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Team Directory

Organize employee profiles, documents, and follow-ups in one centralized workspace.

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Written by Cannon Phelps

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

  1. Go to Tools

  2. 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

  1. Click Add employee

  2. 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.

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