People and agreements

Find a person and start onboarding

For: Directory users and people administrators.

Read a person’s profile

Open People and search by name. Select the name for the profile, or View onboarding to open their current onboarding case.
Check Position and staff level for their position and Information access for their work access. Assigned work & reviews shows their responsibilities.

What to expect. You can distinguish the person’s staff level from the Spaces or individual work available to them.

Open the person’s profile. If authorized, choose Change staff level and check the current level.
Select the new Staff level, enter the reason if appropriate and choose Save staff level.

What to expect. The change is recorded in the person’s audit history. Review Space access separately if their work responsibilities have changed.

Open the person’s profile in People. Select Send invitation, check their work email and confirm.
The profile shows whether the email is queued, sent or failed, and whether the person accepted. Use the invitation actions to resend or revoke it.

What to expect. The person receives a seven-day sign-in link when email delivery succeeds.

Open the person’s profile and choose Delete profile. This is available to people administrators for an unused profile before onboarding starts.
Check the name and confirm Delete profile.

What to expect. The person disappears from the directory, any unused invitation stops working, and you can use the same email to add them again.

Open the person’s profile and select Start onboarding. Review the job and the approved onboarding policy. The onboarding policy applies to the selected employment type in every country.
Add any systems to request. Choose Start and send invitation, or clear the invitation checkbox to start without emailing the person. If no matching policy is available, select Create onboarding policy, then review and publish the policy in Knowledge.

What to expect. The onboarding case opens with the saved employment details.

Open People and select the person. If they have a workspace account with no job or contract recorded, the organization owner can choose Remove workspace access.
Check the name and enter a reason. Confirm only when access should stop immediately. Signed documents and work history remain; review access to other systems separately.

What to expect. The profile shows Workspace access removed.

Open their profile in People. Scroll to Agreements on the profile.
Select a document title to open its Signet record. Completed means the document finished signing. Documents are shown only to viewers who can open them in Signet.

What to expect. The profile and Signet link to the same document.

For an already authorized change, open the person’s profile and Change role or end employment if available. Select the affected job or contract, change and effective date.
Preview the access changes. Check the authority, reason and effective time before opening the case. Follow its outstanding steps until the change has been verified.

What to expect. The lifecycle case distinguishes actions still pending from verified completion.

Choose People → Add person. For an existing member, use Add employment details on their profile.
Enter their employment details and select Save employment details.

What to expect. The saved profile opens. Onboarding and invitations can be started separately.