This guide covers: View the roster, Filter & search, Open one employee, Cross-portal views.
View the roster
What it does: Lists every W-2 employee and 1099 contractor attached to a client, with pay rate, type, filing status, and active/inactive flag.
Where: Accountant dashboard → client sidebar → Employees.
Steps:
- Pick the client from your client list.
- In the left sidebar, click Employees.
- The table shows: Employee (avatar + name + employee number + email) · SSN (masked) · Type (W2/1099 badge) · Pay Type · Pay Rate (
$/hrfor hourly,$/yrfor salary) · Filing Status · Status (Active/Inactive) · Actions.
Who: Accountant, accountant-staff, or anyone with read access to the client.
Notes: The employee number (e.g. GLPC-1001) is a short, readable ID shown next to each name — it's assigned automatically per client starting at 1001, with a prefix derived from the company name. It's unique within the client, stays with the employee, and appears on the employee profile, the mobile app, and the YTD-setup CSV (and, if you turn it on, the pay stub — see Customize pay stubs). An Enterprise client can set their own numbers on the profile. The SSN column shows the last four digits only — the full SSN is encrypted at rest. The status badge is green for Active and gray for Inactive. The SMB portal also breaks down hourly vs. salary in its four-tile stats strip; the client portal header just shows active-of-total.
Filter & search
What it does: Narrows the roster to the rows you're looking for.
Where: Same page — the Search by name... box above the table.
Steps:
- Type any part of a first name, last name, employee number, or email, or (SMB portal only) department or job title. The client portal search covers name and email.
- The list filters as you type — no Enter key needed.
- To include separated employees, check Show inactive (SMB portal only). On the accountant dashboard, inactive employees are mixed into the list and badged gray.
Who: Same as above.
Notes: Search is client-side on the loaded page (first 100 employees). For clients with more than 100 W-2 workers, use the URL filter or contact support — the API supports pagination but the UI does not paginate yet.
Open one employee
What it does: Opens the full employee record — personal info, address, work location, federal + state W-4, direct deposit, time-off balance, and documents.
Where: Click the row's Open link (accountant dashboard) or View link (SMB portal).
Steps:
- Click Open or View at the right end of the employee row.
- The detail page loads at
/clients/{clientId}/employees/{employeeId}with the view-mode panels: Personal Information · Emergency Contact · Address · Employment Information · Direct Deposit · Time Off · Documents. - Click Edit Employee in the top right to switch the page into edit mode.
Who: Accountant or SMB admin with employee-read permission. Client-portal users don't open this full detail page — they edit contact info in an inline modal (the row's pencil Edit button).
Notes: The header shows the worker-type badge (W2/1099) and the active/inactive pill. If email is set and the worker is W-2, a Send Portal Invite button appears beside Edit Employee — it emails the employee a link to set up their own portal access.
Cross-portal views
What it does: Same roster, surfaced inside the portal each user logs into.
Where:
- Client-portal owners: Employees in the portal sidebar (
/client-portal/employees). - SMB-portal admins: Employees in the portal sidebar (
/smb-portal/employees). - Employee portal: no roster — employees only see their own record.
Steps:
- Log in to your portal.
- Click Employees in the sidebar.
- The same active-count summary, search, and table appear, with portal-appropriate actions: client-portal owners can click Add Employee to send an invite link; SMB admins get a four-tile stats strip (Total · Active · Hourly · Salary) above the table.
Who: Client-portal owners, SMB admins.
Notes: The client portal's Add Employee button opens an invite modal — name + email only. The employee then completes their own SSN, address, W-4, and direct deposit through the onboarding link. The accountant-dashboard new-hire form is the full version — see Add an employee.
Related: Add an employee · Edit and manage employees · Terminate an employee.