> For the complete documentation index, see [llms.txt](https://knowledge.rollcredits.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.rollcredits.io/payroll/employee-profile.md). # View an employee's profile See one payroll employee's details, onboarding progress, paystubs, timesheets and documents, and reset their I-9, loanout or startwork documents. An employee's profile shows their payroll details, onboarding progress, paystubs, timesheets and documents on this production. Open it with **View Profile** (person icon) on **Payroll > Setup > Employees** or in the employee's edit panel, with **View profile** on **Payroll > Review Payroll Runs**, or with **View Full Profile** in the timecard panel. Owners, Super Admins and Managers can open any employee's profile. {% hint style="info" %} If RollCredits payroll is turned on for your production, you can open employee profiles. An employee's agent can open their profile too. If your company uses minors onboarding, minors get extra onboarding steps. {% endhint %} ## Who can open a profile * Owners, Super Admins and Managers can open the profile of anyone on payroll on the production you're in. * An employee's agent can open that employee's profile. Payroll Agents open it with **View Profile** on **Payroll > Assigned Employees**. See [Onboard and fill out timesheets for assigned employees](/payroll/assigned-employees.md). * No one else can open it, including Department Heads. They see "You don't have permission to view this profile" or "Employee not found", with a **Go to main page** link. If you're an Owner, Super Admin or Manager and see "Employee not found", the person isn't on payroll on the production you're in. Switch to their production and try again. See [Switch projects and companies](/getting-started/switch-projects.md). When you open your own profile, the page is titled **My Profile** and you can update your own details. See [View and update your profile](/payroll/crew-profile.md). ## The top of the profile The page is titled with the employee's name, such as **Alex Kim's Profile**, with the tabs **Overview**, **Paystubs**, **Timesheets** and **Documents** below. While the employee still has onboarding steps left, their **Onboarding Progress** card, titled with their name, appears above the tabs. It shows a progress bar and the employee's steps, such as **Select Payout Preferences**, **Complete your W-4**, **Complete your I-9** and **Sign Startwork Documents**. The current step has a short description and a button, such as **Set Payout Preferences**, **Submit I-9** or **Sign Documents**, that opens that step for the employee. The card doesn't show while the employee's employment type is waiting to be confirmed or changed, or once they've finished their own steps, including while their documents wait for your review. For what each onboarding status means, see [Track employee onboarding](/payroll/setup/employee-onboarding.md). If the employee hasn't confirmed their employment type yet, a **Confirm Employment Type** window opens over the profile. See [Answer an employment type change](/payroll/setup/employee-onboarding.md#answer-an-employment-type-change). ## Overview The **Overview** tab shows the employee's details. You can't change them here. * **Edit Employee** opens the employee's edit panel on **Payroll > Setup > Employees**. Change their details there. See [Add and edit payroll employees](/payroll/setup/employees.md). * The header shows the employee's name, badges such as **Minor**, **Escrow**, **Agency** and **Overtime Exempt**, their onboarding status, title and employee type, and their employment dates. * **Personal Information**: **Full Name**, **Email**, **Phone**, **SSN** (only the last four digits show), **Date of Birth**, **Residential Address**, and **Guardian Name** for minors. * **Employment Details**: **Job Title**, **Employee Type**, **Dates of Employment**, **Work Location** and **Union Affiliation**. If the employee is represented by an agency, it also shows **Agent**, **Agent Email** and **Agency Fee**. * **Wages**: each wage with its amount and period, and **Weekly Escrow** for escrow employees. * **Payout Settings**: **Disbursement Method** (**ACH Direct Deposit** or **Physical Check**) and **Billing Address**. For direct deposit, it also shows **Bank Name**, **Account Type** and **Account Number**, with only the last four digits. To change how the employee is paid, use **Update Payout Preferences** in their edit panel. ### Download a profile export 1. On the **Overview** tab, select **Profile Export**. 