The Team tool helps you organize employee information inside Profit Academy.
Instead of tracking employee details across spreadsheets, notes, and email threads, the Team directory gives you one central location for:
Employee profiles
Important documents
Scheduled follow-ups
Employment status tracking
How to open it
Go to Tools
Click Team
Understanding the layout
The page includes:
Team summary
At the top, you’ll see:
Total employees
Active employees
Scheduled follow-ups
Employee list
Located on the left side.
Employee detail panel
Located on the right side.
Selecting an employee loads their full profile.
Add an employee
Click Add employee
Fill out the employee details
Required information may include:
Full name
Job role
Employment status
Additional profile details
Once saved, the employee appears in the directory.
Filter the employee list
Use filters above the employee list to organize your view.
Status filters
Active
On Leave
Inactive
Job filters
Filter employees by role or department.
Show inactive toggle
Hide or display former employees.
Employee profiles
Each employee profile can include:
Profile details
Basic employee information and status.
Documents
Store or reference:
Contracts
Certifications
Training records
Performance notes
Care follow-ups
Schedule reminders for:
Check-ins
Reviews
Certification renewals
Welfare conversations
Due follow-ups appear in your Home dashboard Commitments panel.
Why the Team tool matters
Your team directly impacts:
Customer experience
Reviews
Referrals
Revenue performance
Keeping employee information organized helps prevent important details from slipping through the cracks.
Best practices
Add all employees
Even part-time workers should be included.
Use follow-ups proactively
Regular check-ins improve retention and consistency.
Keep statuses updated
Mark former employees inactive instead of deleting records.