A complete personnel record
Keep contact details, employment status, skills, documents, certifications, issued assets and onboarding checklists together. Private pay details remain permission-controlled.
Employee records, scheduling and payroll preparation
Zepfolio People
The people doing the work, with their records in one place. Keep employee details, shifts, certifications and payroll preparation connected without giving everyone access to private information.
14 days free · No card required · 3-seat minimum
A little hands-on time
Your first look at People.
Sample Company
People workspace
PeopleDashboard
Current employees
4
Time awaiting review
3
Pending time off
2
Upcoming renewals
1
People needing attention
Expires October 28 · renewal appointment needed
Onboarding follow-up · apprentice development
Truck and field kit checklist outstanding
This week's team
Lead technician · North district
Service technician · Central district
Apprentice · North district
Office manager · Main office
For owners and office managers coordinating staff records, employee schedules and external payroll preparation.
- 01Keep employee records current
- 02Plan shifts and review time
- 03Prepare payroll and confirm changes
The work, from start to finish
Employee shifts and availability
Build schedules, review availability and publish shifts. Published shift edits return to draft for deliberate republishing; unpaid breaks are excluded from paid hours.
Time review alongside the roster
Review hours and time-off requests with linked employee records. Timesheet and time-off self-approval require separate explicit permissions.
Payroll preparation, not tax filing
Review period hours, manage advances and record externally processed payroll results. Keep payroll tax calculations, filing and payments with your provider.
Confirm changes before Gusto payroll
An optional checklist tracks hiring, termination and pay changes for manual review in Gusto. It does not promise automatic provider updates.
Current staff without lost history
Everyday lists hide former staff and admin-only members by default. Explicit filters preserve historical records and final-payroll access.
Connected work. Separate companies.
Keep working in the active company, with the records and permissions assigned to your role. Linked information brings the field and office together without merging company data.
Zepfolio Marketing
Customer audiences, campaigns and follow-up
Zepfolio ZepBot
Company assistants and reviewed proposals
Zepfolio Portfolio
Cross-company cash, ownership and standing
Zepfolio Reviews
Customer reviews and service follow-ups
Zepfolio Chat
Company messaging and job conversations
Zepfolio Social
Company social campaigns and publishing
Zepfolio Expenses
Field receipts and employee expenses
Zepfolio CRM
Customer relationships and sales pipelines
Zepfolio Time
Construction time tracking
Zepfolio Accounting
Contractor accounting
Zepfolio Projects
Construction project management
Zepfolio Dispatch
Field service dispatch
Zepfolio Desk
Shared inbox and customer communications
Zepfolio Sign
PDF editing and electronic signatures
Before you get started
Is People included?
People is a core tool included with the subscription. Screens and private records remain controlled by company permissions.
Does People process or file payroll?
People supports period review, advances and recording external payroll results. It is not a native payroll tax filing service.
How is People different from Dispatch scheduling?
People owns employee shifts and availability. Dispatch assigns people to customer work orders and project-crew deployments.
Are former employees deleted?
No. Current lists hide them by default, but historical filters preserve their records for authorized users.
Put it to work in your company.
$29 per active person per month. Every module included, seats shared across your companies.
Start your 14-day free trial