2. The PDF downloads to your computer. The export is an **Employee Profile** setup summary. It lists the production information, the employee's details (with their SSN or EIN masked), their union and position, their rates, dates and work location, and their weekly expenses. To download profile exports for many employees at once, use **Download Onboarding Documents** on the **Employees** tab. See [Track employee onboarding](/payroll/setup/employee-onboarding.md). ## Paystubs The **Paystubs** tab lists each paycheck that has been processed, newest first, with **Check Date**, **Pay Period Start**, **Pay Period End** and **Amount**. To get a paystub, select **Download** on its row. It downloads as a .zip file. Until the employee's first paycheck is processed, the tab shows "No paystubs available." ## Timesheets The **Timesheets** tab lists the employee's weeks, newest first, with **Week Starting**, **Week Ending** and **Status**. If they have none yet, it shows "No timesheets found." 1. Select the eye icon (**View timesheet**) at the end of a row. 2. The timesheet opens in place of the profile. Owners, Super Admins and Managers get the same review actions as on **Payroll > Review Payroll Runs**, such as **Approve** and **Reject**. See [Review and approve timecards](/payroll/review-payroll-runs/review-timecards.md). 3. Select the **X** at the top to go back to the profile. An employee's agent gets **Send For Approval** instead and can't approve, reject or unapprove the timesheet. See [Onboard and fill out timesheets for assigned employees](/payroll/assigned-employees.md). ## Documents The **Documents** tab has a sub-tab for each kind of document the employee has: **I-9**, **W-4**, **W-9**, **Loanout**, **Startwork** and **Minors**. If they have none yet, it shows "No completed documents found." To open a file, select **View File** next to it. The file opens beside the list. Select the **X** above it to close it. * **I-9**: the **Review status** (**Needs Manager Review**, or **Approved by** and who approved it), the E-Verify status and case number when there is one, and the I-9 and its List A, B or C documents. To review an I-9, see [Review an employee's I-9](/payroll/review-i9.md). * **W-4** and **W-9**: the employee's completed forms. * **Loanout**: the **Review status**, the **Incorporation Certificate** and the **Verification Result**. To review loanout documents, see [Review loanout documents](/payroll/review-loanout-documents.md). * **Startwork**: each document with its status: **Needs Employee Sig.**, **Needs Approver Sig.** or **Completed**. **View File** works once the employee has signed. To countersign, see [Countersign startwork documents](/payroll/countersign-startwork.md). * **Minors**: the employee's minors documents. Select one to open it, or select **Download**. ## Reset an I-9 1. On the **Documents** tab, open **I-9** and select **Reset I9**. 2. In the **Reset I9** window, select **Confirm**. The employee's I-9 and all its documents are deleted, and their status goes back to **I9 Incomplete**. They have to complete their I-9 again before they can fill out timesheets and get paid. {% hint style="danger" %} An I-9 reset can't be undone. An employee's I-9 is shared across your company's projects, so resetting it affects every project the employee works on. The employee isn't emailed about any of the resets on this page, so let them know. {% endhint %} ## Reset loanout documents 1. On the **Documents** tab, open **Loanout** and select **Reset Loanout Documents**. 2. In the **Reset Loanout Documents** window, select **Confirm**. The employee's uploaded documents are deleted, and their status goes back to **Loanout Docs Incomplete**. They have to upload their loanout documents again. Like an I-9 reset, this can't be undone and affects every project the employee works on in your company. ## Reject or reset startwork documents To send back one document the employee has signed: 1. On the **Documents** tab, open **Startwork**. 2. Select **Reject** next to the document. It's greyed out until the employee signs. 3. In the **Reject Startwork Document** window, select **Confirm**. To send back all of the employee's startwork documents on this production: 1. On the **Startwork** sub-tab, select **Reset Startwork Documents**. 2. In the **Reset Startwork Documents** window, select **Confirm**. If the person has more than one position on the production, the reset covers only the position whose documents were assigned first. Use **Reject** on the signed documents of their other positions. Rejecting or resetting clears every signature and the document data, including an approver's countersignature. The employee has to complete and sign the documents again before they can fill out timesheets and get paid. Documents that need an approver's signature then need countersigning again. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. 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