — the four account statuses, weekly availability, pay, and the documents you keep on file.
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An employee record is two things at once: the workforce record for someone on your floor, and the Bettr account they sign in with. You build and read these records in the Employees directory, under Settings in the sidebar — one record per person, each opened from the list. This page covers what every field on a record holds and where its value comes from.
Opening an employee shows their display name, their email and employee code beneath it, and a status badge. Below the header sit the fields, followed by cards for account status, photo, availability, documents, and access.
All five address fields are optional, for whatever you hold on record: Street address, City, State, ZIP code, and Country.
An employee's status controls their access to this organization's companies — not whether they can sign in. Every record carries one of four, shown as a colored badge on the list and at the top of the record:
You change a status from the Account status card, which offers Active, Inactive, and Terminated — never Pending. Both Inactive and Terminated remove the person's access to this organization's companies the moment you save — they don't block the account, so the person can still sign in; they just won't reach this organization until you set them back to Active. The card only appears to people who can change employees.
An employee's availability is a set of recurring weekly windows — when they can be on the floor. Each is an : a day, a start time, and an end time, with the start always before the end. The record lists them Sunday first, each as a day and a time range — for example, Mon 08:00 – 16:00. Availability holds every week until you change it, so it's the standing answer to when each person is free when you plan the week on the staff schedule.
When you have permission to see pay, the Employment section also holds two fields:
Pay is sensitive, so Bettr keeps it behind its own permissions: some roles can see it, a narrower set can change it, and roles with neither never see the fields at all. Who can view or change pay is set on the roles screen.
Every record keeps files in two groups, shown as tabs when you can see both:
Each group takes a PDF, Word, Excel, image (JPG, PNG, or GIF), or text file of up to 10MB. Viewing, adding, and removing documents are separate permissions on each group, so you can let a role read personnel files without letting it add or delete them.
A personal document shows a status badge that Bettr derives from its expiration date:
On the directory list, a record with an expired personal document carries a red warning triangle, and one with a document expiring soon carries an amber one — so a lapsing certificate surfaces before you open the record.
The Role and company access card reads out the person's current role — or No role assigned — and nothing about it is edited here. Two buttons jump to where it's managed: Manage company access opens the person's company access, and Manage role opens the roles screen. See Set a user's role and permissions and Create and edit roles.
The Employees list is your whole people directory. Each row shows:
Across the top you can Search by name or email, filter by status, and sort by name or by hire date with a direction toggle. Clear all resets every filter. When nothing matches, the list reads No employees found.